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Ability to filter module data for export via the API
Description: Be able to pass filter values to the export view through the REST API. This could be passed in the request body Example of enhancement: Let's say we have a view with data for all our hotels. We'd like to call the rest api to export data for specific hotel. Benefit/impact: We need to run exports through REST…
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API usage on Users tab
Description of the enhancement required: 1. API : ability to delete users from a workspace via api. 2. API :ability to create users to a workspace via api. A story for why you want the enhancement: The process of searching for users, clicking their names, and clicking delete is very tedious.
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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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Ability to import from subsidiary view with one dimension or from module without dimensions
Description: Being an Anaplan Builder, I would like to be able to perform imports from subsidiary view with one dimension and from modules without dimensions. Example of Enhancement: Working with different models, it is sometimes required to perform and import from line item without dimensions or with only one, but being…
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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 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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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…
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An action to export Dashboard as PDF
I exported a dashboard in PDF format using the Export option. It will be really helpful if this an action that can be published to the dashboard. So that business users will not have to go through all settings and all.
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Excel Add-in: Ability to detect if columns have become unlinked via named ranges
As an end user It would be useful to be notified when a column becomes unlinked from Anaplan and is no longer being updated. Currently this can be done by searching what is contained in the named range “AnaplanColHeader“. Note: LI1 has become unlinked and will not update on refresh. This could be done via a pop up that…
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Fix Import Dialogue on Ultra Wide Resolutions
Please can the import dialogue be fixed on ultra wide resolutions? Everytime I import, I have to resize my window so that I can see all of the dialogue options, screenshot attached. Typically the Run Import and OK buttons are missing. Thanks!
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Ability to reorder multiple list items or reorder a list by its code numerically or alphabetically
Some of the master data lists within our model is based on numerical codes. New list items get added to the list at the bottom and we would have to manually reorder it to the top using the 'Move...' functionality. Using this, we are only able to reorder one list item at a time, which can take a significant amount of time…
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Deployed Mode - Bulk update of Source model name (M-M Import actions)
Hi Team, Current Scenario: In the Deployed Mode, for the Production Data checked Import Actions (Model to Model), we have to manually update the Source Model name one by one. Suggested Change: Select Multiple rows of Import Actions and update the Source Model name at one go for the selected ones. Thanks Sathya
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Information for Line Item Referenced By Actions
It will be helpful to have information for any line items that are used or mapped in actions either in list or line items mapping tabs. This will prevent deleting them accidentally when performing a model cleanup
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Export Action Dialogue NUX
Please can the full export action dialogue be added to the NUX when exporting from worksheets? Currently, users only have the option to edit the export file format (e.g. .xlsx, .csv, .txt). Would be great if users had the full array of options as shown below, without setting up a custom action.
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Data Quality/Integrity Checks within Connected Planning Environment
Hi All, In thinking and implemented a Connected Planning environment, where we have specific models for specific areas our finance team that are brought together. We currently have a number shared hierarchies (across cost/profit centre, GL), shared data (TB, Subledger etc) and currently handled via the data hub as the…
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Run multiple actions from selection in Actions panel
Would be great if you could run multiple actions from the actions panel based on your selection. For example, if you selected two import actions and hit Run, Anaplan would run those two actions as though they were in a process. This would greatly help model builders test actions where creating a process is not needed. The…