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Allow Multiple Item Mappings on Imports
Sometimes when I import data into a line item or column, even though they match directly with the existing column, I still have to manually map the items. Sometimes I have a very large list of items which can span to over a hundred. When the auto-map does not work I have to manually map each one. How possible could it be…
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Merged: Option to disable Action buttons on dashboards based on conditions
This discussion has been merged.
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cloudworks ALM
As an integration admin, i would like to be able to have the same set of features as the ALM for models, namely : - a deployed mode, standard mode, where the deployed one has structure defined and not updatable (connexion, name, file, process selected, model selected...) unless specifically indicated as "production" -…
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API Read cell data by coordinate
As an integration builder, i need to be able to read cell data based on a cell coordinate. This is similar to the update data api call with the difference that it s a read instead of write. This is needed as sometimes you need a specific set of data to be interacted with other applications dynamically and you dont need to…
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Excel Add-In Options for Export of Data
While the Excel Add-In has seen significant improvements in both functionality and performance in recent months, it would be useful if a user could have the option to treat the data more of an "Export" and less as a "Pivot" - I am trying to essentially accomplish the below - but through functionality I would expect from…
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Importing data via model connection
Hi I have a request fromme and a customer:: * When importing data via Anaplan model, can a find diologue box be available to search for models/data (instead of using ctrl F) and can a preview of the data eg view be imported; be provided to show the data source prior to confirming the import?
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Be able to execute an action as admin
It would be useful to define some action to be executed with "admin priviledges". For example to clear, with an action, some DCA dependent line items that are no longer writable.
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Using Saved Exports as Import Data Sources
I suggest implementing a feature where we can use Saved Export Definitions as Import Data Sources. Right now we can use a File or Connect to Anaplan Model - I would love to be able to select Saved Export Definitions in addition to current option of Lists, Modules and Saved Views. The natural place for this, in my opinion,…
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Use setting grids as a model Import Dat Source
There are certain fields in the settings tables of a model that would be very useful to be able to easily import into a module for further calculation/model usability. The uses I have already encountered would be: * The 'user settings' table - this would allow filters and dynamic cell access more easily based on role, or…
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Activity Record of List Members
Currently there is no ability to see a detailed record of the list members created after running an import into a list - you can only see that X number of members have been created or updated. Additionally, there is no record of the DateTime that list members were created. Including a Created Date and Time (UTC) column and…
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Actions tab -> Imports Tab -> Can we have the ability to export this data into an excel file?
Or can there be a way to combine the data on the Actions tabs with the Imports tabs to pull an entire listing of my Imports and Processes? I am constantly copying and pasting data from the Imports tab into an excel file so I can filter and find the necessary imports and where they come from. Especially after…
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Action disable dialog box for Run and for Close if no other end user action is needed
Use Case: Today when an user hits the Action Button, the user always gets a dialog box, need to push Run and after the process ends, a dialog box is asking to hit the button Close. In this example no other action is required by the end user (no file selection, no item selection) and for the end user the steps Run and Close…
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CloudWorks - Export Activity for Integration Jobs
While using Anaplan CloudWorks, it will be helpful if we could have the ability to export the activity, similar to how we can export the history from our models. This will assist in any analysis that could be performed for our integration jobs. Additionally, it would be beneficial to see the start and end time for each…
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Anaplan Addin for Microsoft Word
Users generally need to add commentary around the data retrieved from Anaplan modules. Anaplan Word Addin can fill this gap by providing the capability to extract information from Anaplan. Furthermore, it'll be really useful to extract just one data intersection using some formula like CHOOSE or GETVAL, given the user can…
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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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Create/modify existing API Endpoint to lookup model objects by name, code or id.
The current method to find the system id of a model object (list, module, line item, etc) is to pull the entire list down with a get call and then loop through that response checking each member for the name/code/id that you are looking for. I would like to see a new endpoint in which we can pass a name or code and get the…
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Ability to include a Line Item in a Line Item Subset via an import process
Currently, the only way to include a Line Item in a Line Item Subset is to manually go into the Line Item Subset and check the Boolean to add it. What I'm proposing is the ability to import into a Line Item Subset's "include Booleans" so that one can include/exclude Line Items from a Line Item Subset based on a Boolean…
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Headers in export files
When Exporting files from Anaplan I would like the possibility to remove the list name from the header when adding properties properties in the export file. Today I can only choose Include or exclude Row Label headers. I would like to have the possibility to exclude the name of the list in the header. From above export I…
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Translation of time list for views and exports
Recently I've been working on an implementation of Anaplan to a non-english speaking customer (portuguese in my case). As part of that journey I was very pleased with the fact that in the data imports Anaplan can translate time from different excel languages into the standard time list - in other words months in Excel…
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Default Export Excel Format
Hi, I am keen to have the default export to excel option changed to the xlsx version rather than the 1997-2003 xls format. While I know you can change this when exporting it would make sense to have the newer version as the default to allow for quicker exporting. Surely 99% of users would prefer it in this format ? I…
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Regex Formula
It would be very helpful to include a regex style formula in Anaplan so we can pre-process text fields ahead of an integration, or even help to cleanse messy inbound text. Currently if we want to remove special characters, or parse strings into cleaner formats we have to specify one by one the characters we wish to remove…
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Cloudworks export date format timestamp
I would like to have the possibility to define the date format for exports to cloud storages. When you currently export files through Cloudworks you have the choice to tick/untick the overwrite file option. If overwrite is unticked Anaplan adds a timestamp in a worse machine reading format (e.g. <action…
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Excel add-in Russian Localisation
As an end user I would like the Excel add-in to support and be localised in Russian.
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Cloudworks Integration not able to see API files
Hi Team, Our client has decided to use webMethods for their Anaplan integration. When webMethods sends a file through the an Anaplan integration user, the file is set to private and we do not have the ability to change the file to admin or everyone through the API or on the integration user on Actions - Import Data…
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Cloudworks Additional Time zones for Australia
Hi Team, Can I please ask that Brisbane and Perth time zones become available in cloudworks for selection. In Queensland we do not have daylight savings and as a result this could impact integration tasks for a misalignment in timing of the integration files coming into Anaplan and a cloudworks process schedule being run.…
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Selective slide exporting from Management Reports
It would be great to be able to select specific slides to export when export management reports to PDF. Currently the system automatically exports all slides and you can't deselect any if you don't want to include them in the report pack.
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Custom Module Views in Powerpoint Add-In
The Powerpoint add-in does not allow users to create custom module views. This is essential for user adoption of the add-in, especially when a referenced model utilizes ALM (Dev/Prod). In its current state, the Powerpoint add-in relies on saved views from a model. This is fine when the underlying model is in Standard mode,…
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Moscow TimeZone for Cloudworks
As an Integration Admin, I need to schedule an action in Cloudworks for Moscow TimeZone (UTC +03:00) to run actions in the proper time.
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Process of Processes
Hi team, I would like the ability to run a "process of processes". Currently I have to maintain multiple processes that often have overlapping steps and it makes maintenance tedious and ripe for human error. Example: Process 1 - Refresh Cost Center Hierarchy Process 2 - Refresh GL Account Hierarchy Process 3 - Refresh…
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CloudWorks additional integrations for AWS
Currently CloudWorks can integrate to S3 buckets. Can we expand this to include FSx (https://aws.amazon.com/fsx/windows/) and EFS (https://aws.amazon.com/efs/)? this would provide much easier integrations into corporate file system. As more companies move to Cloud based IT infrastructure this would great increase ease of…
