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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…
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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…
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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.
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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
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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…
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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
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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…
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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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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…
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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
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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
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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.
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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…
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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…
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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.
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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.…
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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.…
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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.…
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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 🙂…
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Selecting Levels in Excel Add-In
Hello everyone, When using the Excel Add-In, we find many advantages such as overall better selection/filters for line items and dimensions in the Pivot & Filter section, however a major drawback of using the add-in here is that we cannot select levels like in the browser. Unless I haven't found how to do it properly,…
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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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Excel Add-in: Send and Refresh multiple sheets at once
Hi, I have an Excel workbook to input data into Anaplan. This workbook consists of over 10 sheets connecting to different Anaplan modules. It would be great if we can send and refresh multiple sheets at once as "Refresh Multiple Connections" functionality. I believe this "Send and Refresh Multiple Connections"…
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Change 100items at the same time,from "Clear target prior to import" to "Only update imported cells"
Hello Anaplan! It will be very helpful to bulk updates in the Actions settings. In particular, the setting "Clear target prior to import" to "Only update imported cells" in 100 items at the same time, rather than doing so 1 by 1. Anaplan, Could you create something to do so? Thank you in advance!
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Change 100items at the same time,from "Clear target prior to import" to "Only update imported cells"
Hi there! I would like to know how can I change one settings characteristic in my Actions. In particular, would be to change from "Clear target prior to import" to "Only update imported cells" in 100 items at the same time, rather than doing so 1 by 1. It would be very usefull. Thank you in advance Community!
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A Chrome extension to enhance the formula editor
I've released the first, very much alpha, version of my chrome extension that adds various functionalities to the formula editor. https://chrome.google.com/webstore/detail/better-formula-editor-for/lonibgccfehnjjhchfcbdhkaajhobeak It's very much in alpha as there are some known limitations / quirks, but currently it…
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Anaplan excel add-in
Hi Team, What is difference between anaplan workspace and Excel add-in Can we use excel add-in in replacement of anaplan workspace?
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Error in Activity 5 EMP02 Module
Hi, I am facing an error in EMP02 Module when I am updating the formula and show values incorrect. Can u please help me to resolve this issue.
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Anaplan Connect: Dumpfile
Hi everyone, I'm trying to automatically export dump files when the Anaplan connect API has run. With normal imports/exports, it works fine and I'm able to specify a name for the txt-file. When I use a process, I'm not able to give the txt a name. I can only specify the folder. Is there any way to give the dumpfile a…
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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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Anaplan excel add-in 3.4
Hi, My name is Laura and the company I am with started to use Anaplan models recently. I have been using Anaplan excel add-in to pull data for a few weeks and the experience has been great. Starting from yesterday, I was not able to log into that excel add in and got a message: "Top help protect your security, your web…