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Smart Sheet Add-In
Hi Anaplan, It would be great if Anaplan developed a Smart Sheet Add-In. This is a great alternative to presenting data in excel due to browser based flexibility and functionality of Smart Sheet. Thanks, Usman
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Ability to export in .xml format
Description of Enhancement: Customer would like to have an option to export data to XML format. To provide more clarification, could you please explain how you hope the enhancement would assist in your business process(es)?: We have a need to be able to export data to this format so it can be imported to Workday for the…
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Import Action Editor Visibility
It would be great if all features of an import action, including field mapping, were visible and could be edited in one place. Particularly challenging today if an import file is set to private, once it expires after 48 hours, it is impossible to view or edit the import mapping.
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Option to remove column headers in CSV export
Description of the enhancement required: When using a grid lay-out for the export to CSV, Anaplan will also give the headers of the line items in the module. This isn't very convenient for us because SAP (where we upload the export) doesn't recognize these headers. Therefore it would be very handy to have the option to…
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Allow export to XLSX
I want Anaplan to allow me to export to the XLSX file-type rather than just XLS or CSV. XLS can't stand up to the amount of data I want to export. CSV is not sufficient for what I need it for
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Select the level or levels at which the summary can be applied in
When dealing with an extensive hierarchical list and aiming to generate a summary, it would be advantageous to have the flexibility to select the desired summary level (or choose all levels) This flexibility can greatly optimize the process.
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Allowing Documents (pdf, excel, word, ppt) attachments in Anaplan
It will be helpful if there is capability to attach Documents (pdf, excel, word, ppt) in Anaplan. Many planning decisions/inputs need supporting documents as attachments.
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Cloudworks - view the queued processes and/or cancel process queuing
In case of Anaplan issues with Cloudworks servers, processes that were on schedule start to form a queue that is released once Anaplan solve the problem. We ended up a few times in situation where the same 30 min process (normally scheduled every 2h), run 3 times one after another. This is causing problems with other…
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Track Filter dependencies
Filter dependency should also be considered in module to not miss any referenceability.. this will help technical team immensely!
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Conditional Boolean to control Integration
I apologise in advance if this idea has already been posted🙂 There should be a possibility to trigger/limit an integration based on a boolean status. As we currently have the function on the UX where we are able to set up a "conditional Boolean" to run a process this functionality would be useful with integrations as well.…
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Add "includeDetails" parameter to "Retrieve lists" API Endpoint
Currently "Retrieve lists" Endpoint returns only an array of lists which contain only "id" and "name" information. [ { "id": "101000000000", "name": "Organization" }, { "id": "101000000001", "name": "opportunities" }, ] For my use case, I need to find out which lists have Selective Access. There are two ways to do that:…
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Add message Import csv file into module and examples in Import learning section
Recently, we noted Anaplan import process delete / zero out more records than source csv file, and learned it's related to Clear target prior to import which was ticked although at same time " Matched item in source" for all non-time dimensions and "Matched items only" for Time Dimension. What happened? - system import…
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I want to export the listed items as they appear
<Present condition> When exporting in Excel, they are exported in the order in which they were added to the list, not in the order of the present list. <Request> I want to export the listed items as they appear.
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delimiter options for exporting files from Anaplan
I love the two way integration that Cloudworks brings but there is a need for more delimiter options when exporting from Anaplan back to Data Lake. Example changing the delimiter from "," to "|". More export file options is needed.
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Power BI Enhancements/Limitations
The following will be primarily based on my recent experiences with the Power BI Connector and Anaplan. Positives: 1. The Authentication has much improved and the use of SSO relieves a lot of data concerns when creating Power BI Reports. 2. Able to run multiple exports into the same model Negatives: In my experience and…
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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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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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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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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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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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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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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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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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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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Differentiate if you are Importing into a Module or a List on the Actions system view
Create a new naming convention based off of the action being either an import to a Module or a List. EG. The L8 and 9 and 4th row would have List in the action section and the 3rd row would have Module in the name. This would be used to quickly reference things and make it easier to do research.
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Update Start Time without ALM and Current Month / Week by Automatic Batch
Today, we need to update Start Time in DEV then do an ALM but it can be complicated if we have developments on going. We would like to be able to do it directly in our PROD Model. We would like also to be able to do it automatically by batch/API, same need to update Current Month / Week and all Times Settings etc.
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NUX: Model to Model Import Actions Show Incorrect Results
Backdrop: I have a process containing an import action from data hub to spoke model that populates spoke model list members. Let's say there are 5 members in my spoke model list and there are currently no changes in my source data. Given there are no changes in data, a. The import process when run from 'Actions' tab shows…
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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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Information for Line Item Referenced By Actions
It will be helpful to have information for any line items that are used or mapped in actions either in list or line items mapping tabs. This will prevent deleting them accidentally when performing a model cleanup
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Option to delete multiple saved view in one delete action
Hi Anaplan Team and community members, I think It would be great if we have a option to delete multiple saved view in a module in one action. Currently I am having a module with 321 saved view out of which I have to delete 167 views one by one which is consuming a lot of time. With a multiple select and delete option ,…