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Working with Processes and Actions
Hi Team, Placing these here as a bulk request: 1. Would like edit/view contents of Action when I find it in a Process. Today I have to abandon the process then go find it from the Actions list. 2. Search Actions when building a process: When building a Process we have to scroll up and down the list of Action (which may not…
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File format notification for uploads in new ux
We need to able to see the exact format(txt,csv) below the upload a file when we do file upload in new UX. Currently what ever the format of the file the action is created, it shows csv only. This creates the confusion for the user on which format the file as to be uploaded.
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Export Actions in a Process
It would be useful to be able to export the Actions contained in a Process. Currently the only way to extract them is to highlight them all copy and paste into Excel. Add a column numbering 1 to x and then sort on the action name to get rid of the "Remove" labels and then re-sort back on the key to get the Actions in the…
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Adding actions in the process
Similar to adding modules/lists, there should be a way to add action into the process by selecting the action that are already present in the process and be able to add before/after the selected action. As the action will be added at the bottom on the process by default it is time taking process for moving action to the…
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Make Time Ranges Production Data
In order to support varied testing and especially split-model deployments (same dev model with different data sets/time periods), it would be useful to have Time Ranges be Production Data. This will provide value in allowing all deployed models linked to the development model to be configured independently and save on…
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Export data to Excel, later version
Hi all, I am wondering why, when exporting data from Anaplan into Excel, the file type is a Microsoft Excel 97-2003 worksheet? Why are we using such an old format? Is there an option available to export to a more recent Excel version? Excel 365? We currently loose functionality in this old type of Excel sheets. thank you!
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Ability to not show Top Level in List Formatted Drop Down
Hello- It would be really great if there was an option, when formatting a line item with a List for drop down selection, if we could exclude the top level from being selected without having to make it its own level in a hierarchy. Maybe a "Don't Show Top Level" box on the formatting screen? This would prevent some…
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Allow NUX context selector to select the lowest level of hierarchy
Currently, if you select a leaf level item in context selector for a dimension used as a row or column, the selection will resolve to the immediate parent of your selected item (which is what will eventually appear in the context selector). The grid will match this, so if a leaf level item is selected, it will always…
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Improving the quality of management reports when exported to Excel
The quality of the font on management accounts deteriorates when exported to Excel. It's OK when zoomed in, however just looking at on an A4 page it gets fuzzy. It may be that the resolution is too high?
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End User display name
I have an end user in Japan who would like his name displayed in double sided in Japanese and English. Idea proposal: Much like a numbered list item can have a display name, so too with end users there would be an option to use either the email address or input text to display as the user name.
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New UX - Refresh New UX Dashboard Button or Process
Hi Anaplan, It would be really useful if users could refresh dashboards in the new UX using a process or button or if functionality was integrated enabling user to refresh dashboards. The purpose of this is to allow users to make an input and see the impact real time. Thanks, Usman
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NUX : Pass page selectors values in the URL for an app page
It would be very useful if we could pass page selector values as parameter in the URL, this way we could provide links to end users with a predefined selection and/or provide a more dynamic navigation from one screen to another. For example : https://us1a.app.anaplan.com/a/apps/app/xxxxx/boards/xxxx/month=Jan22&country=FR…
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Option to prohibit adding child elements belonging to the same list
What is the purpose of a specification that allows a list with no parent hierarchy to not only have children of the top-level element, but also to add to each child itself further children belonging to the same list? It would be nice to be able to prohibit the addition of children belonging to the same list to the children…
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An Anaplan Hash Function
There are times when a code needs to be generated in Anaplan and it would be really handy if we could use a simple hash function to do this (especially as Anaplan's code limit is 60 characters). The Hash function could be a simple one that allows input of text and generates a code limited to 60 characters or less. it might…
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Actions and Processes executed via web UI to return taskId's
Currently, it is intended that actions and processes executed via the API return taskId's visible in the /tasks/ endpoint. These same tasks when executed via the web UI are not intended to return a taskId, resulting in different levels of detail returned by the API depending on the method of execution. We propose that all…
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Style - Summary - With Line above
A relatively simple request. But could we have a summary style option that is the same as Summary 2, but with the above the cell? To me this would be used for subtotals and it just makes more sense that the line be above the number that is considered the Subtotal?
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Image storing for sales
Imagine if we could share pictures through Anaplan. And upload pics not just from a URL but from our phone. As a sales person working in distribution, you can take photos of the shelf space of your products by point of sales. As a quality manager working in retail, you can take pictures of the retail space to check…
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Setting to ignore elements when imported into a time dimension.
Hello everyone! I constantly face the problem that I described in this topic. The problem is that if, when loading data, you have time in the columns, and the rows have several non-embedded columns (reference for the user, outgoing measurement (and the mapping is done according to an additional LI: code), then at the start…
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Enable Hot Key Refresh for modules, etc.
Hello, I find myself trying to refresh classic dashboard and backend modules with Alt+R, similar to the UX, and it would be great if we can get this functionality on the backend for module build.
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Toggle the Aggregation (e.g. SUM:) part of Formulas Off to Make for Easier Reading!
Hi Anaplan, One of the things customers love about Anaplan is the easy-to-read formulas/ references that are visible through drill down or when modelling. However, the aggregation part of the formula (while important) can sometimes make the formulas look more intimidating than they really are and much harder to read. It…
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Ability to Use Copy Down/Copy Across on a Higher-Level Breakback Cell
Currently, when a builder has Breakback turned on for a line item and selects "Select Levels to Show" in a module and only selects higher levels in a hierarchy, copy down/copy across will not work on these summarized Breakback cells (Fig01). I would like the ability to use Copy Down/Copy Across in a module for on these…
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Ability to Export Adhoc from NUX
Unlike Classic, New UX doesn't have the option of allowing users to export the module/view from the dashboard directly without the pre defined actions. Idea is to provide the option to the end users so that they can export the data without running any pre defined export actions.
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NUX restrict access - rename please
I find the Restrict Access naming very ambiguous and always have to test it to confirm how it works. This screen is not restricting access but Granting access. I click a user Role to grant it access. I accept that deselecting is restricting but .....
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Management Reporting: Context Selectors Synchronization for Subsets
Have context selectors synchronized for list subsets when they are made from the same list. Let's say that I have a page that contains both a chart and a grid. Both are dimensioned by two different subsets created from the same list. Therefore, I have two context selectors. Those context selectors do not synchronize when…
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New UX - Pages Visibility Layer (by Roles and NewUX Pages)
Hi team, Currently, we have a few global programs in different business areas that unit numerous groups of users from different regions and countries. Mainly we use a global approach for each of county but still need minor customizations for them, so for end-users convenience we have to create customized pages based on the…
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Retrieve Cell Data for a view via API for non-admin users
We are able to retrieve cell data for a view, but that’s possible only for Workspace Administrators. Generic accounts always do not have admin licenses and there's no way they can read cell data. Without admin setup we are not able to neither wright back, nor read back. If non-admins could read cell data it would allow to…
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Ability to create Formulas between models
As a workspace admin, i need to build connected planning between models, meaning direct formulas references between models themselves. This is needed as our current only option is to either use import actions which need to be either run manually, or scheduled through cloudworks or would require a substantial amount of…
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Cloudworks - add a "run as" option
As an integration admin, i need to be able to optionnally choose under which user id a process or integration would run with cloudworks. This is necessary as for instance we want an integration admin to set up scheduled process using a system account with a determined access rights perimeter with the help of dca.…
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Organizing Model to Model integrations in CloudWorks
As a Integration Admin I would like to have the possibility to organize the integrations/processes with, for example, folders and/or categories. This in order to have an good overview. With our setup the list of different processes is long, at least ss long as no function for sequential run of different processes is in…
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New UX Notification Action Dynamic setup
Anaplan has rolled out a flexible option of Notification action but based on clients requirements few enhancements would be helpful. Please find below few thoughts on enhancements: 1. To setup dynamic text by looking at any entities in model 2. To have look and feel customizations like adding custom logos, etc 3. Add…