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Action/Process Run History
There currently isn’t a way to find out when an action or a process was last run. There is also not a way to see when the last time that a file was uploaded. We would like to Anaplan to capture the last time each one of these actions, processes, or data uploads occurred.
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Excel Add-in for Mac
Some of our clients use Mac computers and it would be great if you could develop excel add-in for Mac OS too!
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Remove 10 million item limit from the ISFIRSTOCCURRENCE function
Brief description of the idea Remove 10 million item limit from the ISFIRSTOCCURRENCE function Expected benefit/impact Removing this limit would allow imports to be ran into large hierarchies that are referenced in ISFIRSTOCCURRENCE formula. Currently they fail with an error message.
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Import: add "Ignore All Unmapped" option with manual mapping
currently w/ manual importing Match or Ignore are the only options for assign/ignore an item. It would be huge time-saving for Admins to add "ignore all" option so all unmapped can just be skipped. IRL example, source have 400 accounts and target only need use 20 of them. it's very time consuming to click "ignore" for the…
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Make Bulk Copy between Versions an Action
Currently our team EVERY WEEK, has to bulk copy the current version to the previous version because there is no way to automate this. That is 52 manual interventions every year. If you could create an ACTION that would allow you to bulk copy and have user select source version to target version, than we can schedule an…
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Work with Microsoft to make an Anaplan - PowerBI connector
It would be great to have a Anaplan connector in PowerBI (same idea as Excel and PowerPoint connectors), to have a live interfacing of data.
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CloudWorks - Possiblity to launch processes without being necessary to choose Datasource or Target
As Model Builder/ Data Integration specialist I would like to be allowed to create a Process in CloudWorks even it is not chosen a Datasource or Target. CloudWorks could be very useful tool to schedule data integrations between Anaplan models. Currently, this is not allowed and it is received the error: "Connection and…
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Ability to Use Workspace and Model Names within Anaplan Connect 1.4 scripts
Ability to Use Workspace and Model Names within Anaplan Connect 1.4 scripts instead of just Workspace and Model IDs.
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Google Sheets Add-on: remove connection owner limitation
Currently only the one person who sets up the google sheet connection to Anaplan can refresh the sheets. It will be much better since we are a team and sometimes don't want to just rely on one person to refresh the connection. Or if the person needs to take vacation, then no one can refresh the connection other than to…
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Provide detailed log on cloudworks
As an integration admin, it woulf be very useful to be able to get (through api or the ui) a log detail of the last cloufworks run for a given integration. This is necessary as the current error messages are a bit cryptic to understand like "process failed"
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NEW UX - Export Boards as PDFs process
Hi Anaplan, It would be great if the NEW UX had the capability to export boards as PDFs for reporting. Many customer are asking for this as they have previously created many reports using this in the OLD UX so would like to see the functionality in the NEW UX. Thanks, Usman
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Ability to export values as formatted for .CSV
As a user, I need to be able to export data in the format I have set instead of a standardised format when exporting as .CSV. For example, I want to be able to export * Large numbers - The option to export "1,000,000,000,000" rather than "1.0E12" * Small numbers - The option to export "0.00001" rather than "1.0E-5" My data…
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Excel Add-in 3.2: increase cell extract count
In the current version of the Excel Add-in, it is not possible to create a connection to a saved view or module with a total cell count of the dimensions (rows x columns) greater than 1 million. Any saved views with hidden line items or filters applied will not have an effect on the view size and will therefore not…
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Have a timestamp on when an action or process was last ran
It would be great to have Anaplan built in functionality to tell a user when an action or process was last ran. This would be extremely helpful in identifing forecast locking, data loads, etc.
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Ability to change switch models in the excel add in
moment when you set up an spreadsheet reports pack via the excel add in you select a model to work from and are not able to change this. I would like to be able to change the model you look up to without having to rebuild the reports pack. We have a medium sized reports pack that works in the excel add in taking a lot of…
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New Filter Option: "Absolute Value" and "In Between" Filter
It would be very helpful to have a filter option added that allows a user to filter on absolute value as well as to filter by defining a top and bottom range that returns amounts in between the range. Currently, we have built line items as a work around, but these tend to take a lot of space. This functionality should be…
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'Last run' column in Settings>Actions>Imports grid
Description of the enhancement required: Imports and Import data source tabs were added with the recent Anaplan release. We would like to be able to view the date the last import is run in say another column. An example of the enhancement: Column field next to the import action that shows the date. How would it…
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Excel Add-in: Filtering options
Hi, The Pivot & Filter's Filter dropdown functionality does not operate how most people (generalizing) are used to dropdowns working in hierarchical list . Please see screenshots below. Here I have regions, manager names, apartment properties, and floorplans coming from anaplan in a hierarchy. When I uncheck an item at a…
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Unable to open several workbooks with same connection
I have recently been testing v4 of the Add-in. We are current using v3.3. I am unable to work on several workbooks that have the same connection/model at the same time. V3.3 allows for several workbooks to be opened at the same time. I would point to several systems that allow for this, namely, Smartview (Oracle) and BW…
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Allow export to XLSX
I want Anaplan to allow me to export to the XLSX file-type rather than just XLS or CSV. XLS can't stand up to the amount of data I want to export. CSV is not sufficient for what I need it for
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Don't change tab colour when refreshing view in Excel Add-in
Description: Excel Add-In: When refreshing report views, rather than changing the tab color upon refresh, please leave original tab color. Benefit/impact: We use tab color within an Excel workbook to differentiate financial reports for management. We also use it for organization of data.
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Dropdown menu in Excel AddIn
Hello, We currently have a dropdown menu in the line items when selecting items from a list - as per image below: However, when we create the connection with Excel, there is no dropdown nor anyway of knowing the names of the list which have to be manually inputted - please see image below: Is there any way of giving the…
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Selective slide exporting from Management Reports
It would be great to be able to select specific slides to export when export management reports to PDF. Currently the system automatically exports all slides and you can't deselect any if you don't want to include them in the report pack.
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Conversion to V4 - copy of older version is not made on Onedrive
To upgrade to V4, workbooks that are created in lower versions have to be converted. On conversion, a copy of the older version is supposed to be made. This works on a local drive but it does not work on OneDrive. As most of our files are on OneDrive, this will not work in our business operating environment. We will not…
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Excel Add-in 4.0 - Make Clone function be able to clone a tab into another workbook
Hi, I would like to suggest adding additional functionality to the Clone button. It would be helpful to be able to clone a tab and all of its formatting (or at least the tab's connection and connection settings) to a new tab in another Excel workbook and/or to a new tab in a brand new workbook to be opened. Thanks,
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Google Sheets/Google Slides Add In
My team at AdRoll along with many other customers that I know of spend countless man hours every month/quarter exporting our Anaplan dashboards into google sheets and then into google slides just to get data in front of our ELT. I have seen this in this forum before which I believe speaks to the level of impact it would…
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Anaplan Excel Add-in : Combination of versions 2.6, 3.0 and 3.1 in one future version
We are using Anaplan EXCEL Add-in version 2.6 because of its two-way data transfer concept. Unfortunately the later versions 3.0 and 3.1 are one-way Add-ins (no refresh-function). Our idea: Later EXCEL Add-ins should include at least the features of former add-ins in order to not be forced to run all Anaplan EXCEL Add-in…
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Excel Add-in Copy Excel Tab to Duplicate Query
Allow for the capability to copy an Excel tab containing the Anaplan Excel Add-In defined in that tab and duplicate in a new Excel tab. This will reduce having to completely setup a new view if exactly the same as the existing tab.
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Integration with Google Docs
Google docs integration with Anaplan as we use Google docs like Excel.
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Anaplan Excel Add-in Prerequisites
I wanted to share an uncommunicated prerequisite for the Anaplan Excel Add-in 4.x series. Reading through prerequisites, the documentation explicitly indicates certain items that are not natively part of an operating system, like the version of MS Office or the supporting technologies of .NET 4.7.2 and Visual Studio Tools…