Extensions

Send Email alter or show alert on screen remind
I'm working on a cycle that will end when the end date is specified. I'd like to send the email 10 days before the deadline. Also necessary to display an alert on pages in order to check the end date and next cycle data. Is there a way to do this in Anaplan? @Sravan @prabhu
Refresh function in Excel Add in should provide option to Select all or Unselect all Worksheets
Hi, I am keen to have a button to select all or unselect all when refreshing multiple worksheets in excel. Any thoughts? Thanks Jerald
Anaplan Excel Add-in
Hi all, Following a member's recommandation, i'm posting 3 main ideas. I have recently discovered Excel Add-in existence and here are the 3 major points in my mind : First, I think it could be nice to be able to give only permission to retrieve saved views in order to prevent them to see technical items (not relevant as…
Excel Add-in Saved Views / Formulas and Filters
Hello all, I have recently discovered Excel Add-in existence. I had a lot of questions but current trainings (or at least the ones i watched) do not provide answers. First, I would like end-users to have only permission to retrieve saved views in order to prevent them to see technical items (not relevant as end-user). Is…
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!
Process Failure with CloudWorks
Hi, I am trying to automate a model to model import with cloudworks, the process fails and I am observing some strange behaviour 1. The same process runs for dev model but fails for prod model. Both models are in sync. While running the process manually, it completes successfully in both models. 2. My process has 4 actions…
Size of model increase.
Hi All. I have a Prod model. which has been gone live Aug-22. Now its size increasing every month. Our Total Model size 200 GB .Last month we had 160 GB this month its increase 176 gb. Now its occupency is above 80% .now we want to incease workspace. Now, i want to know how much space should i purchase. What are the…
Looking for Anaplan End-Users to take a short survey!
We are looking for Anaplan end-users to provide feedback on their experiences with the Excel add-in. Interested individuals will respond to this 5-minute survey to help us understand personal needs and behavior when using the add-in. The feedback provided by survey takers is essential to the roadmap of Anaplan's products.…
Uniques Identifier as code for a Numbered List
Can i Use Numbered list Unique identifier as a Part of code for Numbered List?, How long can a Unique Identifier can go? I have a numbered list Named 'Activity List' under a Customer List as its parent and I am Planning to use Unique identifer as a code for that List as Name(Item(Activity…
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…
On-demand event based triggers
Is there a recommended way to utilize "callbacks" or "webhooks" with Anaplan? I have a use case where Anaplan needs to update Salesforce in real-time via an event based trigger. Use case summary: End-user inputs data into a dashboard, then clicks a process button to "submit" the data to an export ready saved view. The…
Process or Action runtime column within Anaplan
Team, It would be nice to have Process/Action "end time" captured within the Anaplan system. Currently, determining "run-time" is a manual process unless we use integration such as Anaplan connect or other APIs. There are several benefits of having this in the system, the one I would find most useful here is while setting…
90 days free trail completed but sprint 2 and 3 is remaining.
hii, I completed sprint 1 , and sprint 2 and 3 are remaining for completion, but my free trail with extension is over. Please tell me how to get workspace access again.
How to make a line item a Subsidiary view
Hi, I'm having trouble making this specific line item in a module into a subsidiary view, in picture attached. The line item i want to make a subsidiary view is Territory. Can i please get some help? Thanks! Amanda
Oauth 2.0
I’m trying to understand if I can use Oauth 2.0 as a way of allowing Anaplan users to provide access to their Anaplan tenants to a 3rd party application. Can I create a single Oauth client in my tenant, and have Anaplan users from other tenants go through the Authorization code grant flow? Or is an Oauth client only meant…
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…
Collaboration using Microsoft Teams
Hi, One of our client is looking for an Anaplan implementation for production planning and scheduling and they prefer to have collaboration with MS Teams. Since the direct integration option is not available any workaround to have collaboration via MS Teams? Thanks, Nisha.S
AM365 and Google Sheets Add-in SSO login redirecting to Anaplan Home
This item has been identified as an outstanding known issue. A workaround is provided until the issue is officially fixed. Issue If you have a live session on Anaplan on another tab, when attempting to authenticate via SSO, you will be navigated to Anaplan Home on the popup window instead of it redirecting and…
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…
New API Error 504 - Gateway Time-Out
Hi community, Myself and our client @gmazzonegp are running into a new issue with an API file load that has arisen with no changes to our imports, the file structure, the size of the file etc. Problem: For the last 6 weeks we have been receiving error 504 - "Gateway time-out" from API when trying to upload a file using the…
Anaplan Excel add-in Login Issue
Hi All, One of our business user is on 64 BIT Excel. When tried using anaplan excel add-in login, it never shows up the pick up account screen. The screen is always blank and never loads. Did any of you face this issue? If you did, what is the fix for this problem. Regards, DDYal
Power BI Connector updated release
Latest release with security enhancements for Power BI Connector for all customers out there activiely using or looking to investigate! See here for more details
API Actions (Imports, Process...) Metadata
Hello, In the api 2.0 it is possible to extract metadata from anaplan. This is available for the lists and modules but I could not find an equivalent for the actions. The alternative would be setting an export action, as I want to automatise the extract for several model, the alternative does not fit.
Enhance Excel Add-in - Refresh Options
When a user makes changes via the Excel Add-in and Submits them via the "Send and Refresh" button, it would be helpful to have a dropdown option similar to the "Refresh" button where you can choose to Send and Refresh Current (single active page) or Send and Refresh Multiple (all connected pages). The way it currently…
Excel Add-in - New item in list and list reordering issue
Hello, I am facing an issue with the excel add-in, I am not sure how to solve it or if there are any workarounds. The context is, I am using an excel template with over 10 read-only connection for reporting purpose. In some instances, when refreshing "multiple connections", the refresh fails. After running a lot of…
Social Media Tags
I was hoping I could be able to enable or add a Social media link to my profile preferably Linkedin. I would love to know if you could work on that ,Anaplan Team.
Excel Add-in Multiple View
Is it possible to publish multiple modules to one workbook in excel using excel add-in? I have a client that needs a dashboard (containing views from multiple modules) to be exported to excel that needs a specific formatting for shareholder's reporting. As far as I can see there's only one connection to a module per tab.…
Upgrading to Excel 4.4 and/or PowerPoint 1.8 and migrating to SS SAML
Just a note to any of you using the Office extensions for Excel and PowerPoint. If you are using any versions earlier than Excel 4.4 or PowerPoint 1.8 you should have received an email from our Ops team detailing the process for upgrading. This is to allow migration of your platform to be able to use SS SAML going forward.…
Accept Cookies Confirmation popup & Course content not getting loaded
Hi All, when even I login to the Learning.anaplan.com I see the below confirmation window pops up on every refresh inspite of providing the Acceptance confirmation. Wondering if this something local to me or anyone else facing this issue as well? In addition the course content is not getting loaded - appreciate any inputs.…
Anaplan Connector for PowerBI
Hi, I have a query on Anaplan Connector for PowerBI. We are able to use the Anaplan Connector for PowerBI with Workspace Admin user logins. But when we try using this with a normal user login, connector does not fetch any models from the workspace. Did anyone face this issue earlier? Thanks in advance for suggestions 🙂…

Extensions

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