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Ability to assign Versions to line items
Use case: Import of transactions into a List where properties are defined to specify the dimensions (Time, Version, Entity, etc). I am not able to make a connection between a Text item and the Version. The Versions is needed for the customers who not only import Actual transactions but also other Versions (Forecast/Plan…
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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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Set the delimiter for CSV Exports
The European format for CSV file is a semi colon delimiter and a comma decimal point. The current behaviour is some European users seem to get an export in this format even though it is not supported in anaplan. The windows/browser formatting seems to take over while other users get the more usual comma delimited file.…
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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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Organizing Model to Model integrations in CloudWorks
As a Integration Admin I would like to have the possibility to organize the integrations/processes with, for example, folders and/or categories. This in order to have an good overview. With our setup the list of different processes is long, at least ss long as no function for sequential run of different processes is in…
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CloudWorks Scheduling by Day of Month
It would be great if we could schedule Imports & Processes during Month End dynamically. e.g. Each Month I need to edit my schedule to update the Start Date & End Date for the relevant month end period. Would be great to have 1st day of month as a selection from Start Date and 7th day of month for End Date as an example so…
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API Calls for "Export PDF" in Reporting
It would be great if Anaplan had API's that could call for the "Export PDF" in reporting. Allowing for this would give customers a flexible way of automating the exports at whatever consistent frequency needed. Thank you..
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New UX: Ability to view and export "codes" as labels in grid view
When producing a grid table, it would be useful to have the option to also bring through the code in a separate column/row next to the display name and have the ability to show or hide these depending on the user requirements. Likewise, having the option to export with the code. A small example is below. I note the export…
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Increase Size of the Action Icon for Additional Insight Cards with Actions
When working in a worksheet the user is able to add various cards (text, field etc.) to the additional insights pane and even add a process/action to these various cards. However, the Action icon in the top right of the card is extremely small compared to most large blue processes Anaplan offers in the UX. Can we increase…
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Search option while importing Saved Views from one model to another
While building imports from one model to another, it is tough to look for Saved Views as they are not sorted alphabetically. It would help if we can have an option to search the Saved View while importing.
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Excel add in sorting
Can we have the option to Re-Order and Sort List items during Pivot ? In General, Custom Sorting is very important when people need to work from Excel.
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Powerpoint Addin Integration with New UX
For the Powerpoint Addin I would the ability to be able to import Cards and or Pages into the Powerpoint Addin. This will enable me to replicate the views available in the New UX into Powerpoint for those users who would not necessarily have access to Anaplan. The import process should create a dynamic link so that the…
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Filters in List Grid View
Same as in modules, there should be an option to add filters in Lists grid view. This will help to filter list data view based on properties or subsets. Currently, we have to export list data in excel to do any data analysis based on properties and subsets.
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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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Save UX Export Definition as An Action
It would be great if we could save/automate dashboard exports from the UX in the same way that we can in the old dashboard experience. Right now, if we want to automate the sending of a dashboard export (a PDF), we need to do it as a saved view of a grid or build an old UX dashboard to export from. Right now, if I export a…
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Dynamic names for exports
It would be nice if we could define dynamic parts in the export filenames. For example a timestamp and or information about the selection perimeter for example : define the name like VALIDATED_INVOICES_%ORG ITEM%_%YYYMMDDHHMMSS%.csv that produces a file named VALIDATED_INVOICES_FRANCE_20211005165155.csv when generated
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Suggested Import Data Source
Would be nice if I could quickly select an import data souce when setting up new import based on the most recently created saved view. The suggested source item can be based on whatever the last source in the Import Data Source list is.
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Restrict Characters in Open Text Line Items
It would be great if text formatted line items that are user inputs could be restricted to only allow certain characters. When users are allowed to input an escape character or newline, it can create problems for exports.
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Change in Anaplan Connect Error handling to include functional errors
While working on a requirement to handle errors in Anaplan processes, we checked and tested few cases if we could capture return/exit code (i.e. error level) sent from Anaplan job processes to determine whether the process was successful or failure (This part is handled in Task.class file of AnaplanConnect…
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Export excel number format align with Anaplan data format
We have lineitem set as number with 2 decimal places. We set export file action with excel format template for user to easily upload back to the system. The excel output does not set data format by column but by cell which making us lost decimal number if we did not change format to number. Cell that already has data…
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Prompt for Import Data Source name and Import Action name
Something that would considerably help with building cleaner models would be if users could enter names for import data sources and import actions during the import dialogue. This would prompt model builders to assign a considered name, and substantially help to identify import data sources and import actions after the…
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Excel and Powerpoint add-ins for Office Online
As well as the existing Excel and Powerpoint add-ins for on premise/desktop versions of Office it would be good to have similar integrations available with Office Online which deliver the same functionality.
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Import User List into the model in Deployed Status
Being an Anaplan admin, I would to be able to upload User List into the model in Deployed Status following general approach of imports from files (with ability to upload .csv file). Currently, the only way to do it is to check the import in the system as "Production Data", re-upload source file directly in production model…
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New Filter Option: "Absolute Value" and "In Between" Filter
It would be very helpful to have a filter option added that allows a user to filter on absolute value as well as to filter by defining a top and bottom range that returns amounts in between the range. Currently, we have built line items as a work around, but these tend to take a lot of space. This functionality should be…
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Search Functionality for Import Data Source Selection
When setting up an import into a list or module, it would be useful to be able to search for a module/list/saved view when connecting to an Anaplan model on the "Select Source" section. I have a model with hundreds of modules and having to scroll through these modules every time I set up an import action can get tedious.…
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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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Export module with comma as decimal separator
Requesting an enhancement to be able to export to file with comma's as the decimal delimiter. At the minute the export is not using the Number format options of the line items. So if I set my line item format to have Comma as the decimal separator, the export ignores it. If there's an Import option to do this, shouldn't…
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Incorporate daylight savings in Cloudworks time zones
Now if I select London time zone in Cloudworks schedule, it will not automatically change the time in accordance with daylight savings in UK, forcing us to adjust the schedule manually. The same goes for other countries with daylight savings. It would be great, if daylight savings were added to Cloudworks schedule time…
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Increase number of integrations for Cloudworks
Increase the limit for Cloudworks integrations & integration flows from 500 to 1000.
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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…
