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Improving the quality of management reports when exported to Excel
The quality of the font on management accounts deteriorates when exported to Excel. It's OK when zoomed in, however just looking at on an A4 page it gets fuzzy. It may be that the resolution is too high?
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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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Cloudworks - add a "run as" option
As an integration admin, i need to be able to optionnally choose under which user id a process or integration would run with cloudworks. This is necessary as for instance we want an integration admin to set up scheduled process using a system account with a determined access rights perimeter with the help of dca.…
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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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Google Sheets Add-on: Ability to remap connections
As an end user having the ability to repoint/remap connections can be very beneficial. If the underlying source model is to be changed or is accidently deleted, users do not currently have the ability to repoint existing workbooks. This leaves them unusable and requires rebuilding the workbook from scratch. Currently this…
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Maintain Native Application Formatting Following Refresh (Excel/PowerPoint Add-Ins)
We have found that when leveraging the Anaplan Add-ins for both Excel and PowerPoint often times any formatting done on the data to resize columns/rows or change fonts/colors is completely lost following a refresh of the underlying data. We would like the ability to maintain native application formatting when refreshing…
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cloudoworks process integration scheduling
Hi Team I love the ability to scheduled processes within anaplan. Can you make improvements to he scheduling function, i.e. either being able to add multiple schedules for same action or expand the monthly date function to be able to select multiple dates. Currently, if i need to run a monthly job on 2 different dates for…
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Cloudworks email notification to group email
Hi Anaplan team, We started using cloudworks for scheduling jobs within Anaplan. Sending automatic email whenever there are rejection , to the person who has created that job is a cool feature but I feel it would be great option if we have an option to enter specific email address. Examples email to include team email /…
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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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Alternative to hard coded username and password in JDBC connection properties
Anaplan connect Passing hard coded username and password in jdbc connection properties is not a good practice This is should have alternate solution like passing parameters to the shell script
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Split admin and users input in the logging
In the history logging, split the changes made by regular users and by admin users (automated or workspace admin) so you can easily check what has been entered by users. As an alternative this can even already be achieved by splitting the manual input and the process driven changes. Currently we cannot see what changes…
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Ability to search Excel Add-In page selectors
The Excel add-in currently does not allow users to search for list members within a page selector. This almost makes the add-in unusable for organizations with large lists. The solution would be to add a simple search option similar to the Anaplan dashboard/page interface, where users can click a drop-down page selector…
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Fix ability to use zip files in Cloudworks and UX
While using import actions in UX and Cloudworks I discovered with the help of Anaplan support that zip files cannot be used except through the backend and old UX. We would like to have the possibility for Anaplan to use zip files in UX and Cloudworks as it is indicated in the Planuals best practices. This is required to…
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Ability to set up a Docusign Developer Environment with Anaplan
Docusign has the ability to have 2 different environments, a production and development environment. As of right now, Anaplan can only connect with the Docusign production environment. As a developer, if Anaplan could connect with the Docusign production account it could help with our Application Lifecycle Management.
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Import Issue (simultaneous uploads by external APIs can not be recognized within Anaplan)
One of our major customer is asking this issue to be raised as an enhancement request. The issue that they face is summarized below: Import A (with 60,000 records) and Import B (30,000 records) will simultaneously happen from an external API action. Import A will time out, however upon completion Import B will recieve a…
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Stop a process in CloudWorks
I kindly ask to add a "stop" option in CloudWorks Integrations Menu, because I have a process which is stuck and I need to spent a lot of time to delete and re-create it every time a process doesn't work. Thanks in advance!
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Excel Add-in: Send and Refresh multiple sheets at once
Hi, I have an Excel workbook to input data into Anaplan. This workbook consists of over 10 sheets connecting to different Anaplan modules. It would be great if we can send and refresh multiple sheets at once as "Refresh Multiple Connections" functionality. I believe this "Send and Refresh Multiple Connections"…
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Make Integration admin role available for visitors & partners
It's currently not possible to assign an integration admin role to visitors and respectively also not to Anaplan Partners. This makes it a challenge when helping customers with Cloudworks or when just setting up a scheduled model-to-model import. It requires always someone at the customer capable to set-up the connections.…
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Add Minutes to trigger frequency in Cloudworks
Suggest to add minutes to trigger frequency Currently in trigger frequency in scheduling window there is no option to select minutes, This can be extremely beneficial and can add more flexibility to scheduling tool As example 1. During active forecast and budget time data constantly needs to be imported & exported 2.…
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CloudWorks Azure Integration - Connection Related API's
Similar to the API's available for AWS Connections in CloudWorks (refer below). The ability to do the same thing for Azure Blob Connections would be helpful. Specifically, updating of SAS tokens on connections. https://cloudworks.docs.apiary.io/#get_connections https://cloudworks.docs.apiary.io/#edit_connection
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Keep Model In Memory (KMIM)- can we keep model cache alive , it will help with performance
n we keep the model cache in the buffer/memory (Keep running) alive, instead of clearing eveytime after logout? This will take a long time to load the model every time when size is huge ..otherwise we have to keep some dummy job running to Keep Model In Memory (KMIM)
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Parquet file format
It would be great to have the capability to load parquet format files to Anaplan as it becomes more and more popular in databases. At the moment we need to add one more step to the integration process to change the format to csv./txt. before loading data to Anaplan.
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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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Create an action using command line/shell script Instead of creating an action in anaplan.
The below feature is not yet to be included in the Anaplan Connect: Create an action using command line/shell script Instead of creating an action in anaplan.
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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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Pivot feature for Google add-ons
The information toolbar suggests that we pivot in Anaplan using filters and pivot feature. This is an inconvenience from the user experience perspective. If that were to be the case then we are better off creating views for everyone. Moreover, this feature that's been mentioned as information does not work as intended.…
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Cloudworks to include all Process status just at running in Model manually
In Cloudworks, only the detailed status of failed Process/import/export is shown, the successful ones are not shown. Would be great if the details status (Updated, Ignored, Unsuccessful) will be recorded for all imports/exports run, so that users will be able to confirm if the Process has been run correctly.
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Ability to Connect Power Point Add in with Dashboards
It would make every end users' life easier if we have an ability to connect Power Point Add-in directly with the dashboards instead of modules. Now Reporting page coming into action, it will make a lot of sense if we could just create the connection with any page/dashboard and boom power point is ready.
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NUX Forms: Exception handling when duplicate code entered
When using forms to add to a list (where the code can be entered), users can accidently re-enter an existing code which triggers a model roll back, as it's considered a duplicate. There's also no notification the model is rolling back so it looks like the app is spinning its wheels. This leads to confusion and potentially…
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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…