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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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Local settings for .csv imports - Booleans
Hello, I faced a problem when importing boolean values to anaplan as part of csv file. Our company uses localized version of MS Excel, which when saving a file containing boolean values to text/csv, keeps them not as TRUE or FALSE, but as local equivalents ИСТИНА and ЛОЖЬ. I can try to change my own excel settings, so I…
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Default subset setting
Suggest to add ability for model builder to change the default setting for list subsets. I.e. add option to select whether a subset setting should be true or false for any new list items added. This will make it easier and more flexible to work with subsets, and help avoid having to create a dummy module and action to…
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Copy Paste Formatting into other Tools (Excel)
Description: Much like this example, Anaplan formats in odd and weird ways when moving into Excel. Numbers being copied pasted into excel should retain a numbered format instead of scientific notation when pasted into Excel. Example of Enhancement: Values copied from Anaplan have a format attached to the value in the…
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Search option while importing Saved Views from one model to another
While building imports from one model to another, it is tough to look for Saved Views as they are not sorted alphabetically. It would help if we can have an option to search the Saved View while importing.
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Filters when loading data from Flat File or external sources
It would be very useful to have filters to filter our some of the unwanted data in the source while loading the data into a list. Example Filter out certain Time periods, empty products, range of customers etc. Otherwise this is done in the model or the Hub after bringing all data. Other planning solutions have this even…
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Prevent Anaplan from running two processes simultaneously
Hello, Would it be possible to have an action or a property that allow to put in waiting list the effective start of a process if said process is currently running ?In this case, would it be possible to display in Dashboard of Classic and New UX which user/launch_date are currently on the waiting list ?The idea is to…
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[ACTIONS/IMPORTS] When importing use the file name for automatic mapping
Description: As a model builder, I want to be able to use the file name that the user uploads, so that it can pick up automatically a dimension. This can be done when the source system exports files that have dynamic naming based on the selection of dimensions. Example of Enhancement: I’ll know this is successful when I am…
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Feature while Exporting
Currently when we export the data out of Anaplan we either create line items in the export module or we rely upon Properties of the dimension. Idea I am proposing is to give modellers third option which is to pick the line items from diff modules in the export window (Preferably System module) which share the common…
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Dump Files in Mulesoft Connector
Hi, The Anaplan Connector for Mulesoft only let you download the dump files in path, it push you to work with a local server, when in almost all the cases the customers use Cloud environment and the data goes through streaming to Anaplan. Would be nice if you can collect the dump file directly in the connector and sent it…
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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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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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Allow the option to not create an import as an action
The ability to select whether you want a manual data import saved as an action on the actions tab is requested. The reason being that during development and for sprint review purposes, sometimes test data or files with lists are uploaded to allow clients to visualize the end product. Every time an import is run, an action…
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Add the ability to make external REST API calls from within Anaplan
We should be able to trigger external APIs from Anaplan models so that we can build integrations between Anaplan and other systems and allow the Anaplan users to trigger them when they know the data is ready.
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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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Line Item Data Connections
If a line item name changes in the source, keep the mapping in actions so that it pulls from the new line item name automatically.
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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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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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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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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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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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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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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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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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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…