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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 😞 :
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Dynamic exports - Export actions linked to saved view with filters or user selection
As a model builder I would like to set-up exports that are connected to saved views and that synchronize with a dashboard to provide end-users with dynamic and efficient exports and ensure sustainable integration with other systems. An example: A module is published to dashboard with month as headers. I want an export…
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Update Start Time without ALM and Current Month / Week by Automatic Batch
Today, we need to update Start Time in DEV then do an ALM but it can be complicated if we have developments on going. We would like to be able to do it directly in our PROD Model. We would like also to be able to do it automatically by batch/API, same need to update Current Month / Week and all Times Settings etc.
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Automatically remap line items in import actions
As a model builder, i would need that in the following conditions : - an import mapping uses manual mappings for line items - the source line item name(s) are changed in the source module, that the manual mapping would be updated automatically or alternatively that we get a blocking mechanism that alerts us upon trying to…
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Ability to integrate with CI tools
While Anaplan is great as a simple development platform, it lacks Continuous Integration-related features as a full-fledged development platform. There are many excellent CI tools in the world, and they are very effective in improving development efficiency and maintaining quality. Reference:…
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Backup - Archive PY cells
Rather than functioning towards excel for the previous year / excluded year data to save for future. There must be a process which will archive the data as soon as year got changed in TIME settings (with the warning popup) within given model and ready to refer as and when require. [Benefit]: Get rid of multiple models…
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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 add dimension headers in exports
There should an option to add the dimension header that are placed in rows while exporting by end user using the export option is grid. For example if I am using the SKU list as the row dimension and user is trying to export the data from the grid published in pages, there should be an option to get the SKU as the header…
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Fail a process if any subsidiary action contains errors
I would like the option to fail an entire process if one or more actions within that process contains errors. For example, if any errors exist when updating a list, I do not want the next import to run that loads properties of that list into a module.
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Excel Add-in options
When we produce monthly cost report, we need to keep apart every department because are confidential data (every department can't know the other departments expenses). With the previous tool (BPC) we could exclude empty/zero cells, select the single department and refresh data every month: was not waste of time. Now, if…
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Export excel number format align with Anaplan data format
We have lineitem set as number with 2 decimal places. We set export file action with excel format template for user to easily upload back to the system. The excel output does not set data format by column but by cell which making us lost decimal number if we did not change format to number. Cell that already has data…
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Ability to avoid refreshing deleted rows/columns in Excel
Description of the enhancement required: option to not refresh the full view in Excel add-in An example of the enhancement: If you delete a column or row, don’t re-add that row/column when refreshing A story for why you want the enhancement (How would it help your business process?): custom view’s can be created in Excel…
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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…