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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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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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Add Ability to "Push" data to another model as opposed to always "Pulling" data into a model
With a data hub model in place, it would be beneficial to run a series of actions or processes, on-demand or via Anaplan Connect, that would take data and lists from the data hub and "push" from the data hub to the downstream models. As Anaplan is architeched and working now, you would need to go to downstream models,…
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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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Excel Add-in for Mac
Some of our clients use Mac computers and it would be great if you could develop excel add-in for Mac OS too!
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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…
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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.
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Action/Process Run History
There currently isn’t a way to find out when an action or a process was last run. There is also not a way to see when the last time that a file was uploaded. We would like to Anaplan to capture the last time each one of these actions, processes, or data uploads occurred.
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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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Make all API's available across tenants.
Currently most API calls only work within the default tenant. As a developer this limits the ability to work with other projects. For all api calls add /customerid/xxxxx-xx-xx-x-x/ to the path to reference another tenant. If tenant id is not supplied then default to the users default tenant. example: When listing…
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Use Gregorian calendar week numbers instead of fiscal week numbers
Hello community, Currently Anaplan uses its own week numbering to determine the week number. When fiscal period is different from jan-dec, then week numbers do not match at all with calendar week numbers as defined in ISO 8601. This makes it very confusing for users to adapt to these new week numbers, especially when users…
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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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Provide detailed log on cloudworks
As an integration admin, it woulf be very useful to be able to get (through api or the ui) a log detail of the last cloufworks run for a given integration. This is necessary as the current error messages are a bit cryptic to understand like "process failed"
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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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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…