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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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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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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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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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Add the ability to make external REST API calls from within Anaplan
We should be able to trigger external APIs from Anaplan models so that we can build integrations between Anaplan and other systems and allow the Anaplan users to trigger them when they know the data is ready.
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Export - Data Source
Hi Community, I am thinking that would be very beneficial for model builders to have the possibility to view Data Sources for Export Definitions. For the large models with lots of external integrations and different export actions is pretty difficult to follow the source of a particular export if you can have dozens of…
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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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Excel Add In 3.2 Last Refresh cell
In Excel Addin 3.2, the 'Last Refresh' cell has been moved, adding a new row before the data compared to 3.0. There should be an option to keep the old format. This will allow users to upgrade from 3.0 to 3.2 where they have many formulas referencing data in a row which would be moved.
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Excel Add in 3.2 name range format
In Excel Addin 3.2, the name ranges have changed names compared to 3.0, adding a connection guid to the end. There should be an option to keep the old format This will allow users to upgrade from 3.0 to 3.2 where they have formulas referencing name ranges
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Allow user to choose time format on exports
When exporting, different scenarios will give you a different format for time. This would be an option within the Export dialog, similar to how you select the date format when importing a file. Specifically, exporting with two dimensions on columns will give you the date format MMM YY. This can cause issues in other…
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Excel Add-in 3.2: increase cell extract count
In the current version of the Excel Add-in, it is not possible to create a connection to a saved view or module with a total cell count of the dimensions (rows x columns) greater than 1 million. Any saved views with hidden line items or filters applied will not have an effect on the view size and will therefore not…
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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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NEW UX - Export Boards as PDFs process
Hi Anaplan, It would be great if the NEW UX had the capability to export boards as PDFs for reporting. Many customer are asking for this as they have previously created many reports using this in the OLD UX so would like to see the functionality in the NEW UX. Thanks, Usman
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Export User Access with Display Names of Selective Access Lists (if Numbered)
If in the system Selective Access is set to Numbered List, when you export User Access list, all items are shown as #NAME instead of display name. Currently, on quarter basis we are preparing current user access lists to provide to responsible people. An it takes a lot of time to manually replace #NAMES with Display one,…
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TaskID REST API answer - to contain audit information about launch timestamp, users
Hi, When using REST API scripts, in the answer to a taskID for processes or imports, there is all the information that is needed except some very useful audit information like: - Timestamp Start TaskID - Timestamp End TaskID - user that launched the task Is it possible to add these kinds of information? Thanks Alex Bellow…
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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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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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Google Sheets/Google Slides Add In
My team at AdRoll along with many other customers that I know of spend countless man hours every month/quarter exporting our Anaplan dashboards into google sheets and then into google slides just to get data in front of our ELT. I have seen this in this forum before which I believe speaks to the level of impact it would…
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Warning when attempting to change a saved view used by an action
No small amount of problems have been caused in our model by someone unknowingly altering a saved view that is used by an import action. It seems reasonable to me to tell the builder who is about to delete, or overwrite a saved view that is used by an action so they can make a decision to proceed or not. Ideally, it would…
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Import User List into the model in Deployed Status
Being an Anaplan admin, I would to be able to upload User List into the model in Deployed Status following general approach of imports from files (with ability to upload .csv file). Currently, the only way to do it is to check the import in the system as "Production Data", re-upload source file directly in production model…
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Applying filtering on Tabular Single Column Exports
Being an Anaplan builder/user, I would like to be able use set on the view filters for export option "Tabular Single Column". Currently, if you prepare a view with set filters, if you run "Tabular Single Column" export, Anaplan will ignore filters and include all items from all dimensions in the extract. It has two major…
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Export configuration
When I export a module with a layout: Grid, all Pages, I get 1 excel sheet per item from my list in page which is the result I want, My only issue is that the excel tab is generic whereas I would need it to have the name of the item in the page, Is it Something that could evolve?
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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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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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Ability to import from subsidiary view with one dimension or from module without dimensions
Description: Being an Anaplan Builder, I would like to be able to perform imports from subsidiary view with one dimension and from modules without dimensions. Example of Enhancement: Working with different models, it is sometimes required to perform and import from line item without dimensions or with only one, but being…
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Being able to copy a cell with lines of text separated by a line break from Anaplan to Excel
Posting on behalf of Thales Example: Car 1 and Car 2 are separated by a line break When copying the above cell to Excel, we get: It creates two cells. To keep the text in one cell, the current workaround is to use a space instead of a line break in Anaplan, but for some users, it is easier to separate two distinct elements…
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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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Excel Add-in for Mac
Some of our clients use Mac computers and it would be great if you could develop excel add-in for Mac OS too!
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Update export actions created from a saved view when saved view is modified
I think the title says it mostly, but to be clear I'd like to be able to do the following: 1. Create a saved view of a module 2. Create and export action using the saved view as basis 3. Modify and re-save the saved view (i.e. add a new column, change the filter etc.) 4. The export action should update itself based on my…