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List Item Count Reset Accessible via Anaplan Connect
Description: The ability to trigger the “Reset” action/button in the list configuration tab (for numbered lists), using Anaplan Connect to automate this process. Example of Enhancement: Anaplan Connect has an operation that enables reset of a list. And the index for a list can be reset without limitation (i.e. it doesn’t…
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Suggested Import Data Source
Would be nice if I could quickly select an import data souce when setting up new import based on the most recently created saved view. The suggested source item can be based on whatever the last source in the Import Data Source list is.
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Ability to change Pivot in Google Sheets Add-on
The Google Sheets add-on doesn't let us change the dimensions in the Pivot when setting up the connection, unlike the Excel add-in. We need to create custom views in the model to be able to pull the data in the format we want. This is a big deterrent towards adoption of the Google Sheets add-in and restricts the…
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Cloudworks to include all Process status just at running in Model manually
In Cloudworks, only the detailed status of failed Process/import/export is shown, the successful ones are not shown. Would be great if the details status (Updated, Ignored, Unsuccessful) will be recorded for all imports/exports run, so that users will be able to confirm if the Process has been run correctly.
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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…
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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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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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Excel Add-in: Clone Workbook button
Currently on the Excel Add-in I am able to clone worksheets. I would like to have the ability to clone an entire workbook or multiple copies of a single sheet rather than doing this 1 sheet at a time. Why? * Currently the Excel Add-in does not allow for copied workbooks to be opened simultaneously * This will facilitate…
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Ability to Connect Power Point Add in with Dashboards
It would make every end users' life easier if we have an ability to connect Power Point Add-in directly with the dashboards instead of modules. Now Reporting page coming into action, it will make a lot of sense if we could just create the connection with any page/dashboard and boom power point is ready.
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CloudWorks Scheduling by Day of Month
It would be great if we could schedule Imports & Processes during Month End dynamically. e.g. Each Month I need to edit my schedule to update the Start Date & End Date for the relevant month end period. Would be great to have 1st day of month as a selection from Start Date and 7th day of month for End Date as an example so…
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Import Enhancement: Tab- Line Items: Being able to select Multiple, All, or blank "Mapped to"
Currently when Mapping a file, view, or similar, if you have extra line items/columns, Anaplan doesn't always identify that a new line item is selected, and takes multiple attempts to have your selection identified. (Bug, and I use Chrome with 90% zoom) Being able to Map everything you are going to map, then select all…
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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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API Calls for "Export PDF" in Reporting
It would be great if Anaplan had API's that could call for the "Export PDF" in reporting. Allowing for this would give customers a flexible way of automating the exports at whatever consistent frequency needed. Thank you..
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Importing Large Files on Pages - Two Step process should be one step
When importing a large file during a Process on Pages, I'm required to first attach the file, and then wait for the attached file to finish uploading to Anaplan, and then I have to come back to the action to run it. However, in the original UX, this is all one process. Having this as a two-step process is preventing us…
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Ability to specify an escape character for an import
Some import sources can contain escape characters for special characters depending on how they were generated (i.e. generated by a specific software). These escape characters are not recognised by Anaplan and end up being imported as is. I would like the ability to specify a specific character as an escape character when…
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When click the Anaplan tab in SFDC, let me see always Anaplan HOME.
Now, When user clink the Anaplan tab in Salesforce, we hope the user see home rathar than their most recent workspace.
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Reject entire import if there's an error
I am building a model where I need to reject entire import whenever there's any error during import process. As of now them action runs and the module/list is getting populated but the cell which had incorrect value(reason for the error) is not, leaving it blank. This case is not ideal for the customer and they want to…
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Force the API cell read to include Row Header Labels.
When using the data read API, any row dimensions do not have headers. This is an option in the Export tab when using the UI. When trying to process the results via code, I have run into issues a few times where this is a problem. Please consider always including the row label headers or at a minimum provide a setting to…
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Export module with comma as decimal separator
Requesting an enhancement to be able to export to file with comma's as the decimal delimiter. At the minute the export is not using the Number format options of the line items. So if I set my line item format to have Comma as the decimal separator, the export ignores it. If there's an Import option to do this, shouldn't…
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Allow for more control around duplicating, adjusting, and managing Exports
Imagine you need to update an export with a new column, but you want to retain the previous export for another group. In order to create this new use case, you now have to create an entire new export OR you have to inform the other team that you are adding in additional columns (even if you are allowed). Once you do fix…
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Execute Import Action from Source Model
Currently, the import action needs to be defined and executed on the destination model. (Import by "Pull") Though the authority of the destination model should be set, it will be useful to execute the import action from the import source model. The improvement will be helpful to enable freely set the action execution…
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Powerpoint Addin Chart Types
Can we update the Powerpoint Addin to support all of the available charts that are available in the latest version of Powerpoint such as the Waterfall chart as an example. Since it is a case of providing data in the correct format for the underlying Excel spreadsheet that PPT uses as the basis of the chart this should be…
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Powerpoint Addin Integration with New UX
For the Powerpoint Addin I would the ability to be able to import Cards and or Pages into the Powerpoint Addin. This will enable me to replicate the views available in the New UX into Powerpoint for those users who would not necessarily have access to Anaplan. The import process should create a dynamic link so that the…
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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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"Search" box for the list when list is assigned as a line item format
As a model builder, I would prefer to have a "search" box to look for a list name when I assign a list as a line item format. Currently, I can only scroll to look for a list name. "Search" box is more efficient than scrolling when the list is quite extended . What do you think?
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Differentiate if you are Importing into a Module or a List on the Actions system view
Create a new naming convention based off of the action being either an import to a Module or a List. EG. The L8 and 9 and 4th row would have List in the action section and the 3rd row would have Module in the name. This would be used to quickly reference things and make it easier to do research.
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New Source Files should be accessible by all Admins as default
When we are creating new data feeds to Anaplan via API, it will set the new file on private as default, which you can't change afterwards anymore. In our case the file would be created by our 'AnaplanCoE' user we are using for the API. It would be great if you can change the file that it will be the default for everyone or…
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Search Option
Hello Modeler's I would like suggest one enhancement or feature, this is the thing I feel like anaplan should have search option. As we know most of us not like to scroll a lot for what we need. I found this while doing import action from anaplan with connect to anaplan models.There will be a lot of saved views we have and…
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Google Sheet Addin: Remove leading spaces from Lists items
Our primary purpose for pulling data from Anaplan into Google Sheets is to use it as a data source. This purpose is made significantly more difficult by the formatting of list items brought in through the add in. Specifically, lists are formatted with leading spaces as you can see by the " Bookings" member in the…
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Add Wildcard Functionality to Anaplan Connect Scripts
When working with the latest updates to Anaplan Connect I noticed a few of the scripts that require specific List IDs would be more effective if there was a wildcard option. This would allow users to pull every list from a model and all the related properties.