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Make Integration admin role available for visitors & partners
It's currently not possible to assign an integration admin role to visitors and respectively also not to Anaplan Partners. This makes it a challenge when helping customers with Cloudworks or when just setting up a scheduled model-to-model import. It requires always someone at the customer capable to set-up the connections.…
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Add more options for Large Read Requests in Transactional API endpoint
We are running different large read requests using the Transactional APIs to ensure 2 things : Quality Insurance : Allow the different teams to secure models changes against regressions by extracting and comparing 2 models datas from different modules that can be picked up from anywhere on the model depending on impact…
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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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Edit Export Action
User should be able to edit Export Action just like Import Action in case of addition, deletion of line items to the saved addition/removal of filter to the saved view which is being used in Export Action.
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Include the Internal (Full Access) Cloudworks account in Users for easy permissions management
I have recently learned that the reason some of our Cloudworks integrations were not running properly is because the Internal (Full Access) account used by Cloudworks was not assigned the appropriate list-level security. The following Anapedia article describes the requirement: Internal (Full Access) | Anapedia The idea is…
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Export the imports from the imports tab
Context: We have about 200 models with a lot of integrations running between the models. We want to be able to map how models exactly are connected by mapping exactly which interfaces run between models. We managed to create a report showing these interfaces but only with an ID of the import and not with the name. Idea:…
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Comments in Formulas and No (or more) Char limit in Module Notes
Formula section should have method to capture "comments" for future ref. Additionally, Notes section in module/lineitem should have more chars limit than current of 250 chars. Sometimes the need to copy formula in Notes won't meet due to this restriction..
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CloudWorks Enhancements
In as much detail as possible, describe the problem or experience related to your idea. Please provide the context of what you were trying to do and include specific examples or workarounds: Can we add few more functionalities to CloudWorks like ability to Rearrange the columns, ability to reorder Integrations…
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SEO
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Display photos in Excel format from Anaplan link
As an end user, I have pictures URL in Anaplan that are displayed well in the App. Sometimes, I need to export my datas and I would like to display the photos in Excel and not the URL link. Solution : Add a display feature when I export my data on how to display my URL in my target file
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Publish Subsidiary View to the Excel add-in
Our users are using the excel add-in to link to offline files for forecasting inputs. Currently, we cannot use a subsidiary view in the excel add-in, which is making it impossible to forecast a few items using subsidiary views through the add-in. Seems like this would be a useful enhancement. excel, add-in, subsidiary view
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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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Allow filtering of tabular multi column exports from transactional api
When defining tabular multi column (TABULAR_MULTI_COLUMN) exports from the UI, you're allowed to specify a boolean line item to filter the results. This functionality is not built out within the transactional API. The API documentation alludes to this option being the case, but it is not supported. Without this filter you…
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CloudWorks AWS S3 file list
It would be great if once you have input S3 access credentials and established the connection, CloudWorks would present you with a list of available files to choose from, instead of having to input the filename. Furthermore the ability to reselect the file to be imported by the connection will speed up integration admin a…
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Clear an entire module
Scenario: If I am importing data into a module and a line item no longer exists in the source file, the Clear Before Import will not clear that line item as it will only clear line items that are coming in from the file. This can lead to numbers being off. Current workaround: Create a duplicate module that is filled with…
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Cloud Works integration
I apologies in advance if this idea has already been posted🙂. In Cloud works if we delete any integration by mistake is there any solution or process for reverting it back again or to see what we have deleted and revert it back .
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Cloudworks Integration Flows in UX
At the moment, we are able to add Cloudworks Processes to the dashboards and the addition is great. Could we do the same with the Integration Flows? I see multiple benefits from this for several customers and I do not think that the implementation would be too different from what is currently in there. Is this currently in…
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Import action between models not pulling through data
Hi All, I am currently having an issue with one of my import actions. I am pushing data from a saved view in one model, into a staging module in another model. I've checked the filters, mapping, and more and they all seem to be correct. However, when I run the action I am met with this prompt It shows that the import is…
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Cloudworks Reporting
Would like to see Cloudworks report detailing active integrations and their schedules
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Excel Add-In - Allow user to specify browser used for SSO authentication
Allow user to specify which browser to use as an option in Authentication settings for facilitating SSO sign on — even if default is embedded browser, having the flexibility to select a different option such as updated browser / default system browser will help instances where organizations restrict older browsers from…
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Integrating POWERBI to Anaplan
Hi Team, It will be helpful if we have a connector / integration enabled to get the data from PBI to Anaplan. Thanks, Aish
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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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Current Page Filter of Export Action
My customer has 18 projects to manage with Anaplan. I created an export action with "all pages" settings for my customers' backup purposes. One excel sheet, one project. Because it's difficult to save all past data in Anaplan, they need an export button to download all necessary data. Even though each 18 project needs to…
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Anaplan Model Back Up Automation -[Copy and Archive] process
Considering that the Copy & Archive feature under Manage Models in Anaplan can copy and archive a model without impacting storage size limits. How can I implement an automated daily backup solution for Anaplan model data, given that there is currently no in-built scheduling feature for the Copy & Archive ? My clients…
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Current Date Update
Is there any other way that we can update the current date with out using cloud works, Anaplan connect, or any middle ware ETL tools. Through the anaplan system i need to update it not manually and not by uploading the excel file
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Cloud works action failure
Hi, Whenever we are running an action from cloud works, this is making other models in the workspace slow and makes it not available for users. Could you please let me the possible reasons? @JaredDolich Thanks & Regards
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Source Object Name refresh in Import Data Sources tab of Actions (Model Settings)
The Source Object Name in the Import Data Sources tab of the Actions section in Model Settings is a very helpful piece of information when tracing source module views used in Actions. Model builders normally export this information to an Excel output and filter on the source object name to check which actions are dependant…
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Ability to import line item format into blue print view
The ability to import line items format while importing blueprints would be really helpful. Currently, I've set up an automated process to import newly created line items from one module into another module on a daily basis. However, I am still required to check the module frequently for new line items imported in order…
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CloudWorks Scheduling
The Cloud Works scheduling tool requires both a start time and an end time. Times cannot be in the past. For a continuous hourly frequency, the start time must be set as 00:10 or some other start time between 00:00 and 00:59. It is therefore impossible to start a continuous process at say 18:10, and for it to run…