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Use Page Selectors to Select Data for Export via Export Actions
As an End User I need to be able to select data for exporting using Page Selectors in the UX, providing a common navigation experience for interacting with data in Anaplan. Currently to select data for exporting I need to use selection criteria (Booleans or List Formatted Line Items) to select what I want to export. It is…
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NewUX view Source Module
In the NewUX, you cannot go directly to the source module. When selected it takes you to your default dashboard page in the classic version. This is not helpful for users that aren't model builders with access to everything. This functionality and the Drill to Transaction is needed in order to make the NewUX functional for…
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Selecting Levels in Excel Add-In
Hello everyone, When using the Excel Add-In, we find many advantages such as overall better selection/filters for line items and dimensions in the Pivot & Filter section, however a major drawback of using the add-in here is that we cannot select levels like in the browser. Unless I haven't found how to do it properly,…
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Save UX Export Definition as An Action
It would be great if we could save/automate dashboard exports from the UX in the same way that we can in the old dashboard experience. Right now, if we want to automate the sending of a dashboard export (a PDF), we need to do it as a saved view of a grid or build an old UX dashboard to export from. Right now, if I export a…
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Export files as Excel(.xlsx) format from Anaplan
Description of the enhancement required: I want to be able to export Excel(.xlsx) format from the Export Dialogue Box in the model. An example of the enhancement: 1) Open any module in a model, go to Data dropdown list, select Export. 2) In the Layout tab, user wants to be able to select Excel(.xlsx) as a File Type under…
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Adjust Anaplan tab in Salesforce to land on specific Page instead of home page
I need to be able to Change the landing page for users who click through to the Anaplan tab from salesforce, to ensure a smooth experience for my end users and push them to the correct Anaplan page to continue their process
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Success response back to source system after DI
When I have a DI between a source system and Anaplan, I need a way for Anaplan to ing the source system to confirm the job was successfully complete
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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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REQUEST: Be able to export pictures on Management Reporting Page to pdf
Currently when exporting to pdf all pictures disappear. As we are using pictures to create standardized backgrounds and embedded column headers (column groupings) all pages break when exporting. This makes the whole management reporting either not portable or way less customizable. Current way of…
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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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Change 100items at the same time,from "Clear target prior to import" to "Only update imported cells"
Hello Anaplan! It will be very helpful to bulk updates in the Actions settings. In particular, the setting "Clear target prior to import" to "Only update imported cells" in 100 items at the same time, rather than doing so 1 by 1. Anaplan, Could you create something to do so? Thank you in advance!
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Renaming line items should be propagated to import definitions
Currently renaming a line item correctly updates all module formulaic references. However, it does not get propagated to import definitions and Anaplan silently "ignores" the change i.e. the target column stops getting populated without any error or warning. Ideally name changes should get reflected in all aspects of the…
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Data import analysis
Would be very beneficial if Anaplan provided more details on the data imported. Besides the normal error log, it would be helpful if e.g. max/min values, outliers, exceptions, trends, most/least frequent items, dimension items count etc. could be displayed upon import to help the user do a quick sanity check of the data…
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Allow Multiple Item Mappings on Imports
Sometimes when I import data into a line item or column, even though they match directly with the existing column, I still have to manually map the items. Sometimes I have a very large list of items which can span to over a hundred. When the auto-map does not work I have to manually map each one. How possible could it be…
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Merged: Option to disable Action buttons on dashboards based on conditions
This discussion has been merged.
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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" -…
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API Read cell data by coordinate
As an integration builder, i need to be able to read cell data based on a cell coordinate. This is similar to the update data api call with the difference that it s a read instead of write. This is needed as sometimes you need a specific set of data to be interacted with other applications dynamically and you dont need to…
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Excel Add-In Options for Export of Data
While the Excel Add-In has seen significant improvements in both functionality and performance in recent months, it would be useful if a user could have the option to treat the data more of an "Export" and less as a "Pivot" - I am trying to essentially accomplish the below - but through functionality I would expect from…
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Importing data via model connection
Hi I have a request fromme and a customer:: * When importing data via Anaplan model, can a find diologue box be available to search for models/data (instead of using ctrl F) and can a preview of the data eg view be imported; be provided to show the data source prior to confirming the import?
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Be able to execute an action as admin
It would be useful to define some action to be executed with "admin priviledges". For example to clear, with an action, some DCA dependent line items that are no longer writable.
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Using Saved Exports as Import Data Sources
I suggest implementing a feature where we can use Saved Export Definitions as Import Data Sources. Right now we can use a File or Connect to Anaplan Model - I would love to be able to select Saved Export Definitions in addition to current option of Lists, Modules and Saved Views. The natural place for this, in my opinion,…
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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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Activity Record of List Members
Currently there is no ability to see a detailed record of the list members created after running an import into a list - you can only see that X number of members have been created or updated. Additionally, there is no record of the DateTime that list members were created. Including a Created Date and Time (UTC) column and…
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Actions tab -> Imports Tab -> Can we have the ability to export this data into an excel file?
Or can there be a way to combine the data on the Actions tabs with the Imports tabs to pull an entire listing of my Imports and Processes? I am constantly copying and pasting data from the Imports tab into an excel file so I can filter and find the necessary imports and where they come from. Especially after…
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Action disable dialog box for Run and for Close if no other end user action is needed
Use Case: Today when an user hits the Action Button, the user always gets a dialog box, need to push Run and after the process ends, a dialog box is asking to hit the button Close. In this example no other action is required by the end user (no file selection, no item selection) and for the end user the steps Run and Close…
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CloudWorks - Export Activity for Integration Jobs
While using Anaplan CloudWorks, it will be helpful if we could have the ability to export the activity, similar to how we can export the history from our models. This will assist in any analysis that could be performed for our integration jobs. Additionally, it would be beneficial to see the start and end time for each…
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Anaplan Addin for Microsoft Word
Users generally need to add commentary around the data retrieved from Anaplan modules. Anaplan Word Addin can fill this gap by providing the capability to extract information from Anaplan. Furthermore, it'll be really useful to extract just one data intersection using some formula like CHOOSE or GETVAL, given the user can…
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Allow user to choose time format on exports
When exporting, different scenarios will give you a different format for time. This would be an option within the Export dialog, similar to how you select the date format when importing a file. Specifically, exporting with two dimensions on columns will give you the date format MMM YY. This can cause issues in other…
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Create/modify existing API Endpoint to lookup model objects by name, code or id.
The current method to find the system id of a model object (list, module, line item, etc) is to pull the entire list down with a get call and then loop through that response checking each member for the name/code/id that you are looking for. I would like to see a new endpoint in which we can pass a name or code and get the…
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Ability to include a Line Item in a Line Item Subset via an import process
Currently, the only way to include a Line Item in a Line Item Subset is to manually go into the Line Item Subset and check the Boolean to add it. What I'm proposing is the ability to import into a Line Item Subset's "include Booleans" so that one can include/exclude Line Items from a Line Item Subset based on a Boolean…