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Bulk Copy On Items Within Modules and Bulk Copy Actions On Dashboards
Hi Anaplan, Currently the ability to 'Bulk Copy' of data only exists a list items data to be copied to another list item across the entire model. My idea is to have the ability to 'Bulk Copy' but only within a module from a list item to another list item within that model. Meaning that the data being copied only happens…
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DocuSign > Anaplan Integration for multiple Users
Currently, when using the DocuSign integration inside Anaplan, only the User who creates an envelope or workflow has access to that envelope or workflow. This idea is to allow for multiple Anaplan admin users to be able to view/edit/use each other's created envelopes and workflows.
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Use columnar file formats with cloudworks
WIth the ability to connect cloud storage to anaplan with cloudworks, it would be great to be able to use columnar file formats (like parquet or orc). Parquet format is considered a better file format for analytical workloads as large sets of data can be read faster than with row files format (.csv, .txt, .tsv..). As these…
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Ability to copy/paste values incl. hidden decimals from Excel
When copy/pasting values from an Excel table to Anaplan, it only includes the decimals shown in Excel. E.g. if the value 0.5499 is in Excel but the cell in Excel is set to only show one decimal place, the value displayed will be 0.5. When copy/pasting to Anaplan, 0.5 will be used and not the full 0.5499. This issue can of…
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Auto Change of Width and Height post adding data i.e. Time etc.
Manual change of values for height and width isn’t a ideal solution as user unable to even view any of the values. Screenshot for your reference: For this scenario user selected below data for the insertion of image: Clearly user wants data of Time Nov 20, but user able to see data which is even not clear till June only,…
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CloudWork: Support dynamic source file name
It will be a good idea for CloudWork to accept the source file with dynamic file name. For example: File name which suffixed with Date and/or timestemp.
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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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CW flow's step startup settings
This would be a very convenient option: start a step and not wait for it to finish. For example, I need to wake up the model that will be needed in step 7. It takes 30 minutes to wake up, so I have to start waking up in parallel with step 4.
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CloudWorks - Ability to add up to 50 steps to the Integration flow
As a tenant administrator and model builder, I scheduled 39 CW processes during the nightly integration. It's pretty hard to schedule them separately one after another, so an integration flow would be a lifesaver, but now you can only add 10 steps to one integration flow, so the new mechanism doesn't solve the problem…
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Allow .tsv files in the Cloudworks UI (again)
The Situation Currently we import all our files as a tab separated file (tsv), bundle a set of import actions in a process and orchestrate these processes trough Cloudworks Integrations. Tab separated files are one of the first possibilities in the file options: To indicate such a file is tab separated all our files are…
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Anaplan tab in SalesForce user mapping based on email rather than User name
We use a different user name between SalesForce (firstname.lastname@company.com.suffix) and Anaplan (firstname.lastname@company.com). Therefore it is not possible to have an Anaplan Tab in SalesForce application matching user names in both applications. Can you please add the possibility to map between email adresses…
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Zoom Chat Integration
There is an integration for Slack but not Zoom Chat. I can connect you to Zoom's engineering team if needed.
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Tableau to Anaplan Integration
Hi Everyone, I was doing POC for Integration between Tableau and Anaplan, where we export the data from Tableau as a file(.csv) and load the file into Anaplan. Thought of sharing my approach here. Below are the prerequisites we would need to proceed further. Download the latest Tableau Desktop from the Tableau Website and…
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Manual Input for Recipients of Notifications - CW
At the time of writing of this post, it's only possible to choose from a limited list of recipients who receive the Notifications of CloudWorks integrations. However, it would be very convienent to be able to manually input email adresses of the recipients. This would allow to send the notifications directly to Team…
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CW settings report
It would be very convenient to export all CW processes to a table to quickly check settings between processes, without waiting to load, because now you have to click on each process and wait 2-3 seconds to load the fields in the first tab, then wait again for the second tab, then click on the next process and wait again.
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Make available for a Import Data source these system columns: Current Timestamp, Current User, RowID
As a Model builder, when I create an import action and I choose an Import Data Source ( File, Saved View, etc…) I would like that the Import Data Source to have available these additional system columns: Current Timestamp, Current User, RowID that can be mapped to target elements. Current Timestamp: should be populated at…
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custom source connector plugins
As an integration admin, i need to be able to create custom source connector that can be scripted (using typically python, java) to get access to different types of sources data formats without the need to go through a csv or txt file upload each time. This would allow to get data sets from reading apis endpoints,…
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Set the fields in a certain order that will not change for exports and have alias headers
For downstream systems, the headers must have specific names that are not related to how the Planners use Anaplan. Also, some of the downstream systems are very specific about the order of the fields in the export. When Anaplan has to adapt to business changes, the export to the downstream systems has to remain constant or…
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Building Imports quicker/Implement import button in Imports tab
Hello, We had a need to trace the data flows into a number of modules and line items. In the case where there is a formula relationship, it does not present difficulties, but not in case of imports creation. We do have access to information from the Imports tab, from the Actions section. But it is only helpfull when you…
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Transactionnal API - Direct Query with JSON Line / Parsing ?!?
Hello, I am looking currently at the Transactionnal API. I see great usage associated to Transactionnal API reading function for direct reporting through third party tool (ex : POWERBI), which offer more thank BULK API. This call help you to direct query a view : Currently, the documentation show a limitation of cells able…
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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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Any GCP - Anaplan integrators
what level of data sets can we directly ingest from Anaplan to GCP/BIG Query ?
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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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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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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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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?