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Importing data via model connection
Hi I have a request fromme and a customer:: * When importing data via Anaplan model, can a find diologue box be available to search for models/data (instead of using ctrl F) and can a preview of the data eg view be imported; be provided to show the data source prior to confirming the import?
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Be able to execute an action as admin
It would be useful to define some action to be executed with "admin priviledges". For example to clear, with an action, some DCA dependent line items that are no longer writable.
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Create/modify existing API Endpoint to lookup model objects by name, code or id.
The current method to find the system id of a model object (list, module, line item, etc) is to pull the entire list down with a get call and then loop through that response checking each member for the name/code/id that you are looking for. I would like to see a new endpoint in which we can pass a name or code and get the…
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Custom Module Views in Powerpoint Add-In
The Powerpoint add-in does not allow users to create custom module views. This is essential for user adoption of the add-in, especially when a referenced model utilizes ALM (Dev/Prod). In its current state, the Powerpoint add-in relies on saved views from a model. This is fine when the underlying model is in Standard mode,…
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CloudWorks additional integrations for AWS
Currently CloudWorks can integrate to S3 buckets. Can we expand this to include FSx (https://aws.amazon.com/fsx/windows/) and EFS (https://aws.amazon.com/efs/)? this would provide much easier integrations into corporate file system. As more companies move to Cloud based IT infrastructure this would great increase ease of…
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Add API functionality to list the line items shown in a Saved View
I would like to see a new API call or an update to the existing view metadata call, that lists which line items are "shown" in a saved view. The only way to get this information now is to read the view and parse the header line. When using the API to build an integration, pulling the metadata of an object before pulling…
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File format notification for uploads in new ux
We need to able to see the exact format(txt,csv) below the upload a file when we do file upload in new UX. Currently what ever the format of the file the action is created, it shows csv only. This creates the confusion for the user on which format the file as to be uploaded.
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Export data to Excel, later version
Hi all, I am wondering why, when exporting data from Anaplan into Excel, the file type is a Microsoft Excel 97-2003 worksheet? Why are we using such an old format? Is there an option available to export to a more recent Excel version? Excel 365? We currently loose functionality in this old type of Excel sheets. thank you!
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Improving the quality of management reports when exported to Excel
The quality of the font on management accounts deteriorates when exported to Excel. It's OK when zoomed in, however just looking at on an A4 page it gets fuzzy. It may be that the resolution is too high?
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Maintain Native Application Formatting Following Refresh (Excel/PowerPoint Add-Ins)
We have found that when leveraging the Anaplan Add-ins for both Excel and PowerPoint often times any formatting done on the data to resize columns/rows or change fonts/colors is completely lost following a refresh of the underlying data. We would like the ability to maintain native application formatting when refreshing…
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Process ID for Anaplan Connect Srcipts
It would be nice to setup Anaplan Connect Scripts using Process/Action IDs vs. the name in case naming convention needs to be changed.
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Ability to search Excel Add-In page selectors
The Excel add-in currently does not allow users to search for list members within a page selector. This almost makes the add-in unusable for organizations with large lists. The solution would be to add a simple search option similar to the Anaplan dashboard/page interface, where users can click a drop-down page selector…
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Ability to set up a Docusign Developer Environment with Anaplan
Docusign has the ability to have 2 different environments, a production and development environment. As of right now, Anaplan can only connect with the Docusign production environment. As a developer, if Anaplan could connect with the Docusign production account it could help with our Application Lifecycle Management.
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Import Issue (simultaneous uploads by external APIs can not be recognized within Anaplan)
One of our major customer is asking this issue to be raised as an enhancement request. The issue that they face is summarized below: Import A (with 60,000 records) and Import B (30,000 records) will simultaneously happen from an external API action. Import A will time out, however upon completion Import B will recieve a…
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Reject entire import if there's an error
I am building a model where I need to reject entire import whenever there's any error during import process. As of now them action runs and the module/list is getting populated but the cell which had incorrect value(reason for the error) is not, leaving it blank. This case is not ideal for the customer and they want to…
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Force the API cell read to include Row Header Labels.
When using the data read API, any row dimensions do not have headers. This is an option in the Export tab when using the UI. When trying to process the results via code, I have run into issues a few times where this is a problem. Please consider always including the row label headers or at a minimum provide a setting to…
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Allow for more control around duplicating, adjusting, and managing Exports
Imagine you need to update an export with a new column, but you want to retain the previous export for another group. In order to create this new use case, you now have to create an entire new export OR you have to inform the other team that you are adding in additional columns (even if you are allowed). Once you do fix…
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Execute Import Action from Source Model
Currently, the import action needs to be defined and executed on the destination model. (Import by "Pull") Though the authority of the destination model should be set, it will be useful to execute the import action from the import source model. The improvement will be helpful to enable freely set the action execution…
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Add Wildcard Functionality to Anaplan Connect Scripts
When working with the latest updates to Anaplan Connect I noticed a few of the scripts that require specific List IDs would be more effective if there was a wildcard option. This would allow users to pull every list from a model and all the related properties.
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Search Option
Hello Modeler's I would like suggest one enhancement or feature, this is the thing I feel like anaplan should have search option. As we know most of us not like to scroll a lot for what we need. I found this while doing import action from anaplan with connect to anaplan models.There will be a lot of saved views we have and…
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Allow importing items with the same name into different levels of a hierarchy
When importing items into a child list. If there is an item in that hierarchy which already has that name it will be ignored in the import. However if you create the list items manually, you can give items the same name at different levels of the hierarchy. It would be helpful to be able to flag certain items in list…
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Allow multiple line item updates with the transactional API
The current write back to Anaplan supports a single line item, its intersection and its value. If trying to update multiple line items at the same intersection they whole block of json needs to be repeated for each line item. My recommendation would be to have the ability to have multiple key:value pairs per intersection…
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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.
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Exports should allow for added attributes during export window
Exports should allow for added attributes during export window
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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)…
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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…
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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…
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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…
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Search in Select source
Please add the option to search from "select and existing source" while defining and import. Currently, we need to scroll up and down and it is tedious if the list is big.
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Option to select Column Headers starting column(optional)
Hi All, I am seeing this error for a long time, so I thought of sharing this here, there might be a solution which I don't know. if there is a solution pls share it. Let's assume I have an import template as follow Column 1 - Display Name of the List Items Column 2 - Unique Code Column 3 to end - TIME(JAN 21, FEB 21,...)…
