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Import period format to Time Periods or Date formatted line items
As we drive to remove Text from our models, dealing with Dates is troublesome. When mapping files to Time Periods in modules, we can choose periods and define the format. For example, in my file I have YYYYMM. However, when I am trying to bring this data into a formatted list I do not have this choice. Even when formatting…
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Develop error when adding to a subset parent
When creating elements in a list that has a subset as parent, we can get an error because some element have the wrong parent. It would be very useful to have a more detailed error, with for example the rejected lines.
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A way to identify import target
When a process contains several import with different input files (IDS) with targets that have long names it's impossible to distingush which file file stand for what. The screenshot below displays a situation when you can see two identical rows making it very confusing for an end user: Admin in this case may guess the…
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Remove "Display Name" duplication for numbered lists during export
When exporting the data from a numbered list field "Display name" is duplicated by a property that is selected as a displayed name. One of them should be removed as it adds additional clutter and confuses the customer. This would help to tidy and organize lists/number lists a lot better. Currently it's confusing for end…
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Aggregation function for non-list data type
Currently the aggregation functions only work towards list data type. This disallows to fully replace VLOOKUP function in Excel. Please add at least some additional functionality: for example to search for FIRSTNONBLANK using text data type. That would allow to more easily deal with data without need to maintain excessive…
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Process UI with Many Actions
When clicking a button to run a process that has several actions (20+), there should be a vertical scroll bar for the list of actions so that the UI box does not go off of the screen and a user does not have to scroll to see the Run button.
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Actions
The action created for importing a .csv or text file does not save the mapping used. I can edit or view the mapping only if a module or list is imported from another module or list. Sometimes while importing a file there are possibilities the file has wrong header names and hence they are not mapped. To view the mapping…
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Fully connected planning for contact centres
Contact centres regularly use expensive workforce management solutions that are inflexible and difficult to work with. These solutions focus on managing call handler schedules (ie what they're doing at each point in the day) against customer fulfilment (how quickly they're getting to support that customer). These solutions…
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Ability to restrict user accounts access to API
Our understanding is that anyone with a user account that has authorization to a particular action can execute that action via the API. This is concerning because we do not want users to run actions via the API, without consulting with the team in charge of Anaplan and defining together the integration strategy. Therefore,…
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Intégration with consolidation tool to obtain consolidated budget
Intégration with consolidation tool to obtain consolidated budget
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Print Modules/Dashboards Directly from Anaplan
My users want to be able to print directly from Anaplan (without exporting).
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Enable creation of new Version for model in deployed status when using ALM
Provide possibility to create and remove new Version when using ALM in the models that are in Deployed mode. For the enterprise organizations with strict sagregation of duties, it is neccesarry to have possibility to do as described, either manually or using Anaplan Connect API to create/remove versions on scheduler and…
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Anaplan Integrations should work to edit model cells in addition to bulk upload.
Anaplan ETL connectors provide bulk upload capabilities. There should be capbilities for the customers to edit model cells in addition to bulk upload.
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To save records in the module, some kind of archiving within the model not the actual archiving.
So I am developing a model where I need to save the same module with different versions of it. Basically, I wish to make some changes and save it and someone else also should be able to make the changes and see it. I want to capture these modules with the changes made for the future reference.
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Option of removing the space for Row label header from the export file if the header is not included
In the model currently we doing an export to APO. Our export file currently has a blank line which is generally there for the Row Label headers. APO is not able to pick up the data from the file as it it not able to distinguish between the header row and data row because of which now we have redesign the complete set of…
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Allow history export summary only
When the model history is shown on the screen it is as a summary. When it is exported as a file it contains all the details. For some uses this is too much data and it would be good to have the option to export as a summary, just like the data shown in the dialog.
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Allowing imports into more than 1 fixed month
It would be nice if we could select “Fixed Months” when doing an import and have the option of importing one file into multiple months rather than just one month at a time.
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Date Stamp List Property for Imported Data
A similar concept around date stamps was suggested here: https://community.anaplan.com/t5/Idea-Exchange/Date-Stamp-for-manually-entered-reference-data/idi-p/38423 but I would love to see this for imports too. A problem I've come across is importing data from a CSV without a date column into an import list. There are…
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Make upload templates as a flat file so we can have 1 upload template per model
It would be interesting to have the possibility to have upload templates as flat file in order to ease the management of upload templates. This would allow us to have to manage only 1 template, and a list of columns that are "uploadable" We would need to have as many columns as dimensions, 1 column for the line item and 1…
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Set the fields in a certain order that will not change for exports and have alias headers
For downstream systems, the headers must have specific names that are not related to how the Planners use Anaplan. Also, some of the downstream systems are very specific about the order of the fields in the export. When Anaplan has to adapt to business changes, the export to the downstream systems has to remain constant or…
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Customise dimensions on exports to Tabular Single Column format
Description I would like to abiltiy to customise which dimensions are exported in Tabular Single Column format. Currently it exports all dimensions but I would like to ability to change this depending on my requirements. I am aware of the ability to fully customise the export using the Tabular Multiple Column but I would…
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Enhancements to API
Would like to see additional enhancements to the API, things like retrieving line item blueprints, list/module editing, list properties, etc. This would enable customers to control their Anaplan environments with various automations.
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Ability to copy export label settings from one export to another
The ability to copy label settings from one export action to another would be very helpful. If there are several similar export actions with different filters that need the same list properties, this would be useful, as the person creating the action would no longer have to select each property one by one.
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Dynamic Subtotal in the Excel Addin
Hi gang, Very interested to have a dynamic subtotal in the Excel Addin please. So lets say I select several items in a product hierarchy or just two out of my 3 channels. Here I would like the API to refresh the subtotal of these items instead of pulling in the explicit rows/columns selected. There would need to be a…
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Option to select a file when importing into users
As per email from Anaplan Support: Currently, for an action uploading data into a Users list, the file is not able to be selected at the start of the action. This file would need to be changed manually in the actions menu by going to Import Data Sources and choose new source. Then pick the file with the same exact name as…
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When coping a model, update self referenced import sources to '-'
When creating a copy of a model for development or other purposes, import actions that are created using modules/list for the source model (self referencing) the import source is not updated to reference the new model, but the original model that was copied from. I am expecting the model reference to be '-' indicating that…
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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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Exporting the Hierarchy in Grid View
Is there a way in ANAPLAN that we can export the hierarchy in the format below(yellow highlighted)? The screenshot here came from a list in grid view
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Ability to include a Line Item in a Line Item Subset via an import process
Currently, the only way to include a Line Item in a Line Item Subset is to manually go into the Line Item Subset and check the Boolean to add it. What I'm proposing is the ability to import into a Line Item Subset's "include Booleans" so that one can include/exclude Line Items from a Line Item Subset based on a Boolean…
