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Anaplan XL Feature Enhancement Request: Custom calculation columns/rows
Current Behavior In the Excel Add-in, users can add Custom calculation columns/rows, but the column/row name can only be entered as a fixed value. User Feedback By using custom calculation columns/rows, we can add calculation results such as monthly averages to reports, so we use this feature in many reports. However,…
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FCR Feature Enhancement: Support Captions in the Open Period Configuration
Current Behavior In the Open Period Configuration screen, both member names and captions are displayed in the member selection dialog when selecting Scenario and Date members. However, once the selection is completed and the member selection dialog is closed, only the member names are displayed on the main configuration…
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FCR - Folder Security 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: Ability to list of all the various roles' security on each folder in our explorer file system. A report with the information for…
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Add commas and rounding control to page auto sums
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: Right now, when someone highlights a column with values on a page, the values don't show commas and don't round decimals. How often…
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CloudWorks to expose ignored values
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: CloudWorks does not currently show if there have been "ignored" values in the process. This causes: Data has been dropped. Totals may…
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Enhancement to existing Bulk API for Import Metadata
There is an existing bulk API endpoint that allows workspace admins to retrieve the full list of Import actions from a given model. This endpoint is in the format: https://api.anaplan.com/2/0/models/{{mdlID}}/imports/ where {{mdlID}} is the model GUID. This returns a JSON response, which contains an object called "imports"…
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AXL continues to refresh even if one of the connections is unavailable
As soon as a connection is invalid (user has no access, model is offline, model is refreshing…), none of the connection are available. AXL is not refreshing at all. The idea would be that if a connection is not refreshing, it does not stop the refresh of the other connections. Connection 1 : Active Connection 2 : Inactive…
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Expose cross-model import dependency metadata via API to enable automated integration mapping
Problem / Context Within a single Anaplan model, Hyperblock technology tracks dependencies between line items automatically. No equivalent capability exists for tracking dependencies between models - specifically, for the data imports that move data from one model (or external source) into another, or even imports within a…
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UX: Cell Based Commenting
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: Cell based commenting needs to be a priority in Anaplan UX. This experience should be similar to excel/google sheets where you can…
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Default User License change
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: I would like to be able to amend the default user license as when creating a new user from a model the system automatically assigns…
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Improved reporting from User Admin
I need to produce user security/access reports for audit and CBN purposes, but this requires a lot of manual manipulation and cross referencing of data from Anaplan. I can extract a user list which shows what access the users have but does not show if they are enabled or not. There is also no overall report available to…
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User Dependent Dropdowns Across Dimensions
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: As a model builder and end user, I want dropdown lists to dynamically filter based on selections in other fields, so that I can…
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Enhancement Request: Enable Case-Insensitive Email Handling or Case Reset Capability in Anaplan User
Currently, Anaplan retains the original email ID case format (uppercase/lowercase) based on how it was first created in the system. Even if a user is deleted and re-created with the same email address in a different case format, Anaplan continues to enforce the originally stored casing. For example: Initial creation:…
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Default Top-Level Selection in NUX (Custom Views)
Requirement: When a user logs into the application and opens the page, all the context/page selectors should default to their respective top-level items. Observation: When we use a Saved View, the behavior works as expected — the page initially loads with all selectors set to top-level. However, when we switch to using…
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Zero suppression in NUX without impacting pivot (Classic Engine)
Requirement: If an entire column contains zero values, the complete column should be hidden dynamically without disturbing the existing pivot structure in the NUX page. Current Challenge: In the current Anaplan NUX setup, applying filters or zero suppression either impacts the pivot layout or does not completely hide…
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Multi-Select Capability in Context Selectors/Filters in NUX
Requirement: Users should have the ability to select multiple items from the context selectors or filters in the NUX page for better flexibility in analysis and reporting. Current Challenge: In the current setup, context selectors typically allow selection of a single item at a time, which limits the user's ability to view…
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Remove Users at Tenant Level
Removed a user from the workspace; however, the same user is still visible at the tenant level. We would appreciate your support to remove unwanted users permanently from the tenant. Anaplan Support team Suggested by "I understand that you would like to know whether disabled users can be permanently removed at the tenant…
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Moving this post to Application ideas
Moving this post to Application ideas
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Moving this post to Application ideas
Moving this post to Application ideas
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Moving this post to Application ideas
Moving this post to Application ideas
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FCR Feature Enhancement: Support Captions for Model, Dimension Names
Current Behavior Currently, captions can be assigned to members within dimensions. However, captions cannot be assigned to: Model names Dimension names Enhancement Request We would like to request the ability to define captions for model names, dimension names, similar to the existing caption functionality available for…
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Top 10 Anaplan Functions Every Model Builder Should Know
Hi, Anaplan functions are the building blocks that help model builders create smarter, faster, and more efficient planning solutions. 1. SUM: Used for aggregating data across dimensions. Example: Summing sales by region, product, or department. 2. LOOKUP Retrieves values from another module using mapping. Useful for…
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Make Workflow Draft Templates saveable
We set up our Workflow Environment. Some of our builds are not done or not deployed yet. I cannot prepare a Workflow as DRAFT and save it if the actions does not exist in the productive environment. i want to create placeholder actions in it - but workflow prevents me to save unfinished steps. What is the purpose of a…
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Slicer Display
When you create a slicer, the displayed characteristic defaults to Caption with no way to change it. Our user community is accustomed to using Name for slicers so this has been a tough adjustment. As for now, we've been connecting an XL3 formula to the slicer output to give us the relevant information and just changing…
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UX: Format numbers in charts
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: It would be great if we could format numbers (e.g. %, $, decimal places) within the charts card configuration. This is available in…
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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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Scheduled Cloudworks integrations that fail Should have RE-ACTIVATE option
Scheduled Cloudworks integration that fail move to AUTO_DEACTIVATED status. When this happens there's no other option that re-creating the integration from scratch, which results in unnecessary work. Depending on the user, this could have a wider application impact while the Admin integration will need to re-create the…
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Loss of Functionality in UX
The newest UX update took away the ability to toggle straight to "Open this in another tab" out of the left window menu. I used to be able to right click "Journals" for example and choose open in another tab and that is now gone. I'm hoping that there is a plan to restore this functionality.
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Report Book Index
The created XLSX file contains an index of template report names that quick link to the related report tab. Since templates may be used to create multiple different reports based on passthrough parameters, I believe it makes more sense for the index to reference the Description given in the report book rather than the Name.
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Export of Revision Tags
Need a way to periodically export all revision tags within an Anaplan model into a excel file to simplify audit and documentation process, but Anaplan currently has no native option to do this. The existing workarounds are all imperfect: the revision tags page can't be copied directly (the "Compare" pop-up only captures…