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Condition-Based Trigger for Email Reporting
The current MAILTO function requires clicking the cell in order for an email to be generated. It would be very helpful if this click action occurs automatically only if a certain logical condition is met. For example, if the sum of all sales from last week reaches a certain threshold or is below a certain threshold, the…
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Default Export File Type to CSV
This one is simple. Anaplan's recommended export file type is CSV, yet the export dialog defaults to Excel / XLS. Yesterday we had an integration mysteriously run for 7 hours, later realizing it was because the export file type wasn't changed to CSV. Please allow model admin to set the default export file type to CSV. This…
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Excel Add In - Add Properties Similar to Labels Tab when exporting out of Anaplan
It would be great if you could add properties in the excel add in, similar to how when you export from Anaplan you can add properties from the underlying list using the labels tab.
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Excel Add-In - Remap
When using the Remap feature, if you select a view that doesn't match the original structure, it should give an error instead of crashing excel. The error message was available in 2.x and is not working in 4.0
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MSP requirement for tenant integration
MSP partners require the capability for a workspace in Tenant A to read & write directly to a different workspace in Tenant A or B. 1.Must go beyond the functional capability to do imports between WS within the same tenant. 2.A .csv export from a WS in tenant A and import into WS in tenant B is too cumbersome 3.Maybe Hyper…
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Print as wysiwyg
What you see is what you get (wysiwyg) is a common feature in most reporting tools and a fair request. Currently when we try to export through classic or new UX (as PDF), what we get is far from what we see. This greatly reduces the application of some of our modules as we cannot create PDFs and forward it to higher ups…
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NUX: Model to Model Import Actions Show Incorrect Results
Backdrop: I have a process containing an import action from data hub to spoke model that populates spoke model list members. Let's say there are 5 members in my spoke model list and there are currently no changes in my source data. Given there are no changes in data, a. The import process when run from 'Actions' tab shows…
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New UX needs to have a multi-lingual user interface to allow non-english language implementations
Hi Anaplan, The New UX does not currently support a multi-lingual interface. Many of our clients are asking for this to be implemented. It would be really beneficial for many Anaplan Users across the world (Europe, Asia, Africa, South America) for the new UX and UI to support a multi-lingual interface. Great idea suggested…
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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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Ability to include a timestamp on exported XLS files
Description of the enhancement required: Date Time Stamp as data field in the exported file (accurate to DDMMYYYY HHMMSS) An example of the enhancement: Formula which captures the current system time at time of export would be highly appreciated. How would it help the business process: The customer server would be able to…
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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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Excel Add-in Authentication method settings (applicable to PPT as well?)
Hi, As an add-in user I would like to be able to change the authentication settings anytime after the first installation attempt. This is because while a number of users might be able to install an Add-In on their machine with non admin rights they would not be able to uninstall it. This means that if a user is providing…
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Add-Ins - Quickly Edit/Amend connections
As a model builder/user I would like to be able to quickly amend my connections so that they can easily be re-pointed to different Workspaces and Models. I will know that this is successful when I will be able to quickly change my connections and re-point to different workspace and models, perhaps with a functionality…
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Excel Add-in: Allow for the ability to connect spreadsheet interface to more than one connection
If a model is archived, then retrieved , its model ID changes. The model ID change disables the spreadsheet's data connection. Suggestion: Allow a spreadsheet connection which was created under Model ID "Example_1" to be redirected to Model ID "Example_2". Otherwise users are at risk to lose work created under Model ID…
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Ability to change switch models in the excel add in
moment when you set up an spreadsheet reports pack via the excel add in you select a model to work from and are not able to change this. I would like to be able to change the model you look up to without having to rebuild the reports pack. We have a medium sized reports pack that works in the excel add in taking a lot of…
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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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Block any other transactions being processed between actions in a Process
Description of the enhancement required: We are requesting that Anaplan implement changes so that, when a process with multiple actions is run, no updates (manual data updates or configuration updates) are allowed to occur in between each action's running. This means that the process should be treated as a global action…
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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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New Filter Option: "Absolute Value" and "In Between" Filter
It would be very helpful to have a filter option added that allows a user to filter on absolute value as well as to filter by defining a top and bottom range that returns amounts in between the range. Currently, we have built line items as a work around, but these tend to take a lot of space. This functionality should be…
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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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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…