-
FCR Feature Enhancement: Copy data form when using same as source option
User Feedback: We use the copy data form to delete those unnecessary data in the model. However, we observed that when “Same as source” is selected, the target slicer values do not become blank; instead, they remain displayed in the form. Although the calculation correctly ignores the target slicer values, this behavior…
-
Provide a Native Anaplan Connector for Microsoft Power Automate
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: Anaplan currently does not provide a native connector for Microsoft Power Automate.In our enterprise environment, this is a critical…
-
Export Metadata Response Insufficient to Perform Schema Validation
BACKGROUND For my outgoing data integration, I've configured export actions to not include the default list columns so that the csv doesn't contain columns which may be incompatible with BigQuery e.g. `G1 Market# - Display Name`. Instead in the export module, i've replaced these with a dedicated column which has a custom…
-
LDAPS Configuration
Hello, I need a way to route authentication credentials through LDAPS instead of LDAP. Customers have made changes in their security departments and now require all communication to go through LDAPS. Initially, we tried blocking the LDAP port, but unfortunately that caused ANAPLAN XL to fail. However, this is such a…
-
Running NPV Calculation
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: NPV function in Anaplan gives the final NPV value unlike Excel's XNPV which can be extended to calculate in each period. We had to…
-
Workflow Template Groupings
It would be great if workflow templates can be grouped by admin, so I can filter on workflows that are related to the overall high-level process.
-
Ability to Export Role Access by Page
For access reviews, it would very helpful to have the ability to export a view like below for all roles. The below screenshot shows page access for one particular role. For models with many pages and roles, there is currently no easy way to show access summaries to business owners.
-
Enable Direct Integration Between DocuSign PowerForms and Anaplan
Currently, Anaplan supports integration with DocuSign templates to send documents via email and track signed responses back into the model. However, it would be highly valuable to extend this capability to DocuSign PowerForms as well. The proposed enhancement would allow administrators to publish a PowerForm link directly…
-
Export Action Notes
Export Action Notes 1. Purpose of the Export Action What it does: Describe why this export action exists. For example: "This export action allows users to extract specific data from the Anaplan model into an external file for further analysis or reporting purposes." Who uses it: Identify the intended audience. Example:…
-
Set Default & Page-Level Toggles for Card Comments/Maximize
Hi all, Just discovered we can turn off comments and maximize on cards other than text. As I was using it, an idea came to mind. Since I'm usually turning comments and maximize off for cards like images and text, it would be a huge time-saver if they were off by default. Another idea could be a "apply to all cards" button…
-
Anaplan XL Enhancements
There are few things which I thought would make sense with respect to user using Anaplan XL: Creating Anaplan Connection: Currently creating Anaplan Connection gets active the moment we select module from a model, but still we can build reports from Any module of that Model. So its ideal to have ability to create…
-
Show Line Item Format in New Model Building Experience
The new model building experience is far better than the classic and needing to click into every module if syntax is unknown. A big incremental enhancement would be to add some sort of icon or naming to show you the Line Item type. Adding this naming would allow the builder to better understand what they are referencing…
-
Native Time Formats with Hours and Minutes
Problem Statement: There is a business need to allow users to filter and analyze data based on specific times (e.g., 14:30). The current 'Date' format in Anaplan does not provide this level of granularity. This functionality is essential for time-sensitive planning and analysis use cases where differentiating between…
-
Auto-update on UX Cards when Template is Updated
The core idea is to have UX Cards automatically update when the Card UX has changed: new line items into a grid or Field Card, conditional formatting rules change, etc when the same card is displayed multiple times. Example: User Filter Cards I have the same User Filter card on 90% of my Pages - let's call it 16 Pages. I…
-
SSO Admin Screen - Remove the ‘Load from XML file’ option given that its not reliable
We have had issues updating our SSO cert and have been advised by support not to use the above option. Given that it is not reliable, it would be better to have it removed so that users are forced to use the manual option which works consistently.
-
New UX Idea - Apply one more model source to all pages of the app at once
One of our model a dev and multiple prod models linked to a single dev via ALM. We have developed New UX App based on dev with a lot of pages in it. My aim now is to apply all prod models we have to this app, but the existing procedure is not effective for this idea. I want to have ability to add new source to the excising…
-
Optimization - Line Items References in saved view
To maintain efficiency and performance, model builders must periodically remove unused or irrelevant line items. At present, the [Referenced By] column in the blueprint provides visibility into dependencies between line items. However, for line items that are not referenced by other calculations, builders must manually…
-
Ability to export the list of pages
As a workspace administrator I want the ability to export the list of pages, as it can be listed from the model, using an Export button, same as what's available elsewhere within Anaplan. This is needed to monitor the complexity. Anaplan are to support not only ease of adding build but also to manage the complexity of…
-
Enable cards from multiple models within the new UX app
Enable cards from multiple models within the new UX app. Currently you can add multiple models to a page, but when you add cards sourced from different models you have to toggle to that model at the selector. After creating the cards, you have to toggle to this modal at the top otherwise the data is killed as per the…
-
Drill to Transaction Functionality in the New UX
Bringing this up again as the previous post from "5 years ago" is gettling lost. We need drill to transaction on the New UX, it is stopping us transitioning to the New UX Dashboards, as we use it daily, even hourly in our Supply chain function. Are there any plans to add Drill to Transaction to the new UX Please?
-
Drill to Transaction Functionality in the New UX
Drill to Transaction Functionality is considered critical for some partners/clients as it's functionality that has no alternate solution. I have heard specifically from FP&A implementations regarding allocations, as well as ICM use cases, but would love anyone giving kudos to leave comments with additional examples of it's…
-
Drop Down Menu for NUX
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 dropdown menu / fold option as a UX element would be extremely beneficial for users who want to extract important information or…
-
Freeze Panes by Default on UX Pages
I would like the ability to set certain rows or columns on UX pages as "frozen" by default. As of 2023 end users can select certain columns or rows to freeze, but it would be a major improvement to be able to have those frozen panes apply to all users.
-
Lookups to apply to LISS Parent Line items
Hi Anaplan Community, I'm encountering an issue with my Anaplan model where a lookup function isn't picking up values from line item subset with line items that have "Is summary" turned on. If I keep the "Is summary" checked in the source module, the only way I can retrieve the values in this line is by using the "SELECT"…
-
New User Experience (Report) Filter by user bug?
I have a question, is this a filter bug? The initially setup for this slides is based on Store A (with 5 years data), but then after i tried change to 4 years, 3, years, 6 years, the filters doesnt apply even after refresh. It only reflect when i go to the card configuration > filter > apply. Store A with 5 years data…
-
BETA View - Search Module option and the Export Modules functionality
Enabling the Search Module option and the Export Modules functionality in the Beta View version would be extremely helpful for model builders. While optimization it will help to find where module published on UX and referenced.
-
Online Access to Fluence Training
I know its a bit early (and a bit cheeky) but wondering whether the usual/fab/free online training is in the pipeline? 🤞 Thanks M
-
Role based security filters for Anaplan XL reports
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 have multiple legal entities, and each entity contains the same set of functional departments (HR, Finance, IT, Administration,…
-
Trash Bin in ADO
In case an object is deleted by error, it should be retrievable back from a trash bin.
-
Feature Enhancement Request: Audit Trail for Anaplan XL
Current Behavior We understand that Anaplan XL currently does not provide an audit trail functionality. When using Anaplan XL to write back data to the data model, we encountered a situation where data that previously existed at a certain point in time was unexpectedly deleted or overwritten. At present, there is no…