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Syncronize card template context selectors for Microsoft 365 extension
Summary (See suggestion* for detail) - Improve user experience with user driven context selection for cards in template library, rather than going into the backend and updating each saved card for the required context. Context - The release of the extension - Anaplan for Microsoft 365 allows users to import from cards in…
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Enable Power BI Anaplan Connector with SSO
The majority of our customers have an SSO only policy. This means Power BI can not be used by them for additional analysis of Anaplan Data. As a Power BI end user with SSO enabled I want to be able to use the Power BI Anaplan Connector so that I can do additional analysis in Power BI.
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Ability to exclude time dimension from an export
A description of the enhancement requested: When you export a module, in the Labels tab you have the option to remove any labels for a list dimension on rows and therefore effectively remove it from the export. This cannot be done with time and the customer would like it to be. A story for why they want the enhancement…
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When selecting the option to Void a DocuSign document, it should be possible to provide the reason
Currently when the Anaplan user choses the option to Void a DocuSign document, they are not prompted to provide a reason. The resultant email which is sent to all DocuSign signatories states that “<Workflow> has been Voided for the following reason: Not specified”. It should be possible that when a DocuSign document is…
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Ability to rename DocuSign Workflow without having to redefine the entire Workflow
It should be possible to rename an existing DocuSign Workflow without having to redefine the entire Workflow. Currently, the only way to rename the Workflow is to edit the Workflow, which requires 3 distinct steps to be completed: (1) Main Settings, (2) Map recipients and (3) Configure Anaplan. The Workflow naming is…
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Ability to Use Workspace and Model Names within Anaplan Connect 1.4 scripts
Ability to Use Workspace and Model Names within Anaplan Connect 1.4 scripts instead of just Workspace and Model IDs.
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Set .xlsx as the default format when extracting data from Anaplan
It is great that now we are able to export data in xlsx format. Thanks Anaplan Team! It would be helpful to have xlsx as the default format when manually exporting data from the system. Current default format is .xls.
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Drill Through/Link External Source Mapping to a given line item
Be able to list or link to a URL the original source information when there is no deeper level. EG. In a source data module, if drill down is completed the admin has the ability to attach a URL to the source material (if it is an extract/table that was pulled from, view, etc.) and if it is entered having the view/field…
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Ability to Import via .CSV non-US formatted dates
Looking for an enhancement to allow non-US users that don't use US formatted systems to be able to upload .CSV files that contain dates. Currently any non-US formatted files will cause an incorrect date to be populated without any errors or notifications.
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Manage the saved view - Display by all modules
Hi all! It would be great if you could refine the "Manage Saved Views" feature and add the ability to view saved views of all modules at once, with the fields: Saved view, module, use in action, note. Saved viewModuleUse in actionNoteName of the saved viewThe module in which the view was createdProcesses in which the View…
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Use multiple characters together as the delimiter when importing
Currently if more than 1 character is used as a delimiter in an import Anaplan treats it as an OR, and looks for either individual character and not both characters together. For instance if you want the delimiter to be "|~" then Anaplan will look for just "|" or "~" rather than them both together. It would be good for…
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Creating ISBUDGETVERSION() similar to ISACTUALVERSION()
Please consider adding ISBUDGETVERSION() function, similar to ISACTUALVERSION(). This would eliminate having to setup another module with only Versions as the list and creating a boolean flag. All followed by IF VersionsControl.Budget THEN .... ELSE...
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Custom scripting line item calculations
I would love a way to be able to use my custom python scripts and the vast amount of Python libraries on line items in a module, rather than use the Anaplan formulas out of the box. It would save time on export/import data to the Anaplan model. I'm assuming the formulas that are used now are some form of Java or C++? Maybe…
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Enhance Excel Add-in - Refresh Options
When a user makes changes via the Excel Add-in and Submits them via the "Send and Refresh" button, it would be helpful to have a dropdown option similar to the "Refresh" button where you can choose to Send and Refresh Current (single active page) or Send and Refresh Multiple (all connected pages). The way it currently…
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Social Media Tags
I was hoping I could be able to enable or add a Social media link to my profile preferably Linkedin. I would love to know if you could work on that ,Anaplan Team.
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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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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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Enhancements to API
Would like to see additional enhancements to the API, things like retrieving line item blueprints, list/module editing, list properties, etc. This would enable customers to control their Anaplan environments with various automations.
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Custom return code for API / Anaplan Connect
It would be nice to be able sending custom return codes/messages to the API / Anaplan Connect. This will help us in be more proactively in case of errors. Think about a validation dashboard, which check data consistency. It could be that after a new data feed some functional data errors are flagged up at this dashboard…
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Personal Export Settings
We've always used the standard Excel format as that was top of the list, now you've changed it to csv with the release 14/05/22; however, csv doesn't keep the formatting so we had formulas that failed in other Excel workbooks when we pasted the Anaplan export in. It's resolved by the user changing the export format to…
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New Formula Idea : Convert boolean into a number and stop IF BOOLEAN THEN X ELSE XX
Hello community, I have to do a lot of controls (boolean) and base and theses controls give me a value based on its true or not. I do a lot of these technicals line items for : -Controlling element -Color Coding -... I code it in 3 steps : * 1) Business Element (Number) : Uselly a business value * 2) Control (Boolean) :…
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Import a time range
As a model builder, I would like to be able to Import settings into Time Ranges. This would enable me to make Time Ranges more sustainable by driving their settings from an Admin Screen with actions.
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API call to determine if a model is currently busy
As a data integration owner, I want to be able to check if a model is locked/busy running a process before I initiate a new process, so that I can avoid running excessive processes and have smoother orchestration between my calls. I'll know this is successful when there is an API call when I can submit a model guid and get…
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Azure Cloudworks navigation
Hi, At the moment its quit difficult to navigate through Azure Cloudworks processes and imports/exports. We are planning of having around 70 - 80 different integrations. Only thing what we are doing is naming Process names by numbers, but even so, number order is not working in all cases. It would be great if there could…
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Choose column separator in Exports
When we export modules containing text-formatted line items and we choose csv or txt format, the column separator is automatically forced on 'comma'. If the text within the line item contains any comma in its body, it will shift the following columns and damage the whole file. It would be great to be able to choose the…
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Snapshot Current System time function
Currently there is no current date/time function in Anaplan. After talking with developer from engineering group, we understand that one of the challenges to implement this is that Anaplan is "moment of time" system, if you have a formula reference Current time, then it would be only true for that moment, what happen if…
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No reference cell count
If Anaplan can provide the column for the total number of no reference cell count for each line item in module grid view, It will greatly help modelers to identify the line items which is having more sparse cells. Modelers can work on those line items to less the sparse cells. I believe it will help at the module level as…
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Translation
This is an idea of how to improve the app
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JSON as Import File Format
With the JSON format being the pervasive format for API data interchange it would be excellent if Data Import actions could use this format of file as a data source.
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Add API functionality to list the line items shown in a Saved View
I would like to see a new API call or an update to the existing view metadata call, that lists which line items are "shown" in a saved view. The only way to get this information now is to read the view and parse the header line. When using the API to build an integration, pulling the metadata of an object before pulling…