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Filters on import to list actions
As a model builder, i need to be able to filter the list items created based on a criteria. This is required as we currently operate models that determines a calculation scope of contracts and the needs to import the corresponding cashflows to calculate profitability. Currently we need to import all cashflows from our…
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Systematic Updating of View Name/ID used in Import
This may be obvious to others, but I have found that when I rename a view in a source model, it breaks the Import in the destination. Unlike lists/modules do views not have corresponding IDs to represent them? I think most if not all elements in Anaplan should be linked by a unique identifier that should not be broken when…
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Excel Add-in 4.0 - Make Clone function be able to clone a tab into another workbook
Hi, I would like to suggest adding additional functionality to the Clone button. It would be helpful to be able to clone a tab and all of its formatting (or at least the tab's connection and connection settings) to a new tab in another Excel workbook and/or to a new tab in a brand new workbook to be opened. Thanks,
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Any GCP - Anaplan integrators
what level of data sets can we directly ingest from Anaplan to GCP/BIG Query ?
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Automatically generate Keys for Importing fact data into Data Hub module
Importing fact data into "flat modules" in a Data Hub is challenging when your data source is unable to provide a single unique Key to act as a List Item. That work ends up taking place between the extracted data and the import into Anaplan and oftentimes involves concatenating Key columns into a single column, sometimes…
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Provide self-service download of Gurobi log files for Optimizer
As a frequent user of Optimizer, I want to be able to download Gurobi logs following an Optimizer run, so that I can analyse potential reasons for errors or changes in runtime. I’ll know this is successful when a button, or link, is available in the status window upon Optimizer completion, and I can use it to download the…
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Conversion tool to automatically create card templates for Anaplan for Microsoft 365
Hi, Currently, the Anaplan for Microsoft 365 extension requires card templates in the UX in order to pull in data into the extension into Excel. This suggestion is to create a card conversion tool to automatically create card templates based on grid and other published cards in the UX. This approach would be similar to the…
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Export line item codes
Description of the enhancement: To be able to export the line item codes instead of only the line item name. Description of business use: I have a financial statement report module where I have accounts as line items. This is because some of the accounts are calculated. We have a need to export this module with account…
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Google Sheets Add-on: Send formula driven figures back to Anaplan
The idea would be to receive information from Anaplan, have the ability to update the information using editable inputs (e.g increase sales forecast by 10%) and then send the result (of Anaplan data * 10%) back to the Anaplan module.
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Quick Data Retrieval and update in AM365
The current time taken to log in, retrieve templates and update them in AM365 is quite a painstaking task for the end user as it takes a considerable amount of time to fetch the information and update it. Any upgrade to increase the current performance would help the end user to quickly adopt it and thus making it easier…
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Make Bulk Copy between Versions an Action
Currently our team EVERY WEEK, has to bulk copy the current version to the previous version because there is no way to automate this. That is 52 manual interventions every year. If you could create an ACTION that would allow you to bulk copy and have user select source version to target version, than we can schedule an…
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Import Saved View - Filter
Hi all, A bit surprised this topic isn't here as it's one of the most common frustrations, similar to the post here. When importing from a filtered saved view there are a lot of cases of missing values. We all encounter it, and the first time it takes very long to determine the root cause. We change the filters but then…
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CloudWorks: sequential process startup
Hi everyone, In addition to the scheduled startup, please implement the ability to start the process sequentially. We have 30+ night integrations and we've spent a huge amount of time setting up start times for each of them. Since the duration of each integration is not a constant value, but can vary widely (instead of 4…
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Ability to combine processes across models in CloudWorks
The use case is to orchestrate a data integration workflow in one CloudWorks schedule containing steps executing model-to-model imports from many processes residing in various models, e.g. update DataHuab lists and modules, then update planning model lists and modules, then update reporting model lists and update.
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I want to export the listed items as they appear
<Present condition> When exporting in Excel, they are exported in the order in which they were added to the list, not in the order of the present list. <Request> I want to export the listed items as they appear.
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Workflow triggers Import/Export
Having CloudWorks schedule imports between models is useful, but users still need to wait. Our users are participating in a workflow, data is ready to move from the source model when a workflow step is completed. Can we trigger imports or exports, or model-to-model imports from workflow?
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combination of properties import code creation
Anyone who has imported on a combination of properties into a list will understand the frustrations that can arise. For me there are two specific frustrations that i can think of a simple solution to. The problems: 1. Importing into a list using a combination of properties ALWAYS creates a new list member even if the same…
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Export - Data Source
Hi Community, I am thinking that would be very beneficial for model builders to have the possibility to view Data Sources for Export Definitions. For the large models with lots of external integrations and different export actions is pretty difficult to follow the source of a particular export if you can have dozens of…
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Export defined in a model should be connected to a view
Hello Team, Currently, when we create exports and save them in actions - they are disconnected from real module views. Example: if you create a new export definition, based on a current view (with a filter or smth else) it is not possible to revisit and amend this view after some time and see what view is feeding an export…
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Update Current Timestamp by adding a New Action Type
As workspace admin, I would like to have the possibility to update the current timestamp in UTC timezone by having a New Action type created ( similar to the below picture ). This could work in a very similar way as the very nice new feature "Update Current Period": 1. Create in a module without any dimensions a line-item…
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Power BI Enhancements/Limitations
The following will be primarily based on my recent experiences with the Power BI Connector and Anaplan. Positives: 1. The Authentication has much improved and the use of SSO relieves a lot of data concerns when creating Power BI Reports. 2. Able to run multiple exports into the same model Negatives: In my experience and…
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SAP integration
Suggest to build native integration with SAP solutions. A lot of Anaplan customers use SAP solutions such as SAP ECC, S/4 HANA, SAP BW etc. and heavily depend on large amounts of data flowing back and forth into Anaplan. Integrating with these solutions often require an extra layer such as AWS or similar which then again…
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Native scheduling action in Anaplan (w/o API. Connect or 3rd party integration tool)
Could Anaplan action iteself allowing for scheduling? (i.e. a common use case would be you have an action that brings data from Data Hub to Spoke models and data in Spoke models need to be refreshed everyday) - It would be super helpful to have this function built-in at the time the action/import is set up in Anaplan,…
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Cloudworks Integration Email "Cloud works integration broken."
Hi Team, I have a few requests for cloudworks: * Can we have the ability to select the users that will receive email notifications for cloudworks * If an integration file is processed via cloudworks and it has any records that come up with ignored or any rows that that failed an email is sent that says "Cloud works…
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Ability to include Line Items within DocuSign Workflow Names (& therefore DocuSign email Subject)
We would like to have a small number of DocuSign Workflows which can be reused to complete standardized processes which are initiated in Anaplan and completed in DocuSign. Currently Anaplan uses the DocuSign Workflow name as the Subject of the email which is sent from DocuSign. This means that each email recipient receives…
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Cloud works AWS S3 Automatic file selection from dropdown
In Cloud works AWS S3 connection, user get to choose file from dropdown. If a similar file is generated month on month with a slight change in name (For e.g.: ABC_Apr22, ABC_May22 etc.), then user will have to manually change the data source and there will be no automation for this. I recommend giving asterisk/wildcard…
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Bulk Copy functionality available from Dashboards for non-model builders
As a Model Builder, I want to be able to create specific/dynamic Bulk copy processes so that end users can run them via dashboards. I'll know this is successful when I'm able to publish on dashboards specific bulk copy processes using the standards Anaplan out of the box functionality and without the need of creating…
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Automated method to refresh data from Production to another environment
Right now in order to refresh Production into Integration for instance, we must: - Ensure that no Revision Tags are in progress and that they are all deployed to Production before starting the refresh - Archive the target model - Duplicate the source model into a new Integration - Reset all the security as they were -…
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Cloudworks or Anaplan APIs: Automatic Archival Process
As a Model Builder or Integration developer, I would like to have the ability to have an automated process via Cloud works or ALM APIs to archive production models on a specific time cadence. By either exposing this functionality through ALM APIs or via Cloudworks, it will remove the admin work to archive models on a…
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Update export actions created from a saved view when saved view is modified
I think the title says it mostly, but to be clear I'd like to be able to do the following: 1. Create a saved view of a module 2. Create and export action using the saved view as basis 3. Modify and re-save the saved view (i.e. add a new column, change the filter etc.) 4. The export action should update itself based on my…
