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Show Created/Updated Items in Imports
Would be extremely useful for testing and user feedback to show which items were created/updated in the import dialogue. If the import was successful, Anaplan only displays the number of created/updated items. A preview of the created/updated items would add clarity. If thousands of items were created/updated then Anaplan…
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Bulk Copy - Scheduling
We all know how useful Bulk Copy is - When the data across the model needs to be moved from one version to another or from one list item to another list item Bulk Copy plays the pivotal role. WS admin has to perform this task manually all the time as per the need. Can we have an action created when WS Admin runs the Bulk…
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Update Target Object of Import Actions
Hi, It would be nice to have the ability to update the Target Object of and Import Action to a module or list with similar/identical definitions vs creating new actions from scratch. We have come across instances when building out a model we determine that an already created Import Action needs to have the source data…
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Excel add-in German Localisation
As an end user I would like the Excel add-in to be localised for the Standard German language.
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Set default file to everyone
Would be really handy if Anaplan did either one of the following actions for import data sources: * Set the default file type as everyone or; * Permanently saves files regardless of default file type selected. This would really assist in debugging and remapping import files.
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Outlook connector for Anaplan to sync schedules for meeting invites and activities from workflow
Hi Anaplan, I believe a great development for the platform would be to have a native connector that links to Outlook or other schedule planning applications. This would allow users to sync their meeting and calendar invites and also sync workflow messages and requests directly with Outlook. This would mean in the most used…
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Display Action Notes on the Pop-Up Message, before a Process/Action is Run
In the Actions menu, all processes and actions has a text based "Notes" section. Being very upfront, I honestly didn't even know this section existed until about a few months ago, but I definitely think it can be further leveraged. It would be great if these notes could appear every time, next to your action, before you…
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Prompt for Import Data Source name and Import Action name
Something that would considerably help with building cleaner models would be if users could enter names for import data sources and import actions during the import dialogue. This would prompt model builders to assign a considered name, and substantially help to identify import data sources and import actions after the…
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Define import name while creating import
When I am creating a new Import Action, I would find it beneficial to define the name of that Import when I am setting it up for the first time. Today I have to go back into my Import list and rename after the import has been established. By defining the name while I set up the import, it would alleviate the need to…
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Allow process to continue after action failure
As we schedule more processes via Hyperconnect where end users are not triggering themselves, we need to allow for processes to continue even upon an action failure. Perhaps allowing users to choose when creating the process whether or not they'd like the process to continue even if an action fails would be great. Just…
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Improve time period imports for CSVs
The standard excel format for Month-Year is MMM-YY. I.e. if a user types Jan 20, excel will convert this to a numeric value and display Jan-20. Anaplan does not recognise this as a valid time period when importing. As this is the default excel format, it would be great if Anaplan could recongise this correctly. Rather than…
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Date formatted columns taking more inputs correctly
Issue: When you copy+paste a table into excel, excel's default behavior for "Date" formatted or similarly formatted information changes the data slightly to a "MMM-YY" format from a "MMM YY" format and you are unable to paste back into the model/load as a basic default using upload. Current Solution: 1) Manually re-enter…
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Anaplan Excel Add-In ( Reset Format)
Anaplan Excel Add-In 3.3 (Read/Write Query) Ability to reset any formatting as currently any changes made to Excel, Anaplan tries to over lay the difference than try to wipe out changes and replace with default view. Currently, we have the reset option in Dashboard, need the same in Excel.
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Specify a destination for Export
All exports are to the users download directory, is it possible to be able to select a location before downloading. We use some csv downloads as a source of data for an Excel process, and the main spreadsheet looks for a source, if we have it for several users, and the source is in different C:\users\.....download folders,…
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Ability to copy/paste values incl. hidden decimals from Excel
When copy/pasting values from an Excel table to Anaplan, it only includes the decimals shown in Excel. E.g. if the value 0.5499 is in Excel but the cell in Excel is set to only show one decimal place, the value displayed will be 0.5. When copy/pasting to Anaplan, 0.5 will be used and not the full 0.5499. This issue can of…
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See mappings for file imports
Hello, I constantly run into the same issue and I'm hoping that someone can help suggest a solution. When I create an action that imports from a csv file into a list or module, I always find it difficult to re-open up that import action and revise (or just view) the mapping that was previously created. Instead, I have to…
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API customising for UPSERT ENDPOINT
It is required for the deployment of the UPSERT EndPoint as part of the Anaplan API to send only the new and changed entries from the SAP system to Anaplan instead of sending each time the full load file. We are currently trying to get Data from SAP via CPI( SAP Cloud Platform Integration) and we are facing this challange…
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Option to delete multiple saved view in one delete action
Hi Anaplan Team and community members, I think It would be great if we have a option to delete multiple saved view in a module in one action. Currently I am having a module with 321 saved view out of which I have to delete 167 views one by one which is consuming a lot of time. With a multiple select and delete option ,…
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Model ID to display in Imports tab
It would be good to see model ID as a column in Actions->imports tab somewhere near Source Label & Source Object. I faced a specific issue when the model has a lot of imports, which were developed during a long period, and during this period, the source model was several times moved/renamed. Then it is nearly impossible to…
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Print or get source to target line item mapping through API
Hi Anaplan community, Based on clients needs, I wanted to figure out a way to print out the line items' source --> Target mapping through the Anaplan API. This is when a model builder is doing an import and gets to manually map data from the source file to the target line items but here we can quickly have an array or list…
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Time Display of Line Items Formatted based on Time Formatting in the Module
Treat line items in a dashboard based on the Time Formatting in the module when displaying data. For a simple example, I have a customer code, customer name, and its monthly revenue in a module. I only want to see the customer code and customer name at the beginning once, as it is does not have time applied to it, but I…
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Allow for multiple list items in user selective access when importing from a module into users
We use imports to update our user list with selective access, but cannot do this when one user can have multiple access, e.g. access to multiple countries in a list, because the line item in the module has to be dimensionned by the list itself and in the list we can only select one item. Alternatively we may run the action…
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Ability to change the format type of labels when exporting
Description of the enhancement required: When exporting labels for a number formatted field the output is in text format in all export file types currently. We need the ability to select the label format when exporting, so a numeric formatted field can remain number formatted when exported if desired. If we make this…
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Bulk Copy On Items Within Modules and Bulk Copy Actions On Dashboards
Hi Anaplan, Currently the ability to 'Bulk Copy' of data only exists a list items data to be copied to another list item across the entire model. My idea is to have the ability to 'Bulk Copy' but only within a module from a list item to another list item within that model. Meaning that the data being copied only happens…
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Automate History Exports
Description: Enable the model builder to save the export of history (with certain settings) so that they can run the export regularly or automate it through Anaplan connect.
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Add In for Microsoft Visio
Hi Anaplan, It would be very useful to have a Microsoft Visio Add-In to populate diagram and reports. Thanks, Usman
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Ability to retrieve model data through the API
Description: We would like to retrieve model data through API calls, similar to the way the Excel Add-In can retrieve cell data. We want to provide a module or view ID and get the data returned for that module/view through the API.
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Option to ignore duplicates during import action
We have import actions to lists where we have and expect duplicates. We receive the ‘Another row has been processed with this key’ error because we are loading list items that already exist. Given the way we are processing the data, this error is unavoidable. Our automation saves all the error logs and due to these…
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Have an option for action buttons to only be clickable is a defined criteria is met
as a model builder, I want to be able to publish an action to a dashboard for my end user to run, for example, an import. I only want this action to be selectable if certain other criteria has been met (for example, a boolean is checked confirming all relevant information has been entered)
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Export from Dashboard based on Current View (in synch rows)
I want to have a saved export assigned to a button on the dashboard so that users can easily export the same view that they are looking at
