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excel add-in : Select a level without creating a view
Hi, A new idea for the excel add-in is the possibility to select a level for a hierarchy. For exemple, I have a module with the level 8 for organization, I wish have the possibility to decide to show only organization level 7 or 6 without level 8. Best regards, Carine B.
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Export the Drill Down grid
It would be a great help for the user, if he is able to export/or copy the grid from the drill down, for example if we drill down on the cell in new UX we get all the values that contributes to the calculation, and if the count of the drill down goes over 100 values it gets difficult to analyze the data, neither we can…
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Simultaneous processing (multi-threading) of Anaplan actions
As a user and/or model builder, I want to be able to run actions simultaneously where possible to speed up the data processing and list maintenance actions. This function should also allow other actions to be run only after certain actions have finished running successfully. As an example, if I want to load trial balance…
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Excel Add-In - Remap
When using the Remap feature, if you select a view that doesn't match the original structure, it should give an error instead of crashing excel. The error message was available in 2.x and is not working in 4.0
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Search Function within Edit Process
It will be great if there is a search functionality for a specific action within the Edit Process (or Create Action -> Process), especially useful for a model with long list of actions. At the moment, I need to search the action from Actions pane, note where its position is i.e. top, middle, or bottom of the list, and use…
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Update Anaplan connector for Informatica Error Message
When using the Anaplan connector for Informatica Cloud and an export fails when writing the output to a table that it can't accommodate a generic error message of [ERROR] Exception in thread “Thread-9” is displayed. It would be beneficial if a more meaningful message is displayed. Current Error Message: Proposed Error…
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Excel Add-in Data sync to generate Log in Anaplan History
Anaplan to generate detailed log of Excel add-in sync in history. A cell level change log as we see for any Anaplan cell in any of the modules.Ex: 1. Value of one cell in excel add-in got change from 1000 to 80. 2. We do refresh and sync data. 3. Anaplan generates a log in history for this line item value against that cell…
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Export configuration
When I export a module with a layout: Grid, all Pages, I get 1 excel sheet per item from my list in page which is the result I want, My only issue is that the excel tab is generic whereas I would need it to have the name of the item in the page, Is it Something that could evolve?
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Real Time Integrations!
Enhancement: As an Anaplan Workspace Admin, I would like the ability to do real time integration imports & exports directly in user facing models WITHOUT impacting the user experience. Problem Statement: Today we run an export every ten minutes, from a user facing model. When we run that export the blue processing box…
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Mapping on Codes
Allow for mapping on codes in a list that is not numbered.
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An action to export Dashboard as PDF
I exported a dashboard in PDF format using the Export option. It will be really helpful if this an action that can be published to the dashboard. So that business users will not have to go through all settings and all.
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Reject Entire Import
For both lists and modules, it would be nice to have an option to reject an entire import if any errors are present. A similar feature already exists for lists that allows us to reject imports on the basis of duplicate line identifiers, but expanding this to reject the import if any errors exist would be extremely helpful.…
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Select internal Source
When creating a new import, it would be useful to be able to specific the internal model at the outset, rather than having to wait for all potential models to be returned. Very often internal module views are used and it's frustrating to have to wait. the current model is the default anyway
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It would be helpful to have an “aggregation operator” property that would apply to a hierarchy.
For example, consider the following hierarchy, applied to a module, with the following values: Net Income: $10 Gross Margin: $40 Sales: $100 Cost of Sales: $60 Operating Expense: $30 Clients would prefer to see Cost of Sales as a positive number. In aggregating, they would want to see Cost of Sales subtracted from Sales to…
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CloudWorks: Stop hiding flows if model is archived or stop a schedule if flow was hidden
When a model is archived all related flows becomes hidden. If, for testing purposes, there was a schedule set, it keeps running (and failing) in the background even though administrators are no longer able to see or change the flow. One can always bring archive back and stop/change the flow, but it would be much easier if…
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Include the Internal (Full Access) Cloudworks account in Users for easy permissions management
I have recently learned that the reason some of our Cloudworks integrations were not running properly is because the Internal (Full Access) account used by Cloudworks was not assigned the appropriate list-level security. The following Anapedia article describes the requirement: Internal (Full Access) | Anapedia The idea is…
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Allow the approver to be selected from a module, on the workflow decision template
I would like to be able to select my approver from a module, in the same fashion as for the tasks. Otherwise, I am not able to use the functionality in complex approval flows.
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Anaplan Connect csv files
Hi everyone, it would be very useful within Anaplan Connect (both Basic Authentication and OAuth2) to set the csv files generated from batch files visible to everyone (every user present in Anaplan Workspace) or only Admin users within Anaplan Workspace. This would prevent the restriction of having only one single user…
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Publish Postman API Collections for various Anaplan API Categories
It would be handy if the various API documentations outlined in is accompanied with its corresponding Postman collection like the one below . Currently I'm unable to find the Postman collections for ALM API and CloudWorks APLI
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Extend CloudWorks to support *External tables* in Google BigQuery
CloudWorks currently integrates with Google BigQuery and supports the following table types: Standard BigQuery tables, and Views. It would be useful if this support could be extended to include External tables (where the data is stored outside of Google BigQuery). At the moment I need to create an intermediate table in…
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DocuSign > Anaplan Integration for multiple Users
Currently, when using the DocuSign integration inside Anaplan, only the User who creates an envelope or workflow has access to that envelope or workflow. This idea is to allow for multiple Anaplan admin users to be able to view/edit/use each other's created envelopes and workflows.
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Allow .tsv files in the Cloudworks UI (again)
The Situation Currently we import all our files as a tab separated file (tsv), bundle a set of import actions in a process and orchestrate these processes trough Cloudworks Integrations. Tab separated files are one of the first possibilities in the file options: To indicate such a file is tab separated all our files are…
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CW flow's step startup settings
This would be a very convenient option: start a step and not wait for it to finish. For example, I need to wake up the model that will be needed in step 7. It takes 30 minutes to wake up, so I have to start waking up in parallel with step 4.
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CW settings report
It would be very convenient to export all CW processes to a table to quickly check settings between processes, without waiting to load, because now you have to click on each process and wait 2-3 seconds to load the fields in the first tab, then wait again for the second tab, then click on the next process and wait again.
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Conversion tool to automatically create card templates for Anaplan for Microsoft 365
Hi, Currently, the Anaplan for Microsoft 365 extension requires card templates in the UX in order to pull in data into the extension into Excel. This suggestion is to create a card conversion tool to automatically create card templates based on grid and other published cards in the UX. This approach would be similar to the…
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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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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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Allow filtering of tabular multi column exports from transactional api
When defining tabular multi column (TABULAR_MULTI_COLUMN) exports from the UI, you're allowed to specify a boolean line item to filter the results. This functionality is not built out within the transactional API. The API documentation alludes to this option being the case, but it is not supported. Without this filter you…
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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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cloudworks ALM
As an integration admin, i would like to be able to have the same set of features as the ALM for models, namely : - a deployed mode, standard mode, where the deployed one has structure defined and not updatable (connexion, name, file, process selected, model selected...) unless specifically indicated as "production" -…