-
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%…
-
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.
-
Exports should allow for added attributes during export window
Exports should allow for added attributes during export window
-
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.
-
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…
-
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…
-
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
-
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…
-
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…
-
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,
-
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.
-
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.
-
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)…
-
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 😞 :
-
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…
-
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.
-
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…
-
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:…
-
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…
-
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…
-
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.
-
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…
-
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…
-
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…
-
Export - Labels change order without Deleting and Re-entering
Real world instance: A request to either re-order, add in new columns, or update an existing export with new information. Current Solution: Clear all of the properties prior to the new column's location and re-enter all of the properties that were required to be deleted. This takes time, and is susceptible to mistakes. New…
-
List Subset Definition based on formula
Is it possible to add functionality to make list subsets based on formula? Currently we have to either manually select list items to be included in subset or need an import action to update based on subset logic written somewhere else. Can we have option to add formula directly on list subset definition? This will help a…
-
Add custom Text Prompt or Dialog Box to Actions
In the new UX, I would love to have the ability to add custom text to the dialog box for imports and other actions, or add a confirmation prompt. For example, "warning: running this submit process will make all entries final and prevent further editing".
-
UX View the action in progress during a process
I would like to be able in the UX to see what action is in progress when I run a process like it is possible when we run the process directly in the model. Here is an example : This could be interesting with big process that take time to know exactly what action is currently processing and not only with the loading bar and…
-
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.…
-
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…