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Excel Add-in: Add Compatibility for Apple Mac computers
Add Compatibility for Apple Mac computers. The Excel add-in for Excel only works on Windows PC's right now. Our parent company only uses Mac computers so they cannot fully utilize my reports that use the Excel add-in.
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Use CloudWorks to solve CurrentDate/CurrentTimestamp in Anaplan WITHOUT using third-party tools
As Solution Architect / Model builder, I would like to be able to create a "connection" in CloudWorks Anaplan using a webservice managed by Anaplan which automatically updates in the backend a file that contains the periodically updated CurrentTimestamp in UTC (something like "2021-02-01T14:10:45"). I will know this will…
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Allow importing items with the same name into different levels of a hierarchy
When importing items into a child list. If there is an item in that hierarchy which already has that name it will be ignored in the import. However if you create the list items manually, you can give items the same name at different levels of the hierarchy. It would be helpful to be able to flag certain items in list…
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Restrict Characters in Open Text Line Items
It would be great if text formatted line items that are user inputs could be restricted to only allow certain characters. When users are allowed to input an escape character or newline, it can create problems for exports.
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Allow multiple line item updates with the transactional API
The current write back to Anaplan supports a single line item, its intersection and its value. If trying to update multiple line items at the same intersection they whole block of json needs to be repeated for each line item. My recommendation would be to have the ability to have multiple key:value pairs per intersection…
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Addin Excel : add options like Include Empty rows
Hi, End Users want to have the possibility to include or not include Empty rows like options enable in Export. Best regards,
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Excel Addin : Display Properties list
Hi, In the excel add-in, have the possibility to display the properties of the lists and not only the display name. End users need access to code or parent for exemple. Best regards
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Ability to select a specific Page for entire Workbook when many Excel Add-in Data Pulls are Used
It would be great if we could set an overall workbook time period that would allow us to set the time period we or any "Page" selection for workbooks with multiple Anaplan Excel Add-in pulls. We would also still need the ability to change individual worksheet/tabs data pulls. For example, we may have a workbook where 90%…
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excel add-in : Select a level without creating a view
Hi, A new idea for the excel add-in is the possibility to select a level for a hierarchy. For exemple, I have a module with the level 8 for organization, I wish have the possibility to decide to show only organization level 7 or 6 without level 8. Best regards, Carine B.
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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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Exports should allow for added attributes during export window
Exports should allow for added attributes during export window
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Data Import : Ignore all by default in mapping
It could be great to have a feature that allows to ignore all fields by default during data import mapping. As of today we have the options to "Match", "Ignore" (unitary), "Clear" (unitary) and "Clear All" mappings. It would be great to have an "Ignore All" button to handle only exceptions.
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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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Export the Drill Down grid
It would be a great help for the user, if he is able to export/or copy the grid from the drill down, for example if we drill down on the cell in new UX we get all the values that contributes to the calculation, and if the count of the drill down goes over 100 values it gets difficult to analyze the data, neither we can…
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Excel Add-in: updating cells with Dynamic Cell Access and have a list format
Possibility to change data in cells with Dynamic Cell Access and a list format with a read/write connection in the excel addin
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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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Synchronize filters across tables in Excel add-in
Add ability to synchronize filters across tables in Excel add-in. Working with the Excel add-in and extracting data from different modules, some of the filters across the different extracts overlap. A good example hereof is forecast cycle or specific versions. Currently, we have to change the forecast cycle in each sheet…
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Excel Add-in: drag and drop dimensions, view line item formula, keep only/exclude
Please add the following features into the Anaplan Excel Addin - 1) Ability to pivot by dragging and dropping members within the spreadsheet rather than clicking on pivot and filter. 2) Ability to drill down a hierarchy by double-clicking in the spreadsheet 3) Ability to extract just one data intersection using some…
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Integration with Google Docs
Google docs integration with Anaplan as we use Google docs like Excel.
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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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Show/hide data labels for end users on a chart card
It could be great if end users can have the choice to show/hide data labels on a chart cards, or as an option for export. we think it's more ergonomic to hide them on a board and display the tooltips. However, this poses a problem when a user wants to export the chart card because he does not have this option.
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Excel Add-in: refresh all connections in a workbook at once
Hi It would be great if you could refresh all connections at once in one excel workbook. Currently, each sheet has to be done manually. In some of our excels we use for reporting, I have 15-20 sheets as currently you can only have 1 connection / 1 sheet. This would help a lot in efficiency. Thanks Kinga
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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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Excel Add In 3.2 Last Refresh cell
In Excel Addin 3.2, the 'Last Refresh' cell has been moved, adding a new row before the data compared to 3.0. There should be an option to keep the old format. This will allow users to upgrade from 3.0 to 3.2 where they have many formulas referencing data in a row which would be moved.
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Excel Add-in: remove 1m cell limitation
Hi, Anaplan connection to MS Excel is limited to 1mil cells only. This considerably limits as to what we can do with auto update of data straight from Anaplan to MS Excel. Removing the ceiling on cell count will really boost the efficiency for data analysis. At the moment, users have to either reduce the selection by…
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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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Excel Add-in: Drill Down and Drill through to Transaction
In Order to effectively compete with Oracle, it would be beneficial to have Drill Down and Drill through to Transaction available in Excel.
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Docusign - Create Flexibility for Signing Order - Data Population
The Anaplan Docusign Integration currently has the following limitation: When the text fields are assigned to a non-first signer recipient, it will not work. Only the first recipient can be assigned those text fields and the data from the model will populate. For companies that follow the signing order of 1) Employee, 2)…
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Indicate the source module in a worksheet
Our users need to know the source module in a worksheet in order to be able to use the Addin Excel extension. It's possible to see it in a card on a Board, it is regrettable not to offer this information also in a worksheet. Board: Worksheet 😞 :