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Anaplan Excel Add-in
Hi all, Following a member's recommandation, i'm posting 3 main ideas. I have recently discovered Excel Add-in existence and here are the 3 major points in my mind : First, I think it could be nice to be able to give only permission to retrieve saved views in order to prevent them to see technical items (not relevant as…
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Optimizer: process incl. optimizer action with import on timeout should continue in case of timeout
For optimizer actions, there is the possibility in the action setup to enable "Import on timeout" to fetch back the results from Gurobi processing when the specified timeout is reached but the desired MIPGap is not achieved yet. If the optimizer action is embedded within a process, the process is shown as failed when this…
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Store Start Date and Time (UTC) for Actions/Process Indefinitely
Reviewing past models or model history (archived) for even our current live models the Start Date and Time (UTC) for Actions/Processes is not populated for anything that's been run more than ~1 month ago. This feels like a gap in how this field should function. Proposal: The Start Date and Time (UTC) for Actions/Processes…
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delimiter options for exporting files from Anaplan
I love the two way integration that Cloudworks brings but there is a need for more delimiter options when exporting from Anaplan back to Data Lake. Example changing the delimiter from "," to "|". More export file options is needed.
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Duplicate Process feature
Need a way to duplicate the Process instead of manually creating new process and adding actions again
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Maxmise compatibility for exports containing dates and periods
Anaplan is using a unique date format “1 Jan 22” and “Jan 22” as opposed to “2022-01-01” and “2022-01”, which are more common in data science. When Anaplan data containing dates and periods (e.g. the daily traffic per shop) is exported to another system (in this example I use Google BigQuery with the CloudWorks Connector),…
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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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Please add filters to the IMPORT actions columns.
Trying to find a source or target in a list of 500+ imports is quite a time consuming process. Adding a filter or a sort to the columns would be such a big improvement I used to copy and paste the import actions into excel, but now it seems you have changed the format of the table and this is no longer possible, so now…
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When builders update action triggered from CloudWorks, don't require CloudWorks rebuild
Input from customer implementation team which uses CloudWorks to trigger Anaplan actions. "When we want to edit or change an Anaplan action that is embedded in a CloudWorks process, we risk breaking the process and requiring a rebuild. Our processes are large by necessity. We frequently update actions/process in the…
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Organize Anaplan 365 Cards by Model
The Anaplan 365 Add-in allows a user to save Cards as Templates and then subsequently import then into a Microsoft Product like Excel. However, for a company with many Apps or Cards saved as Templates this can get confusing since there's no organization to Cards within the Anaplan 365 Add-In. Names also get cut off so…
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Application of Filter Condition on Tabular Multiple Column Export
Hi Team, We see a challenge in not getting the Cost Center dimension when filtered to the saved view, it is not getting exported as per the Named Saved views instead we get all the Cost centers as default to the module. This feature is required for us to have it in the Tabular Multiple Column Export for the Integration…
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Native Email Notification in Anaplan Connect
It would be great if Anaplan Connect had Native email Notifications that would help users know whether jobs that run were successful, partial, or failed.
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Anaplan-Excel Power Query Connector
Currently, Anaplan supports connecting to Power BI via the Microsoft Power Query function * https://help.anaplan.com/e1cdf0b7-631f-4cd6-b4df-a5e0927e1ef8-Anaplan-Connector-Power-BI-Desktop * https://learn.microsoft.com/en-us/power-query/connectors/anaplan It would be extremely useful if Anaplan supported connecting to the…
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Check Import Source - CSV File
User Suggested Feature Check import source of a csv file, to check who uploaded the file. Currently the option to check is through model history but if there was a way to check import source originally (user) would be useful feature.
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User to select columns for variance analysis
New variance feature is a long awaited one. And finally we have it! But this feature is almost a hardcode and it does not allow an end user to select which of the two columns to be compared. Before placing this idea I have open a topic in UX Designers forum to collect thoughts of the community about it: MR: User to select…
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PowerQuery Get Data Connection to Anaplan
Could we please have the ability to Get Data from Anaplan in Excel Power Query (not Power BI which already exists).
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Microsoft Teams - Anaplan Integration
A number of customers have expressed a desire to have an Anaplan - Microsoft Teams integration in the same way as now exists between Anaplan and Slack. * Push links to pages to users' Teams accounts * Anaplan notifications * Subset of above: as Anaplan Process Orchestration progresses the need / benefit from Teams link…
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Add 'Use Current date' as model action
The 'Data Write' action functionality in Anaplan App (UX) is great and provides the ability to 'Use current date'. This means that by pressing an action button on the page, a module with a date format will be updated with today's date. Seamless and simple! Below I have 2 simple use case examples for this: 1. Workflow -…
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Ability to Add Data Write Action to Existing Process
1. It would be really a game changer if we are able to add Data Write Actions to the existing processes, It would not only scale up the usage of the Data Write Action but also would save a lot of time and effort and would save us from creating multiple saved views and actions. 2. Currently, Data Write actions can only…
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Syncronize card template context selectors for Microsoft 365 extension
Summary (See suggestion* for detail) - Improve user experience with user driven context selection for cards in template library, rather than going into the backend and updating each saved card for the required context. Context - The release of the extension - Anaplan for Microsoft 365 allows users to import from cards in…
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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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When selecting the option to Void a DocuSign document, it should be possible to provide the reason
Currently when the Anaplan user choses the option to Void a DocuSign document, they are not prompted to provide a reason. The resultant email which is sent to all DocuSign signatories states that “<Workflow> has been Voided for the following reason: Not specified”. It should be possible that when a DocuSign document is…
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Ability to rename DocuSign Workflow without having to redefine the entire Workflow
It should be possible to rename an existing DocuSign Workflow without having to redefine the entire Workflow. Currently, the only way to rename the Workflow is to edit the Workflow, which requires 3 distinct steps to be completed: (1) Main Settings, (2) Map recipients and (3) Configure Anaplan. The Workflow naming is…
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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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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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Drill Through/Link External Source Mapping to a given line item
Be able to list or link to a URL the original source information when there is no deeper level. EG. In a source data module, if drill down is completed the admin has the ability to attach a URL to the source material (if it is an extract/table that was pulled from, view, etc.) and if it is entered having the view/field…
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CloudWorks: Duplicate an Existing Integration / Process
Could Anaplan's Product team for Cloudworks enhance it to allow customers to copy an existing integration or process? … This will make it easier to copy existing connections, and then modify them for the purposes of the new integration (for instance, relink them to different Azure Blob directories, etc) This would save…
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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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Ability to Import via .CSV non-US formatted dates
Looking for an enhancement to allow non-US users that don't use US formatted systems to be able to upload .CSV files that contain dates. Currently any non-US formatted files will cause an incorrect date to be populated without any errors or notifications.
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Ability to attach an export to email notification and send it to non-Anaplan users
Hi there, It would be good to have an option to send a notification to non-Anaplan users and add an export file to the email notification. So, this will give a flexibility to the end user to inform non-Anaplan user while staying in Anaplan. Thanks, Humay Kh.