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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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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…
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Export multiple modules into unique file
As a Model Builder I want to create a Process to trigger multiple Export actions at once, each export linked to a different module. However, the Process generates as many files (csv, Excel, txt,...) as the number of Export Actions within the Process. It would be better if the Process could generate a single file (CSV,…
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Run export from source model to target model
At the moment in order to transfer data between models manually it is required to open the target model and pull/import the data from there. Having the additional functionality of running an export from the source model to the target (pushing the data instead of pulling it) would enhance the user experience in some…
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Headers in export files
When Exporting files from Anaplan I would like the possibility to remove the list name from the header when adding properties properties in the export file. Today I can only choose Include or exclude Row Label headers. I would like to have the possibility to exclude the name of the list in the header. From above export I…
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Ability to modify the SSO URL in powerpoint/excel add-in
It would be nice if within the Powerpoint/excel add-in, you could modify the SSO URL without having to uninstall and re-install the software. If a user is having issues logging in, it would be easy to check the SSO url, and modify it if they put in the wrong information. Sometrimes IT has to be involved with installing…
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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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Data Tags as a comment feature for developers
Hi team, As a Model Builder and BAU Support Team Specialist, I am interested in documenting enhancements in our models. Using only the Notes feature as a commenting tool, it is getting really hard to track them all after a couple of years of the model being rolled out. At some level of complexity of the model, it is…
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Creating a version with import action - access settings
Hi, When manually adding versions, you have the option to select access setting. By default, it is Write. See photo below. However, if you try to create a new version via import action, you can't specify the access setting. The new version created, has by default No Access. I wanted to automate the version creation using…
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Simultaneous processing (multi-threading) of Anaplan actions
As a user and/or model builder, I want to be able to run actions simultaneously where possible to speed up the data processing and list maintenance actions. This function should also allow other actions to be run only after certain actions have finished running successfully. As an example, if I want to load trial balance…
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Ability to import line item format into blue print view
The ability to import line items format while importing blueprints would be really helpful. Currently, I've set up an automated process to import newly created line items from one module into another module on a daily basis. However, I am still required to check the module frequently for new line items imported in order…
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Excel Add-In: Possibility to display name or code for list members
I would like to have the possibility to extract different attributes for a list member in the worksheet via Excel Add-In (rather than just the name), in the same way the direct export from Anaplan allows: display name, code, parent, etc. Few examples where I find this functionality useful: reconciliation process after a…
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add processId, actionId, fileId as columns in Settings (for API development)
This will speed up API development and runtime both. The API requires ID's as parameter, however Anaplan UI shows only the Name. When using API for sending data to Anaplan or triggering a process we now use the name for searching the id. Currently this requires additional looping in our API framework. If we know from the…
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Change in Anaplan Connect Error handling to include functional errors
While working on a requirement to handle errors in Anaplan processes, we checked and tested few cases if we could capture return/exit code (i.e. error level) sent from Anaplan job processes to determine whether the process was successful or failure (This part is handled in Task.class file of AnaplanConnect…
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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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Excel Add-in 4.0 - Add ability to Refresh all tabs at once to the same page selector selection
Hi, I have a workbook with about 20 Anaplan-connected tabs. We have >100 properties in our portfolio. Each tab connects to a different module in the same model and all modules have the same page selector list chosen in the dimensions, being our list of properties from our hierarchical list. Right now, if I want to switch…
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Excel Add-in: pivot and filter a saved view (like we do with a module)
Hello, I'd like to suggest adding the same functionality when adding a new connection via saved view that there is when adding via the default view. Right now the functionality is very limited when adding a saved view in comparison to the default view. I'd like to understand why this is and if it can be changed so both…
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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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Excel Add-in - Add Ability to remove connection from tab
Hi, Currently there is no button or feature to remove an Anaplan connection from an Excel tab, only to add a new one or modify an existing one. Please add a button to delete a connection. Thanks,
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MSP requirement for tenant integration
MSP partners require the capability for a workspace in Tenant A to read & write directly to a different workspace in Tenant A or B. 1.Must go beyond the functional capability to do imports between WS within the same tenant. 2.A .csv export from a WS in tenant A and import into WS in tenant B is too cumbersome 3.Maybe Hyper…
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Excel Add-In - Remap
When using the Remap feature, if you select a view that doesn't match the original structure, it should give an error instead of crashing excel. The error message was available in 2.x and is not working in 4.0
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Edit Export Action
User should be able to edit Export Action just like Import Action in case of addition, deletion of line items to the saved addition/removal of filter to the saved view which is being used in Export Action.
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Print as wysiwyg
What you see is what you get (wysiwyg) is a common feature in most reporting tools and a fair request. Currently when we try to export through classic or new UX (as PDF), what we get is far from what we see. This greatly reduces the application of some of our modules as we cannot create PDFs and forward it to higher ups…
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NUX: Model to Model Import Actions Show Incorrect Results
Backdrop: I have a process containing an import action from data hub to spoke model that populates spoke model list members. Let's say there are 5 members in my spoke model list and there are currently no changes in my source data. Given there are no changes in data, a. The import process when run from 'Actions' tab shows…
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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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Search Function within Edit Process
It will be great if there is a search functionality for a specific action within the Edit Process (or Create Action -> Process), especially useful for a model with long list of actions. At the moment, I need to search the action from Actions pane, note where its position is i.e. top, middle, or bottom of the list, and use…
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the functionality of supporting multiple connections in one Excel sheet
currently the functionality of supporting multiple connections in one Excel sheet is not available yet in Excel Addin 3.4, i would suggest adding this functionality to retrieve/combine/show different reports/views in one excel tab.
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Import error log enhancement in new UX
Suggest to enhance the current import error report in the new UX. The new overview only contains very limited information about any errors which occurred during import and it is not possible to get a preview of the errors as you can in the classic UX. At the same time, the ability to export errors is limited to 50,000 rows…
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Data import analysis
Would be very beneficial if Anaplan provided more details on the data imported. Besides the normal error log, it would be helpful if e.g. max/min values, outliers, exceptions, trends, most/least frequent items, dimension items count etc. could be displayed upon import to help the user do a quick sanity check of the data…
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SAP integration
Suggest to build native integration with SAP solutions. A lot of Anaplan customers use SAP solutions such as SAP ECC, S/4 HANA, SAP BW etc. and heavily depend on large amounts of data flowing back and forth into Anaplan. Integrating with these solutions often require an extra layer such as AWS or similar which then again…