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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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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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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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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
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Add Search Field
Add a search field when setting up an import source from another Anaplan model. Currently, we have to scroll to look for the desired list, module, or saved view.
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Create a PDF/PPT Template in New UX to allow customers to create dashboards for exports
Let users create specific dashboards for PPT presentations or PDFs. Doesn't need to be a new board/worksheet, just a specific report that generates and export
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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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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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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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Add a "CREATE" action in a process
Dear Team, I think it would be very helpful to have the possibility to add a "CREATE" action in a process, It will help to push default values by default in list properties or line items Thank you
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Real Time Integrations!
Enhancement: As an Anaplan Workspace Admin, I would like the ability to do real time integration imports & exports directly in user facing models WITHOUT impacting the user experience. Problem Statement: Today we run an export every ten minutes, from a user facing model. When we run that export the blue processing box…
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master data list synchronization between models
Master data lists needs often be synchronized between the Data Hub and spoke models. At the moment we do this as follows (for incremental loads): In the spoke model: 1. Set the property 'in use' of all list items on FALSE 2. Load in the data from Data Hub to your spoke model (incl. the TRUE flag for 'in use' property). 3.…
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A way to identify import target
When a process contains several import with different input files (IDS) with targets that have long names it's impossible to distingush which file file stand for what. The screenshot below displays a situation when you can see two identical rows making it very confusing for an end user: Admin in this case may guess the…
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Develop error when adding to a subset parent
When creating elements in a list that has a subset as parent, we can get an error because some element have the wrong parent. It would be very useful to have a more detailed error, with for example the rejected lines.
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Import mapping should update if a line item is renamed
On a model to model, module to module import if the name of any of the below changes the import will still import into that line item as it was set up: -the target model -the source model -the target module -the source module -the target line item If: -the source line item is renamed then the import will not import that…
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Actions
The action created for importing a .csv or text file does not save the mapping used. I can edit or view the mapping only if a module or list is imported from another module or list. Sometimes while importing a file there are possibilities the file has wrong header names and hence they are not mapped. To view the mapping…
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Ability to authenticate as an SSO user with Anaplan connect
-Submitting for the client - United Laboratories Inc. At the moment, any user has to be made "exception user" to run actions through Anaplan connect. Let's say, the user has access to multiple work-spaces. In some work-spaces, the user is toggled as an "exception user" to use Anaplan connect. In some workspaces, the user…
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Automatic unique codes for nonumbered lists
A unique identifier is required for items in a non-numbered list. There shouldn't be an option to edit it even by administrators (analogue of #-code in numbered lists) An example of the enhancement: Add another system property called for example (system code) and make it noneditable but accessible through formulas and…
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Aggregation function for non-list data type
Currently the aggregation functions only work towards list data type. This disallows to fully replace VLOOKUP function in Excel. Please add at least some additional functionality: for example to search for FIRSTNONBLANK using text data type. That would allow to more easily deal with data without need to maintain excessive…