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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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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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Excel Add-in 4.0 - Add ability to Refresh all tabs at once to the same page selector selection
Hi, I have a workbook with about 20 Anaplan-connected tabs. We have >100 properties in our portfolio. Each tab connects to a different module in the same model and all modules have the same page selector list chosen in the dimensions, being our list of properties from our hierarchical list. Right now, if I want to switch…
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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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Publish Subsidiary View to the Excel add-in
Our users are using the excel add-in to link to offline files for forecasting inputs. Currently, we cannot use a subsidiary view in the excel add-in, which is making it impossible to forecast a few items using subsidiary views through the add-in. Seems like this would be a useful enhancement. excel, add-in, subsidiary view
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Export button on the Imports tab under Settings > Actions
I frequently export the Imports table under Settings > Actions when troubleshooting or working through a model. Connections between models or modules/lists through actions are not displayed in the model map so I highlight the Imports table and copy/paste into excel to diagnose/troubleshoot actions and discover…
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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 ,…
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Update API import error messages to display process and action name instead of task and import IDs
Import error records from API only display task or import ID, which makes troubleshooting difficult. Recommend to display process name and import action name instead.
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Ability to Export Actions List
The ability to export the actions in the actions list, specifically for imports would be highly beneficial. For one, it would be a great matrix for the client to retain for documentation. The other benefit of an export is that you would be able to change column width to actually read the source and targets. Right now, you…
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Ability to import from subsidiary view
I want to be able to import from a subsidiary view. Business Reason: I don't want to have to create multiple modules for single line items with different dimensionality. If the column in a subsidiary view had an underlying name then using it as the source of an import would be possible.
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Custom page separation for dashboard PDF exports
Description of the enhancement required: Allow for page separation when exporting dashboards to pdf so that two published items may be printed on separate pages, back-to-back. An example of the enhancement: When selecting options for a PDF export on a dashboard, users would have the option to choose where the page…
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Import mapping should update if a line item is renamed
On a model to model, module to module import if the name of any of the below changes the import will still import into that line item as it was set up: -the target model -the source model -the target module -the source module -the target line item If: -the source line item is renamed then the import will not import that…
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Export roles for UX REPORT pages
With following API : https://us1a.app.anaplan.com/a/springboard-definition-service/apps/{appId}/access It is possible to retrieve the roles only for BOARD and WORKSHEET UX pages. We would like to have also the REPORT Pages retrieve thanks to this API. It would help to have an overview of all roles assigned to all kind of…
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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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Display photos in Excel format from Anaplan link
As an end user, I have pictures URL in Anaplan that are displayed well in the App. Sometimes, I need to export my datas and I would like to display the photos in Excel and not the URL link. Solution : Add a display feature when I export my data on how to display my URL in my target file
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CloudWorks Scheduling
The Cloud Works scheduling tool requires both a start time and an end time. Times cannot be in the past. For a continuous hourly frequency, the start time must be set as 00:10 or some other start time between 00:00 and 00:59. It is therefore impossible to start a continuous process at say 18:10, and for it to run…
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Cloudworks Folder Structure
I would like to see a folder structure to organize Cloudworks Integrations and Processes. Currently, we only view integrations in a flat list and it is very hard to find a specific Integration.
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Drag and Drop Actions (Process - Imports - Exports - Others)
Hello It's will be helpful to have drag and drop functionnality in the Actions page in order to rearrange them inside their respective bloc (Process, Import, Export or Other Actions) so it will be easier to group them if need include actions into a process using the drag an drop dunctionality Regards, Patrick
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CloudWorks - Page Readability
Hi everyone, Is it only me or does the CloudWorks Page - Integration & Processes Page in particular - lack in terms of readability in your opinion? What I mean by that is, there are presumably cases where users have lots and lots of Integrations & Processes listed one after another and it's pretty cumbersome to manage them…
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Manual Input for Recipients of Notifications - CW
At the time of writing of this post, it's only possible to choose from a limited list of recipients who receive the Notifications of CloudWorks integrations. However, it would be very convienent to be able to manually input email adresses of the recipients. This would allow to send the notifications directly to Team…
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Anaplan-Excel Power Query Connector
Currently, Anaplan supports connecting to Power BI via the Microsoft Power Query function * https://help.anaplan.com/e1cdf0b7-631f-4cd6-b4df-a5e0927e1ef8-Anaplan-Connector-Power-BI-Desktop * https://learn.microsoft.com/en-us/power-query/connectors/anaplan It would be extremely useful if Anaplan supported connecting to the…
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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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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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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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Merged: Option to disable Action buttons on dashboards based on conditions
This discussion has been merged.
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"Search" box for the list when list is assigned as a line item format
As a model builder, I would prefer to have a "search" box to look for a list name when I assign a list as a line item format. Currently, I can only scroll to look for a list name. "Search" box is more efficient than scrolling when the list is quite extended . What do you think?
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Google Sheet Addin: Remove leading spaces from Lists items
Our primary purpose for pulling data from Anaplan into Google Sheets is to use it as a data source. This purpose is made significantly more difficult by the formatting of list items brought in through the add in. Specifically, lists are formatted with leading spaces as you can see by the " Bookings" member in the…
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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.