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'Used in Dashboards' and 'Used in Action/Import' for SAVED VIEWS
When performing model clean-up's OR revising actions / New UX dashboards, it would REALLY helpful to have a view within the model settings area to review the full list of SAVED views along with the following key information; * 'Used in Dashboards' * 'Used in Actions/Processes' * 'Used in New UX Dashboards'
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Make Integration admin role available for visitors & partners
It's currently not possible to assign an integration admin role to visitors and respectively also not to Anaplan Partners. This makes it a challenge when helping customers with Cloudworks or when just setting up a scheduled model-to-model import. It requires always someone at the customer capable to set-up the connections.…
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Enable Power BI Anaplan Connector with SSO
The majority of our customers have an SSO only policy. This means Power BI can not be used by them for additional analysis of Anaplan Data. As a Power BI end user with SSO enabled I want to be able to use the Power BI Anaplan Connector so that I can do additional analysis in Power BI.
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Option to export conditional formatting in export to xls
Description of the enhancement: Add an option to include conditional formatting in exports to xls
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Host Images Directly In Anaplan and Display on Dashboards Like Data and Files
Hi Anaplan! It would be great if Anaplan could store images directly and host them on the platform to dashboards. This would allow for easier hosting and one secure location. Also if there was a process assigned to uploading images this could help use cases for uploading multiple images at once in a bulk upload. Thanks,…
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Automatically generate Keys for Importing fact data into Data Hub module
Importing fact data into "flat modules" in a Data Hub is challenging when your data source is unable to provide a single unique Key to act as a List Item. That work ends up taking place between the extracted data and the import into Anaplan and oftentimes involves concatenating Key columns into a single column, sometimes…
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Display an action's Start Date and Time (UTC) on a page for the end user to view
Are there plans to allow the Start Date and Time (UTC) of an action to be forward facing to end users? This could potentially be shown as a tooltip where actions are published on to the page.
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Action/Process Run History
There currently isn’t a way to find out when an action or a process was last run. There is also not a way to see when the last time that a file was uploaded. We would like to Anaplan to capture the last time each one of these actions, processes, or data uploads occurred.
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Microsoft Teams - Anaplan Integration
A number of customers have expressed a desire to have an Anaplan - Microsoft Teams integration in the same way as now exists between Anaplan and Slack. * Push links to pages to users' Teams accounts * Anaplan notifications * Subset of above: as Anaplan Process Orchestration progresses the need / benefit from Teams link…
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Show 'referenced by' also for saved views
We use frequently saved views to import data from a source module into a list or other modules. A great challenge is to understand where these saved views are used, it is particularly challenging when you import data across models. The only current way is to go through the import sources of each model or use the business…
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Native scheduling action in Anaplan (w/o API. Connect or 3rd party integration tool)
Could Anaplan action iteself allowing for scheduling? (i.e. a common use case would be you have an action that brings data from Data Hub to Spoke models and data in Spoke models need to be refreshed everyday) - It would be super helpful to have this function built-in at the time the action/import is set up in Anaplan,…
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Update export actions created from a saved view when saved view is modified
I think the title says it mostly, but to be clear I'd like to be able to do the following: 1. Create a saved view of a module 2. Create and export action using the saved view as basis 3. Modify and re-save the saved view (i.e. add a new column, change the filter etc.) 4. The export action should update itself based on my…
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Option for the default file format for new exports from classic dashboards
In a May Anaplan release the platform was updated such that when users in classic dashboards created a new ad-hoc export, the default file format was now .csv, not .xls. In many respects this was an improvement and certain customers preferred the .csv setting, but some customers need the files to be in an Excel format and…
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Add Bulk Copy to action list to be added in process chain.
Hi there, Current limitations with the version dimension mean we are not able to select Version as a list formatted line item (there is a separate ticket with community support on this topic). Because of that, we are forced to do a number of data moves using custom version lists, list subsets, and collect statements to…
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Add Ability to "Push" data to another model as opposed to always "Pulling" data into a model
With a data hub model in place, it would be beneficial to run a series of actions or processes, on-demand or via Anaplan Connect, that would take data and lists from the data hub and "push" from the data hub to the downstream models. As Anaplan is architeched and working now, you would need to go to downstream models,…
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Cloudworks Integration Flows in UX
At the moment, we are able to add Cloudworks Processes to the dashboards and the addition is great. Could we do the same with the Integration Flows? I see multiple benefits from this for several customers and I do not think that the implementation would be too different from what is currently in there. Is this currently in…
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Recognise zeroes and blanks as different data inputs when using number formatting
Can we add a number formatting option (text fomatting causes issues for our users) with a default for the cell of blank (if blank then the cell is ignored) and then if a zero is input it is treated as a number. For example - the default calculation for sales volume generates 50 for January 2018, there is an "override" line…
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Ability to Add Data Write Action to Existing Process
1. It would be really a game changer if we are able to add Data Write Actions to the existing processes, It would not only scale up the usage of the Data Write Action but also would save a lot of time and effort and would save us from creating multiple saved views and actions. 2. Currently, Data Write actions can only…
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Exports linked to saved view and user selection
User Story As a model builder I would like to set-up exports that are connected to saved views and that synchronize with a dashboard to provide for end-users dynamic & efficient export possibilities and enable sustainable integration with other systems. Explanation Unfortunately, we are not yet in the position that all…
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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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Update Current Timestamp by adding a New Action Type
As workspace admin, I would like to have the possibility to update the current timestamp in UTC timezone by having a New Action type created ( similar to the below picture ). This could work in a very similar way as the very nice new feature "Update Current Period": 1. Create in a module without any dimensions a line-item…
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Applying filtering on Tabular Single Column Exports
Being an Anaplan builder/user, I would like to be able use set on the view filters for export option "Tabular Single Column". Currently, if you prepare a view with set filters, if you run "Tabular Single Column" export, Anaplan will ignore filters and include all items from all dimensions in the extract. It has two major…
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Have CloudWorks support DCA
I would like to see CloudWorks support Dynamic Cell Access. Our organization has a model-to-model import process that would not run correctly in CloudWorks due to the source module having DCA.
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Able to use the row id number as unique identifier when import a file
It would be really useful if the row id number ("Line #") would be available as additional column when import a csv file or from any other external source. When import files in Anaplan, usually the first step is to import the file into a numbered list where the file columns are transformed in numbered list properties. To…
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Ability to combine processes across models in CloudWorks
The use case is to orchestrate a data integration workflow in one CloudWorks schedule containing steps executing model-to-model imports from many processes residing in various models, e.g. update DataHuab lists and modules, then update planning model lists and modules, then update reporting model lists and update.
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Excel Add-in for Mac
Some of our clients use Mac computers and it would be great if you could develop excel add-in for Mac OS too!
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Allow the option to not create an import as an action
The ability to select whether you want a manual data import saved as an action on the actions tab is requested. The reason being that during development and for sprint review purposes, sometimes test data or files with lists are uploaded to allow clients to visualize the end product. Every time an import is run, an action…
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VBA/macros for Excel Add-In
As a model builder I would like VBA and macros to be supported in the Excel Add-In so that I could further automate workbooks. For example : 1) I would like to be able to create VBA code and macros for the various Anaplan actions so that I could automate a number of tasks (eg Login and refresh data) through macros 2) I…
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Access to source views on saved exports
When an export is created and saved, from a saved view, it does not indicate the source of that export (only the source module). It will be very useful, when an export is created from a saved view, to have it recorded in Anaplan, in the same way as the Imports are recorded their source view.
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User to select columns for variance analysis
New variance feature is a long awaited one. And finally we have it! But this feature is almost a hardcode and it does not allow an end user to select which of the two columns to be compared. Before placing this idea I have open a topic in UX Designers forum to collect thoughts of the community about it: MR: User to select…