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Access to source views on saved exports
When an export is created and saved, from a saved view, it does not indicate the source of that export (only the source module). It will be very useful, when an export is created from a saved view, to have it recorded in Anaplan, in the same way as the Imports are recorded their source view.
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Recognise zeroes and blanks as different data inputs when using number formatting
Can we add a number formatting option (text fomatting causes issues for our users) with a default for the cell of blank (if blank then the cell is ignored) and then if a zero is input it is treated as a number. For example - the default calculation for sales volume generates 50 for January 2018, there is an "override" line…
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Default Import Setting
It would be great if the 'Default File' setting when you import a csv into a module could be automatically set to 'Admins Only' or 'Everyone' instead of 'No (keep private)'. Our company uses an ETL tool to load data into models and if that setting is not changed then it causes errors and we end up with data that is not…
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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As an end user It would be useful to be notified when a column becomes unlinked from Anaplan and is no longer being updated.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…
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Excel Add-in to highlight header mismatch if user changes it by mistake
Once we import a view in excel using excel add-in and let's say there are 4 rows in the view City-A City-B City-C City-D Keeping the order same, if the user renames City-A to City-ABC by mistake and then tries to push data to Anaplan then instead of showing no changes, Anaplan should show header mismatch. This can further…
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Excel Add-in Data sync to generate Log in Anaplan History
Anaplan to generate detailed log of Excel add-in sync in history. A cell level change log as we see for any Anaplan cell in any of the modules.Ex: 1. Value of one cell in excel add-in got change from 1000 to 80. 2. We do refresh and sync data. 3. Anaplan generates a log in history for this line item value against that cell…
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Dashboard Export All Hierarchies
I want to export as PDF a dashboard for each Hierarchy within my Org without having to do it one at a time
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Saved View Categorization and Priority Sorting, Including both Auto and Manual Options
Saved Views are a critical feature for most Anaplan models. The key issue I have with using and managing Saved Views is that, they can vary drastically in terms of importance. Below are two examples of Saved Views: * A Saved View could represent a key, filtered definition within a module that dictates how your entire…
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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,…
