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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…
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Headers in export files
When Exporting files from Anaplan I would like the possibility to remove the list name from the header when adding properties properties in the export file. Today I can only choose Include or exclude Row Label headers. I would like to have the possibility to exclude the name of the list in the header. From above export I…
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Translation of time list for views and exports
Recently I've been working on an implementation of Anaplan to a non-english speaking customer (portuguese in my case). As part of that journey I was very pleased with the fact that in the data imports Anaplan can translate time from different excel languages into the standard time list - in other words months in Excel…
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Default Export Excel Format
Hi, I am keen to have the default export to excel option changed to the xlsx version rather than the 1997-2003 xls format. While I know you can change this when exporting it would make sense to have the newer version as the default to allow for quicker exporting. Surely 99% of users would prefer it in this format ? I…
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Cloudworks export date format timestamp
I would like to have the possibility to define the date format for exports to cloud storages. When you currently export files through Cloudworks you have the choice to tick/untick the overwrite file option. If overwrite is unticked Anaplan adds a timestamp in a worse machine reading format (e.g. <action…
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Excel add-in Russian Localisation
As an end user I would like the Excel add-in to support and be localised in Russian.
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Cloudworks Integration not able to see API files
Hi Team, Our client has decided to use webMethods for their Anaplan integration. When webMethods sends a file through the an Anaplan integration user, the file is set to private and we do not have the ability to change the file to admin or everyone through the API or on the integration user on Actions - Import Data…
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Custom Module Views in Powerpoint Add-In
The Powerpoint add-in does not allow users to create custom module views. This is essential for user adoption of the add-in, especially when a referenced model utilizes ALM (Dev/Prod). In its current state, the Powerpoint add-in relies on saved views from a model. This is fine when the underlying model is in Standard mode,…
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Moscow TimeZone for Cloudworks
As an Integration Admin, I need to schedule an action in Cloudworks for Moscow TimeZone (UTC +03:00) to run actions in the proper time.
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Process of Processes
Hi team, I would like the ability to run a "process of processes". Currently I have to maintain multiple processes that often have overlapping steps and it makes maintenance tedious and ripe for human error. Example: Process 1 - Refresh Cost Center Hierarchy Process 2 - Refresh GL Account Hierarchy Process 3 - Refresh…
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CloudWorks additional integrations for AWS
Currently CloudWorks can integrate to S3 buckets. Can we expand this to include FSx (https://aws.amazon.com/fsx/windows/) and EFS (https://aws.amazon.com/efs/)? this would provide much easier integrations into corporate file system. As more companies move to Cloud based IT infrastructure this would great increase ease of…
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Increase limit of row field when pivoting
It would be really helpful for myself and colleagues if more than just three items could be dragged into the row field whilst pivoting a module. This would also be really helpful for zero suppression on Anaplan exports as well as saving the need to manipulate Anaplan exports in Power Query (or similar data transformation…
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"While/Wend" or "Do Loop" Functionality in Anaplan
Within VBA, it is possible to create "Loop & Exit"/"While/Wend" or "Do Loop" functions. This allows formulae to continue running until an answer is produced. Within Anaplan, there are workarounds, but none are truly as flexible, and all have their limitations. Creating this functionality would close the gap on some of the…
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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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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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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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Working with Processes and Actions
Hi Team, Placing these here as a bulk request: 1. Would like edit/view contents of Action when I find it in a Process. Today I have to abandon the process then go find it from the Actions list. 2. Search Actions when building a process: When building a Process we have to scroll up and down the list of Action (which may not…
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File format notification for uploads in new ux
We need to able to see the exact format(txt,csv) below the upload a file when we do file upload in new UX. Currently what ever the format of the file the action is created, it shows csv only. This creates the confusion for the user on which format the file as to be uploaded.
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Adding actions in the process
Similar to adding modules/lists, there should be a way to add action into the process by selecting the action that are already present in the process and be able to add before/after the selected action. As the action will be added at the bottom on the process by default it is time taking process for moving action to the…
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Export data to Excel, later version
Hi all, I am wondering why, when exporting data from Anaplan into Excel, the file type is a Microsoft Excel 97-2003 worksheet? Why are we using such an old format? Is there an option available to export to a more recent Excel version? Excel 365? We currently loose functionality in this old type of Excel sheets. thank you!
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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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NUX Customize Load File message
Hi All, in NUX when Users need to load the file, they can see following message: It always says 'select the CSV file'. This is really confusing, because in this case Users are obliged to load Unicode Text file. Although, they always see CSV here. We are not able to edit or customize this message. Using classic dashboard,…
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Setting to ignore elements when imported into a time dimension.
Hello everyone! I constantly face the problem that I described in this topic. The problem is that if, when loading data, you have time in the columns, and the rows have several non-embedded columns (reference for the user, outgoing measurement (and the mapping is done according to an additional LI: code), then at the start…
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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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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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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…