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Custom scripting line item calculations
I would love a way to be able to use my custom python scripts and the vast amount of Python libraries on line items in a module, rather than use the Anaplan formulas out of the box. It would save time on export/import data to the Anaplan model. I'm assuming the formulas that are used now are some form of Java or C++? Maybe…
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Update Anaplan connector for Informatica Error Message
When using the Anaplan connector for Informatica Cloud and an export fails when writing the output to a table that it can't accommodate a generic error message of [ERROR] Exception in thread “Thread-9” is displayed. It would be beneficial if a more meaningful message is displayed. Current Error Message: Proposed Error…
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Option to export Graphs with Title and/or Labels
When exporting a graph from the New UX, the title of the card is dropped as are the labels/selectors. This is the case whether it is exported via "print chart", or PNG/SVG/JPEG. Ideally, there would be an option to include/exclude this information on the export, but at minimum to automatically include this information on…
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Import Action Categories and Separators
The import action management section often becomes messy because ALL import actions are saved. Would love the ability to create sections and separators, to better organize the import actions I intend to repeat. The following example was created from dummy imports, but it would be great if this feature were built in. I…
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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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Excel Add-in: restrict end-user ability to create a new connection
* Description: As an author of the new Idea, I want to suggest the new level of security in Add-on(s). Where we can restrict the Non - WSA User not to create a new work book using the models that they may have access to. * Example of Enhancement: If the user is not a WSA for the particular model he should not have access…
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When saving a view ignore the case sensitivity
We have a 10-minute rollback sometimes and we are very careful to ensure formulae and entries are correct. The one annoying thing is case sensitivity on views. I had to wait 12 minutes because I saved a view as Customer Data and then saved as Customer data. It does not ask if you wish to replace and it does not allow the…
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Contents of import actions
For import actions it would be good to have a column in Imports tab. suggesting which of the source items(list or lineitems) are mapped to target. Not the natural mapping by anaplan but any thing which is manually mapped and saved rather than opening each action and figuring out.
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Have the Docusign Add-In Update the Status of Documents Automatically or have an 'Update All' button
* Description: Currently, in the Docusign add-in, you have to manually click into each document and click on update to get the current status. This is painful if you have a lot of documents. * Example of Enhancement: The best solution would be to either have this automatically update regularly, or have an 'update all…
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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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Bulk Copy over a selection of two or more dimensions
Dear all, Would be great to bulk copy data on a certain combination of dimensions: For example to copy the data of one Store to a specific other store but just for a selection of months and a specific version. And make it possible to create an action out of it; it would allow end-users to pre-populate a new Product, Store,…
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Import into Parent Level using BreakBack
I would be really good if we can import data into the Parent Level when Breakback is enabled. Currently, it is not possible in the system . Hope to see this functionality soon in Anaplan!! 🙂 🙂
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"Omit Summary Items" on Exports should be an option for Imports
Currently, there is an option to "Omit Summary Items" when you are exporting data designed to exclude parent hierarchies. However, there is no such option for imports and this requires users to create saved views that manually exclude parent levels and can cause a lot of manual work for model builders. Without removing…
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Excel Add In: remove a connection and multiple connections in one sheet
Idea 1: Currently we have the option to create Read / Read-Write Connection. But when I no longer want an active connection on a sheet, i am not able to remove it. This limits my ability to add a new connection or replace connection on the same sheet. Idea 2: Also, we cannot have more than one connection on a single sheet.…
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Exclude Line Item Subset from data export
Hi Team While exporting data from a module, if there is a 'Line Item Subset' in the dimensions, we are unable to exclude it from Export. Can you please make the option available? I have provided some screenshot. Thanks & Regards Kudi
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Add-Ins - Quickly Edit/Amend connections
As a model builder/user I would like to be able to quickly amend my connections so that they can easily be re-pointed to different Workspaces and Models. I will know that this is successful when I will be able to quickly change my connections and re-point to different workspace and models, perhaps with a functionality…
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Data Integration with Single Click from Anaplan Dashboards - REST APIs
I am looking for an option in Anaplan Dashboards to put a link which will trigger REST APIs and execute the Anaplan operations which lies in the code behind it and return the results. With this way, we can plan to integrate many sources with single button click from Anaplan itself rather than using Anaplan Connect.
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VBA/macros for Excel Add-In
As a model builder I would like VBA and macros to be supported in the Excel Add-In so that I could further automate workbooks. For example : 1) I would like to be able to create VBA code and macros for the various Anaplan actions so that I could automate a number of tasks (eg Login and refresh data) through macros 2) I…
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Renaming line items should be propagated to import definitions
Currently renaming a line item correctly updates all module formulaic references. However, it does not get propagated to import definitions and Anaplan silently "ignores" the change i.e. the target column stops getting populated without any error or warning. Ideally name changes should get reflected in all aspects of the…
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Export button on the Imports tab under Settings > Actions
I frequently export the Imports table under Settings > Actions when troubleshooting or working through a model. Connections between models or modules/lists through actions are not displayed in the model map so I highlight the Imports table and copy/paste into excel to diagnose/troubleshoot actions and discover…
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Import Saved View - Filter
Hi all, A bit surprised this topic isn't here as it's one of the most common frustrations, similar to the post here. When importing from a filtered saved view there are a lot of cases of missing values. We all encounter it, and the first time it takes very long to determine the root cause. We change the filters but then…
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Excel Add-In model view
Currently when creating a new connection from Excel Add-In, The wizard picks up all modules that are available to Read, Read/Write for the end user. We want to limit the modules that are shown in this dialog without having to remove the 'Read' permissions. can we either add something like 'invisible in Excel' in the 'Roles…
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Excel add in sorting
Can we have the option to Re-Order and Sort List items during Pivot ? In General, Custom Sorting is very important when people need to work from Excel.
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Excel Add-on: Sheet names update when changed on Anaplan
As an end user I would like the names of any sheets to update upon refresh if the associated module on Anaplan is renamed.
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Have imports run base on the display name rather than a unique ID
This can be an issue when running a Module to Module Import, if both the target and the source module are dimensioned by numbered Lists, if the target Module's numbered list(s) the import will coordinate the import based on the numbered list(s)' Unique IDs. This means that some values will fail to import and other values…
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Ability to manage metadata (add/delete/re-parent list items) via the Excel Add-in
Summarized Feature Request End users need the ability to manage list items, i.e. metadata, via the Excel add-in. By far the highest-priority and highest-value need is to add new list items. Situation Users switching from Oracle Hyperion / Essbase love the Essbase SmartView Add-in for office. One of the reasons they love…
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Ignoring some columns when mapping timescale through column headers
When we get a source file with time in the columns it is very common to have columns that are not relevant for the mapping. As time usually requires using an "automatic" mapping it is quite inconvenient that columns that are not relevant are processed as a FAILURA in Anaplan. It would be fantastic to have the option to…
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Cancelling Import will remove any partially imported data or list items
As a user, I would like any partially imported data or list items to be removed when I cancel an import. Currently, when an import is cancelled mid-way through, any partially imported data or list items will remain after the import is complete. However, the history will show that the import was cancelled. This will help…
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Audit during bulk uploads
The User would like: A more detailed view of auditing functionality during the ‘bulk upload’ process at the cell level and create an ‘action’ during import. The action would be created upon export of the audit history. During the Sales planning process the User takes the 1st pass of Territory assignments and has the field…
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Allow for “Send” only option in Anaplan excel plugin
Often times data doesn’t organically already exist within Anaplan, and users are either creating that data in excel or pulling that data from their parties using another excel plugin (Bloomberg, CapIQ, ODBC, etc.). Currently there is no simple way for them to map their formulas inside their excel sheet to always be pushed…