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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 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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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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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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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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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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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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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…
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Native Email Notification in Anaplan Connect
It would be great if Anaplan Connect had Native email Notifications that would help users know whether jobs that run were successful, partial, or failed.
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PowerQuery Get Data Connection to Anaplan
Could we please have the ability to Get Data from Anaplan in Excel Power Query (not Power BI which already exists).
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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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Anaplan-Excel Power Query Connector
Currently, Anaplan supports connecting to Power BI via the Microsoft Power Query function * https://help.anaplan.com/e1cdf0b7-631f-4cd6-b4df-a5e0927e1ef8-Anaplan-Connector-Power-BI-Desktop * https://learn.microsoft.com/en-us/power-query/connectors/anaplan It would be extremely useful if Anaplan supported connecting to the…
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Check Import Source - CSV File
User Suggested Feature Check import source of a csv file, to check who uploaded the file. Currently the option to check is through model history but if there was a way to check import source originally (user) would be useful feature.
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Display an action's Start Date and Time (UTC) on a page for the end user to view
Are there plans to allow the Start Date and Time (UTC) of an action to be forward facing to end users? This could potentially be shown as a tooltip where actions are published on to the page.
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Process ID for Anaplan Connect Srcipts
It would be nice to setup Anaplan Connect Scripts using Process/Action IDs vs. the name in case naming convention needs to be changed.
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Add 'Use Current date' as model action
The 'Data Write' action functionality in Anaplan App (UX) is great and provides the ability to 'Use current date'. This means that by pressing an action button on the page, a module with a date format will be updated with today's date. Seamless and simple! Below I have 2 simple use case examples for this: 1. Workflow -…