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Personal Export Settings
We've always used the standard Excel format as that was top of the list, now you've changed it to csv with the release 14/05/22; however, csv doesn't keep the formatting so we had formulas that failed in other Excel workbooks when we pasted the Anaplan export in. It's resolved by the user changing the export format to…
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Excel Add-In: Possibility to display name or code for list members
I would like to have the possibility to extract different attributes for a list member in the worksheet via Excel Add-In (rather than just the name), in the same way the direct export from Anaplan allows: display name, code, parent, etc. Few examples where I find this functionality useful: reconciliation process after 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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Snapshot Current System time function
Currently there is no current date/time function in Anaplan. After talking with developer from engineering group, we understand that one of the challenges to implement this is that Anaplan is "moment of time" system, if you have a formula reference Current time, then it would be only true for that moment, what happen if…
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Fix ability to use zip files in Cloudworks and UX
While using import actions in UX and Cloudworks I discovered with the help of Anaplan support that zip files cannot be used except through the backend and old UX. We would like to have the possibility for Anaplan to use zip files in UX and Cloudworks as it is indicated in the Planuals best practices. This is required to…
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Add Minutes to trigger frequency in Cloudworks
Suggest to add minutes to trigger frequency Currently in trigger frequency in scheduling window there is no option to select minutes, This can be extremely beneficial and can add more flexibility to scheduling tool As example 1. During active forecast and budget time data constantly needs to be imported & exported 2.…
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Allow user to choose time format on exports
When exporting, different scenarios will give you a different format for time. This would be an option within the Export dialog, similar to how you select the date format when importing a file. Specifically, exporting with two dimensions on columns will give you the date format MMM YY. This can cause issues in other…
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Warning when attempting to change a saved view used by an action
No small amount of problems have been caused in our model by someone unknowingly altering a saved view that is used by an import action. It seems reasonable to me to tell the builder who is about to delete, or overwrite a saved view that is used by an action so they can make a decision to proceed or not. Ideally, it would…
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Uploads in .pdf/.jpg format (instead of URL)
It would be better if Anaplan facilitated uploading of documents in .pdf/ .jpg format , instead of using URL because not all documents are readily available on the web. Some of them might be scanned copies of confidential papers and cannot be posted on the web (to create a URL) without using a third party software/ app.
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Schedule automated Anaplan notifications
As a Page Builder/Integration Administrator, I'd like to be able to schedule Anaplan native UX notifications. This would allow me to send native (instead of email) notifications to a set of users (hard-coded or lineitem-driven) about a predefined page. I'd like to be able to have different scheduling options, each being at…
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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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Setting to ignore elements when imported into a time dimension.
Hello everyone! I constantly face the problem that I described in this topic. The problem is that if, when loading data, you have time in the columns, and the rows have several non-embedded columns (reference for the user, outgoing measurement (and the mapping is done according to an additional LI: code), then at the start…
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Ability to access multiple tenants with Power BI Connector
Currently with the Power BI Connector you can only access your default tenant but would like the ability to access multiple tenants during log in.
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CloudWorks custom load calendar
Suggest to add ability in Cloudworks to create custom load calendars. Not all data integration loads follow a recurring pattern but are instead based on custom load dates. Adding ability to e.g. specify a specific load calendar for the next 12-18 months will ensure load dates are aligned with business processes and reduce…
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Custom return code for API / Anaplan Connect
It would be nice to be able sending custom return codes/messages to the API / Anaplan Connect. This will help us in be more proactively in case of errors. Think about a validation dashboard, which check data consistency. It could be that after a new data feed some functional data errors are flagged up at this dashboard…
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Trigger API from Anaplan (native solution)
I would like to be able to trigger the API from Anaplan (e.g. button on a dashboard). This will enable sending data to another Anaplan model or to a different system event based by an end-user, rather then scheduling it outside Anaplan. Eventually it will enable much better integrations with 3th party solutions (advanced…
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Ability to clear text formatted cells on import
Description of the enhancement: The two options of "Clear target prior to import" and "Only update imported cells" are not sufficient, as if you select to clear all, it clears ALL the text, not retaining any previous info, and if you select "only update imported cells" you do not have the ability to clear any cells, only…
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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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Duplicate Process feature
Need a way to duplicate the Process instead of manually creating new process and adding actions again
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Delete from List using Selection must work differently for the nested list
My Idea: For the backward compatibility, add a check box in "Delete from List using Selection" action. When it's TRUE (default is FALSE) - running the action will delete all elements (leaf and parents) which have TRUE in the selection line item. This won't affect already excisting processes, but will allow to have one…
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Set the delimiter for CSV Exports
The European format for CSV file is a semi colon delimiter and a comma decimal point. The current behaviour is some European users seem to get an export in this format even though it is not supported in anaplan. The windows/browser formatting seems to take over while other users get the more usual comma delimited file.…
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Stop a process in CloudWorks
I kindly ask to add a "stop" option in CloudWorks Integrations Menu, because I have a process which is stuck and I need to spent a lot of time to delete and re-create it every time a process doesn't work. Thanks in advance!
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API Calls for "Export PDF" in Reporting
It would be great if Anaplan had API's that could call for the "Export PDF" in reporting. Allowing for this would give customers a flexible way of automating the exports at whatever consistent frequency needed. Thank you..
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New Source Files should be accessible by all Admins as default
When we are creating new data feeds to Anaplan via API, it will set the new file on private as default, which you can't change afterwards anymore. In our case the file would be created by our 'AnaplanCoE' user we are using for the API. It would be great if you can change the file that it will be the default for everyone or…
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Renaming line items should be propagated to import definitions
Currently renaming a line item correctly updates all module formulaic references. However, it does not get propagated to import definitions and Anaplan silently "ignores" the change i.e. the target column stops getting populated without any error or warning. Ideally name changes should get reflected in all aspects of the…
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Export module with comma as decimal separator
Requesting an enhancement to be able to export to file with comma's as the decimal delimiter. At the minute the export is not using the Number format options of the line items. So if I set my line item format to have Comma as the decimal separator, the export ignores it. If there's an Import option to do this, shouldn't…
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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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Change import default name while setting it up
It will be good to have ability to change an import name the same time when you first create the import. For example, having a special field on import setting window, like in screenshot.
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Option to export Graphs with Title and/or Labels
When exporting a graph from the New UX, the title of the card is dropped as are the labels/selectors. This is the case whether it is exported via "print chart", or PNG/SVG/JPEG. Ideally, there would be an option to include/exclude this information on the export, but at minimum to automatically include this information on…
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Import into Parent Level using BreakBack
I would be really good if we can import data into the Parent Level when Breakback is enabled. Currently, it is not possible in the system . Hope to see this functionality soon in Anaplan!! 🙂 🙂