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Search Functionality for Import Data Source Selection
When setting up an import into a list or module, it would be useful to be able to search for a module/list/saved view when connecting to an Anaplan model on the "Select Source" section. I have a model with hundreds of modules and having to scroll through these modules every time I set up an import action can get tedious.…
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Ability to use Line Number as the List Member when Importing from Excel/Google Sheets
There are times when we are importing data that Anaplan recognizes a row of data as a duplicate, but the duplicated data has meaning to our end users. Anaplan is able to tell us in the error message which line of data the duplicate was on. Is it possible to create an option to use the row number as the list member to avoid…
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Warning when attempting to change a saved view used by an action
No small amount of problems have been caused in our model by someone unknowingly altering a saved view that is used by an import action. It seems reasonable to me to tell the builder who is about to delete, or overwrite a saved view that is used by an action so they can make a decision to proceed or not. Ideally, it would…
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Search in Select source
Please add the option to search from "select and existing source" while defining and import. Currently, we need to scroll up and down and it is tedious if the list is big.
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Option to select Column Headers starting column(optional)
Hi All, I am seeing this error for a long time, so I thought of sharing this here, there might be a solution which I don't know. if there is a solution pls share it. Let's assume I have an import template as follow Column 1 - Display Name of the List Items Column 2 - Unique Code Column 3 to end - TIME(JAN 21, FEB 21,...)…
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Increase Size of the Action Icon for Additional Insight Cards with Actions
When working in a worksheet the user is able to add various cards (text, field etc.) to the additional insights pane and even add a process/action to these various cards. However, the Action icon in the top right of the card is extremely small compared to most large blue processes Anaplan offers in the UX. Can we increase…
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Export Model Map to PDF/Excel
Capability to Export Model Map from Contents page to PDF/Excel.
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Action Button to Trigger Outbound Requests (GET, POST etc.)
It would be great to have a button on new ux available that could be configured to send an outbound request to an external endpoint (GET, POST etc.), for now even an empty request could be helpful, but bonus points for allowing a configurable payload within Anaplan. This would allow us to seamlessly execute external parts…
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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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Api allow standard application contents type
As a data integrator working on industrializing data flows into anaplan from multiple application, i need to be able to consume standard data formats like json files. This is necessary to be able to call an api which will send me response typically in json format (standard restful for api) and consume the response with…
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Ability to test the Docusign Integration without sending out an Envelope
DocuSign currently charges a rate for sending out envelopes, and clients would save money if we allowed them to test the integration without having them send out an envelope. If you are working on a large document, you may be testing a number of envelopes to test. This can cost the client quite a bit just to do testing. My…
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Import in a list. Fileds mapping - need empty mapping selector in a drop down
Hello I've noticed one thing which is not native for many beginner anaplanners. While we set-up import to the numbered list and we should not have any mapping in the name field (as we choose to use a code as a default way to identify items). But quite often it is pre-populated and in a drop-down there is no option for a…
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Ability to use the CREATE action in the NUX
Currently the ability to create items directly in a list (using the create function) is only in the classic UX. Can we migrate this over to the NUX?
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Search option to find the module name while importing
Hello, It would be great to have 'Search option' section, so we can easily search for required module while importing. This helps to quickly search the required module from the list as it saves lot of time scrolling. Thank you.
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Clear an entire module
Scenario: If I am importing data into a module and a line item no longer exists in the source file, the Clear Before Import will not clear that line item as it will only clear line items that are coming in from the file. This can lead to numbers being off. Current workaround: Create a duplicate module that is filled with…
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Provide a way to determine usage of processes,actions,imports,exports runs
Provide a way to extract history of processes/actions/imports/exports runs to determine its usage and help with clean up efforts in the models.
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Publish Export Actions to UX without creating a Process button
At present we can publish all other actions to UX except for Export Actions, without creating a process button. It would be nice to publish the export action without having to create a process button. We could create process button only for those which needs to be grouped together. When we have siloed export process of one…
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Filters in List Grid View
Same as in modules, there should be an option to add filters in Lists grid view. This will help to filter list data view based on properties or subsets. Currently, we have to export list data in excel to do any data analysis based on properties and subsets.
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Support of cyrillics and possible other national symbols in Anaplan Connect
Not quite critical, but It would be nice if Anaplan connect scripts could support names of the tables/fields written in local languages for example using cyrillic symbols. Currently such names are being corrupted into ??? characters and cannot be found by the database. This makes us to create additional views and thus…
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Anaplan Data Export using Cloud ETL - Snaplogic
As per the Business requirement, need to export the data from Anaplan (Not Manual). To define this, we used Snaplogic cloud tool to extract the data and do data manipulation by using Anaplan Read Snap. We can configure this Anaplan read snap in two ways 1. Basic Auth 2. Certificate + Keys based on above information, we can…
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Filter on Imports
An option to filter on imports would be a nice to have feature. That way model builders will have an option to pre-process data instead of making a process to prepare the data after importing to list.
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CloudWorks custom load calendar
Suggest to add ability in Cloudworks to create custom load calendars. Not all data integration loads follow a recurring pattern but are instead based on custom load dates. Adding ability to e.g. specify a specific load calendar for the next 12-18 months will ensure load dates are aligned with business processes and reduce…
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Mapping Options for Module Import
When uploading a CSV a few more options about whether specific columns can be ignored or manually mapped (in a similar way to how imports to lists work)
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NUX Export Labels
In the current UX, you can include property labels when exporting. I would like this feature to be available in NUX as well.
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Ability to automate exports to PDF
As a model builder I want specific export to PDF to be saved in the list of exports so that a process can be created to group them together and run specific export to PDFs from dashboards in one go. I will know this is successful when I will be able to create a process and group a series of PDF exports together, which can…
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File Import Issue due to Control Panel Local Language Setting
Some users in Europe are facing issues importing offline excel file into Anaplan. Currently we have a workaround for this issue. If user changes his Format setting in Region and Language to “English”, then the upload is successful to Anaplan. Users have to change their local language setting every time they need to upload…
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Paste more than 10,000 cells
The limit of only being able to paste 10,000 cells is too small. Ideally it would be 100,000 to cater for larger data sets
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Refresh Function in Excel Add-in should provide option to submit changes
Description: If a user changes data in a read/write view of data in Excel via the Anaplan Excel Add-in and then subsequently clicks on the "refresh" button, the Anaplan interface does not inform the user of any changes that have been made to the data before the view is refreshed. This results in any changes being cleared…
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Excel add-in, Date time settings
Excel Add-In error: Refresh failed due to unexpected error. Found out that when the Excel template is created with Regional settings [ ex. decimal symbol as Dot / . ] is different from your system settings [ ex. Decimal symbol Comma / , ] then the refresh fails and shows up unexpected error. This is solved as soon as the…
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Batch printing, exporting, emailing of NUX dashboards and worksheets
Description: As an Anaplan user, I would like to be able to print, export, or email Dashboards and/or Worksheets in the New UX based on a selection of list items relevant to the the Board/Worksheet. This process should be able to be scheduled (e.g. daily, weekly, monthy at a set time) or run on-demand by the user. The user…
