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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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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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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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Ability to combine processes across models in CloudWorks
The use case is to orchestrate a data integration workflow in one CloudWorks schedule containing steps executing model-to-model imports from many processes residing in various models, e.g. update DataHuab lists and modules, then update planning model lists and modules, then update reporting model lists and update.
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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?
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combination of properties import code creation
Anyone who has imported on a combination of properties into a list will understand the frustrations that can arise. For me there are two specific frustrations that i can think of a simple solution to. The problems: 1. Importing into a list using a combination of properties ALWAYS creates a new list member even if the same…
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Export - Data Source
Hi Community, I am thinking that would be very beneficial for model builders to have the possibility to view Data Sources for Export Definitions. For the large models with lots of external integrations and different export actions is pretty difficult to follow the source of a particular export if you can have dozens of…
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Export defined in a model should be connected to a view
Hello Team, Currently, when we create exports and save them in actions - they are disconnected from real module views. Example: if you create a new export definition, based on a current view (with a filter or smth else) it is not possible to revisit and amend this view after some time and see what view is feeding an export…
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Update Current Timestamp by adding a New Action Type
As workspace admin, I would like to have the possibility to update the current timestamp in UTC timezone by having a New Action type created ( similar to the below picture ). This could work in a very similar way as the very nice new feature "Update Current Period": 1. Create in a module without any dimensions a line-item…
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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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Native scheduling action in Anaplan (w/o API. Connect or 3rd party integration tool)
Could Anaplan action iteself allowing for scheduling? (i.e. a common use case would be you have an action that brings data from Data Hub to Spoke models and data in Spoke models need to be refreshed everyday) - It would be super helpful to have this function built-in at the time the action/import is set up in Anaplan,…
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Cloudworks Integration Email "Cloud works integration broken."
Hi Team, I have a few requests for cloudworks: * Can we have the ability to select the users that will receive email notifications for cloudworks * If an integration file is processed via cloudworks and it has any records that come up with ignored or any rows that that failed an email is sent that says "Cloud works…
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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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Cloud works AWS S3 Automatic file selection from dropdown
In Cloud works AWS S3 connection, user get to choose file from dropdown. If a similar file is generated month on month with a slight change in name (For e.g.: ABC_Apr22, ABC_May22 etc.), then user will have to manually change the data source and there will be no automation for this. I recommend giving asterisk/wildcard…
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Automated method to refresh data from Production to another environment
Right now in order to refresh Production into Integration for instance, we must: - Ensure that no Revision Tags are in progress and that they are all deployed to Production before starting the refresh - Archive the target model - Duplicate the source model into a new Integration - Reset all the security as they were -…
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Cloudworks or Anaplan APIs: Automatic Archival Process
As a Model Builder or Integration developer, I would like to have the ability to have an automated process via Cloud works or ALM APIs to archive production models on a specific time cadence. By either exposing this functionality through ALM APIs or via Cloudworks, it will remove the admin work to archive models on a…
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Excel Add in - Insert new items functionality
Insert new items setting does not work as expected. If you have it selected, ALL new items are pulled in, not only the new items that are part of your parent selection. Example: Hierarchy list of L1, L2, L3 and L4, I only want certain L3 members and all of their descendants, so I check one of these values and all of the…
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Exports linked to saved view and user selection
User Story As a model builder I would like to set-up exports that are connected to saved views and that synchronize with a dashboard to provide for end-users dynamic & efficient export possibilities and enable sustainable integration with other systems. Explanation Unfortunately, we are not yet in the position that all…
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CloudWorks: customizing the integration list
Hi all, To make working with the list of integrations faster and more convenient, I propose to make it possible to change the columns in the list by adding any necessary fields from the "Overview" and "Schedule" tabs (selecting the necessary fields with checkboxes in the list menu). This way, you won't have to click on…
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Option for the default file format for new exports from classic dashboards
In a May Anaplan release the platform was updated such that when users in classic dashboards created a new ad-hoc export, the default file format was now .csv, not .xls. In many respects this was an improvement and certain customers preferred the .csv setting, but some customers need the files to be in an Excel format and…
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Enable Display Name Functionality on Non-Numbered Lists
Hi Anaplanners, I love the Display Name functionality on numbered lists. I sure could use this across all lists. Sometimes building lists off transaction IDs makes sense but by the time the data gets to the end user flipping to the description would be nice. Thanks!
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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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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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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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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…