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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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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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Have a timestamp on when an action or process was last ran
It would be great to have Anaplan built in functionality to tell a user when an action or process was last ran. This would be extremely helpful in identifing forecast locking, data loads, etc.
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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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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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Automate actions that run the Anaplan Optimizer with Anaplan Connect, Cloudwork and the Anaplan API.
Until today, actions that run the Anaplan Optimizer are not supported by Anaplan Connect, CloudWorks and the Anaplan API. Because of that, it is not possible to put any processes that include the optimizer on schedule. This is blocking a number of use cases that could add value to our client.
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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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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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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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Ability to manage metadata (add/delete/re-parent list items) via the Excel Add-in
Summarized Feature Request End users need the ability to manage list items, i.e. metadata, via the Excel add-in. By far the highest-priority and highest-value need is to add new list items. Situation Users switching from Oracle Hyperion / Essbase love the Essbase SmartView Add-in for office. One of the reasons they love…
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Remove Line Item Mapping when Item is Removed from Import Data Source
Within the Line Items tab of the import dialogue, please can line item sources be removed when these are removed from the import data source. Take the below as an example: If I were to remove Revenue from the import data source, the Revenue line item source would still appear on the left to be mapped to a line item target.…
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Default Export File Type to CSV
This one is simple. Anaplan's recommended export file type is CSV, yet the export dialog defaults to Excel / XLS. Yesterday we had an integration mysteriously run for 7 hours, later realizing it was because the export file type wasn't changed to CSV. Please allow model admin to set the default export file type to CSV. This…
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Automatic unique codes for nonumbered lists
A unique identifier is required for items in a non-numbered list. There shouldn't be an option to edit it even by administrators (analogue of #-code in numbered lists) An example of the enhancement: Add another system property called for example (system code) and make it noneditable but accessible through formulas and…
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Ability to authenticate as an SSO user with Anaplan connect
-Submitting for the client - United Laboratories Inc. At the moment, any user has to be made "exception user" to run actions through Anaplan connect. Let's say, the user has access to multiple work-spaces. In some work-spaces, the user is toggled as an "exception user" to use Anaplan connect. In some workspaces, the user…
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Line Item Data Connections
If a line item name changes in the source, keep the mapping in actions so that it pulls from the new line item name automatically.
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Ability to disable Update notifications in Excel/PPT Add-Ins
Description of the enhancement required: Allow disabling of Update notification in Excel/PPT Add-Ins. An example of the enhancement: An Administrator could determine whether End Users should receive the Update notification in the Excel/PPT Add-In. A story for why they want the enhancement, (how would it help their business…
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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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Enhancement to existing Bulk API for Import Metadata
There is an existing bulk API endpoint that allows workspace admins to retrieve the full list of Import actions from a given model. This endpoint is in the format: https://api.anaplan.com/2/0/models/{{mdlID}}/imports/ where {{mdlID}} is the model GUID. This returns a JSON response, which contains an object called "imports"…
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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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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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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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add processId, actionId, fileId as columns in Settings (for API development)
This will speed up API development and runtime both. The API requires ID's as parameter, however Anaplan UI shows only the Name. When using API for sending data to Anaplan or triggering a process we now use the name for searching the id. Currently this requires additional looping in our API framework. If we know from the…
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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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Have the Docusign Add-In Update the Status of Documents Automatically or have an 'Update All' button
* Description: Currently, in the Docusign add-in, you have to manually click into each document and click on update to get the current status. This is painful if you have a lot of documents. * Example of Enhancement: The best solution would be to either have this automatically update regularly, or have an 'update all…
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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!! 🙂 🙂
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Copy Paste Formatting into other Tools (Excel)
Description: Much like this example, Anaplan formats in odd and weird ways when moving into Excel. Numbers being copied pasted into excel should retain a numbered format instead of scientific notation when pasted into Excel. Example of Enhancement: Values copied from Anaplan have a format attached to the value in the…
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Ability to change switch models in the excel add in
moment when you set up an spreadsheet reports pack via the excel add in you select a model to work from and are not able to change this. I would like to be able to change the model you look up to without having to rebuild the reports pack. We have a medium sized reports pack that works in the excel add in taking a lot of…
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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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API: GET the data in a chunk in JSON format
Description: Enhancement request for Export API: Download file (sample URL below) to output data in JSON format Example of enhancement: GET https://api.anaplan.com/major/minor/workspaces/workspaceID/models/modelID/files/fileID/chunks/chunkID Benefit/impact: Anaplan Connect does not have the Export (direct) into Oracle…
