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Have the Docusign Add-In Update the Status of Documents Automatically or have an 'Update All' button
* Description: Currently, in the Docusign add-in, you have to manually click into each document and click on update to get the current status. This is painful if you have a lot of documents. * Example of Enhancement: The best solution would be to either have this automatically update regularly, or have an 'update all…
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Bulk Copy over a selection of two or more dimensions
Dear all, Would be great to bulk copy data on a certain combination of dimensions: For example to copy the data of one Store to a specific other store but just for a selection of months and a specific version. And make it possible to create an action out of it; it would allow end-users to pre-populate a new Product, Store,…
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Import into Parent Level using BreakBack
I would be really good if we can import data into the Parent Level when Breakback is enabled. Currently, it is not possible in the system . Hope to see this functionality soon in Anaplan!! 🙂 🙂
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"Omit Summary Items" on Exports should be an option for Imports
Currently, there is an option to "Omit Summary Items" when you are exporting data designed to exclude parent hierarchies. However, there is no such option for imports and this requires users to create saved views that manually exclude parent levels and can cause a lot of manual work for model builders. Without removing…
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Exclude Line Item Subset from data export
Hi Team While exporting data from a module, if there is a 'Line Item Subset' in the dimensions, we are unable to exclude it from Export. Can you please make the option available? I have provided some screenshot. Thanks & Regards Kudi
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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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Data Integration with Single Click from Anaplan Dashboards - REST APIs
I am looking for an option in Anaplan Dashboards to put a link which will trigger REST APIs and execute the Anaplan operations which lies in the code behind it and return the results. With this way, we can plan to integrate many sources with single button click from Anaplan itself rather than using Anaplan Connect.
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Export button on the Imports tab under Settings > Actions
I frequently export the Imports table under Settings > Actions when troubleshooting or working through a model. Connections between models or modules/lists through actions are not displayed in the model map so I highlight the Imports table and copy/paste into excel to diagnose/troubleshoot actions and discover…
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Excel Add-In model view
Currently when creating a new connection from Excel Add-In, The wizard picks up all modules that are available to Read, Read/Write for the end user. We want to limit the modules that are shown in this dialog without having to remove the 'Read' permissions. can we either add something like 'invisible in Excel' in the 'Roles…
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Excel add in sorting
Can we have the option to Re-Order and Sort List items during Pivot ? In General, Custom Sorting is very important when people need to work from Excel.
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Ability to manage metadata (add/delete/re-parent list items) via the Excel Add-in
Summarized Feature Request End users need the ability to manage list items, i.e. metadata, via the Excel add-in. By far the highest-priority and highest-value need is to add new list items. Situation Users switching from Oracle Hyperion / Essbase love the Essbase SmartView Add-in for office. One of the reasons they love…
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Excel Add-on: Sheet names update when changed on Anaplan
As an end user I would like the names of any sheets to update upon refresh if the associated module on Anaplan is renamed.
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Have imports run base on the display name rather than a unique ID
This can be an issue when running a Module to Module Import, if both the target and the source module are dimensioned by numbered Lists, if the target Module's numbered list(s) the import will coordinate the import based on the numbered list(s)' Unique IDs. This means that some values will fail to import and other values…
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Audit during bulk uploads
The User would like: A more detailed view of auditing functionality during the ‘bulk upload’ process at the cell level and create an ‘action’ during import. The action would be created upon export of the audit history. During the Sales planning process the User takes the 1st pass of Territory assignments and has the field…
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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…