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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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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…
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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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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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3 Improvements for Comments in the New UX
Hi, I'm missing 3 basic capabilities on the current comments' fucntionality to be able to use it for my clients: 1- Comments are not flagged to end user 2- Not recorded in full context (in all dimensions I'm looking at) 3-No option to publish or export from Anaplan This custom fucntionality I built allows me to overcome…
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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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Show 'referenced by' also for saved views
We use frequently saved views to import data from a source module into a list or other modules. A great challenge is to understand where these saved views are used, it is particularly challenging when you import data across models. The only current way is to go through the import sources of each model or use the business…
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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 -…