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Set the delimiter for CSV Exports
The European format for CSV file is a semi colon delimiter and a comma decimal point. The current behaviour is some European users seem to get an export in this format even though it is not supported in anaplan. The windows/browser formatting seems to take over while other users get the more usual comma delimited file.…
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UX Native selector Supress Zero
In as much detail as possible, describe the problem or experience related to your idea. Please provide the context of what you were trying to do and include specific examples or workarounds: Polaris specific Use case: In classic we stage lists to only have the nodes with numbers being created (e.g. Customer_account) to…
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Anaplan XL - Setting a Report Property: Which Sheet Is Displayed Upon Opening?
In as much detail as possible, describe the problem or experience related to your idea. Please provide the context of what you were trying to do and include specific examples or workarounds: Setting a Report Property to Determine Which Sheet Is Displayed Upon Opening When a file is saved, the report currently opens to the…
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Workflow historization for auditability
In as much detail as possible, describe the problem or experience related to your idea. Please provide the context of what you were trying to do and include specific examples or workarounds: Currently it is possible to delete a completed workflow. Unfortunately this does not meet internal requirements for auditability. Who…
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Action to reset Index
Hello, It would be beneficial if we could add an Anaplan action to reset the index of production data, so we can use it in our processes right after cleaning the lists. At present, we use the API for this, but it's done outside our main processes. Regards, Roba Sajadian Improvement Manager
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"Select All Search Results" option for filtering the list line item in Grid Card
Hello, As a representative of people working with Anaplan on a daily basis, I would like to add an option to select all search options for List Line item in the grid card. Our users often search for items based on a specific phase in the product description or product name etc. These items are added to the lists line item…
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YTD Should Exclude Current Month and Include Actuals Only
Currently, Anaplan’s native YTD (Year-to-Date) calculation includes the Current Period, even when that period contains forecast values. Issue From a financial planning and FP&A perspective, YTD is expected to represent Actuals only. However, Anaplan calculates YTD including the Current Month, which can contain forecast…
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Show List Name in Blueprint Format Column (or as an additional column at the end)
In as much detail as possible, describe the problem or experience related to your idea. Please provide the context of what you were trying to do and include specific examples or workarounds: When working in Blueprint view or exporting module blueprints, list-formatted line items do not clearly display the list name. In…
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Ability to change Pivot in Google Sheets Add-on
The Google Sheets add-on doesn't let us change the dimensions in the Pivot when setting up the connection, unlike the Excel add-in. We need to create custom views in the model to be able to pull the data in the format we want. This is a big deterrent towards adoption of the Google Sheets add-in and restricts the…
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Pivot feature for Google add-ons
The information toolbar suggests that we pivot in Anaplan using filters and pivot feature. This is an inconvenience from the user experience perspective. If that were to be the case then we are better off creating views for everyone. Moreover, this feature that's been mentioned as information does not work as intended.…
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Shared Pages Across Multiple Apps
The Idea Allow a single page to be surfaced in multiple apps simultaneously — appearing natively in each app's home screen and dropdown navigation — without needing to duplicate the page itself. The Problem Many organisations structure Anaplan around multiple business unit-specific apps, but have pages that are truly…
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Save user specific adjustments to column widths in a grid on a UX page
In as much detail as possible, describe the problem or experience related to your idea. Please provide the context of what you were trying to do and include specific examples or workarounds: Users need the ability to save adjustments to column widths that they make within their module views of a UX page and have those…
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Enable Export of New UX Pages and Module Metadata from New Model Experience
In as much detail as possible, describe the problem or experience related to your idea. Please provide the context of what you were trying to do and include specific examples or workarounds: We are trying to export and document Anaplan New UX pages and model metadata for governance, audit, impact analysis, and knowledge…
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Allow workflow schedules to be set to run on certain business days of the month
In as much detail as possible, describe the problem or experience related to your idea. Please provide the context of what you were trying to do and include specific examples or workarounds: When we create a workflow, we really need the schedule to occur on certain days to align with the planning calendar (business days…
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FCR: Request to enhance the audit functionality
Backgrounds We have a question regarding Logs > Session Log. Currently, system activity logs are only available for a limited number of functions, such as Journal operations and metadata updates. As a result, some system administrators on the customer side have found the current audit capabilities insufficient and have…
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Board Insights Panel - Drag and Drop
In as much detail as possible, describe the problem or experience related to your idea. Please provide the context of what you were trying to do and include specific examples or workarounds: The newly released Board Insights Panel is a great addition to the platform. It would be nice if as a page builder we could take…
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"Model is busy" context
All End Users and Executives experience this issue. When the model locks up (from integrations, inputs, etc) in the UX, all users see is a "Model is busy" without any context. It would be great if: They can see who is making the update They can get an estimated time of the model being busy This is key - When they see…
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Synchronize History visibility with Grid Card filters (Restrict History for hidden rows)
【Current Behavior & Challenge】 In the Anaplan UX, the History feature does not currently respect the filter settings applied to a Grid Card.When a user maximizes a Grid Card or selects the entire grid to view History, the results include the audit trail for rows that are filtered out (hidden) on the screen. 【Business…
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Granular IAM Policy Requirements for CloudWorks Amazon S3 Connection (Import vs. Export)
Currently, the official documentation for connecting CloudWorks to Amazon S3 provides a broad IAM policy example that includes s3:DeleteObject. Connect to Amazon S3 | Anapedia However, from a security governance and "Principle of Least Privilege" perspective, many organizations require more granular control over these…
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Aligned by Design - A proportional cascade framework for multi-level forecast reconciliation
In as much detail as possible, describe the problem or experience related to your idea. Please provide the context of what you were trying to do and include specific examples or workarounds: In enterprise planning and forecasting, we aim to produce statistically sound forecasts at multiple organisational levels (e.g.…
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Aggregate planner commentary together with financials as insight rolls up across the organisation
In as much detail as possible, describe the problem or experience related to your idea. Please provide the context of what you were trying to do and include specific examples or workarounds: In planning and forecasting processes, large volumes of textual commentary are captured at detailed levels (e.g., line items,…
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Leveraging Corporate Knowledge in Forecasting via Text‑Based Analytics
In as much detail as possible, describe the problem or experience related to your idea. Please provide the context of what you were trying to do and include specific examples or workarounds: Enhance forecasting accuracy and responsiveness by incorporating corporate knowledge captured in unstructured text (e.g., management…
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Export for every list item in a context selector for a management report
In as much detail as possible, describe the problem or experience related to your idea. Please provide the context of what you were trying to do and include specific examples or workarounds: A client wants the functionality to run an export on a management report that will export a page for every context within the context…
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UX Formatting for List Items in Rows
For ease of reading tiles in a UX page would be great to be able to format levels of a hierarchy as different colors. For example L1 might be grey, L2 might be blue, L3 might be yellow, etc. Allow user to choose the colors for each level of the hierarchy
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feature enhancement: Bulk delete multiple values in Web Reports (Web input form)
Current behavior: When users make a mistake in the Web input form(e.g., AnaplanXL Web reports, foreign exchange global rate form ), they cannot select multiple cells and press Delete (like Excel). They must clear values one cell at a time, which is time-consuming. Request: Enable users to select multiple cells and…
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Model History Management Capabilities
In as much detail as possible, describe the problem or experience related to your idea. Please provide the context of what you were trying to do and include specific examples or workarounds: In our company, we operate with models that are significantly large, both in terms of data volume and the number of users interacting…
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Allow ISFIRSTOCCURRENCE to search against time
IFO returns true for the first occurence of a value against a specific list formatted dimension. i would like the possibility to validate against the time dimension as well.
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FCR: Extra option required for Shortcut object within dashboard
We use shortcut elements on our dashboard to share reports with our user groups. Yet when we click on this shortcut the report will be opened within the browser. Certain reports we would like to be opened within desktop Excel. Can you pls add an extra option to the shortcut element, so that we can control how the report…
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FCR: First showing "Explorer" when opening AnaplanXL Web
In as much detail as possible, describe the problem or experience related to your idea. Please provide the context of what you were trying to do and include specific examples or workarounds: In the earlier versions (XLCubed and FluenceXL), users always started directly in the folder tree, whereas now it takes quite a few…
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FCR Feature Enhancement Request: Foreign Exchange Override rates
Current Behavior For the currency conversion (FX) calculation process, only dimensions from the default consolidation model are supported. However, the system currently displays (or allows selection/entry for) dimensions that belong to non-default consolidation models, even though they are not used for FX calculations.…