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Allow for more control around duplicating, adjusting, and managing Exports
Imagine you need to update an export with a new column, but you want to retain the previous export for another group. In order to create this new use case, you now have to create an entire new export OR you have to inform the other team that you are adding in additional columns (even if you are allowed). Once you do fix…
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Execute Import Action from Source Model
Currently, the import action needs to be defined and executed on the destination model. (Import by "Pull") Though the authority of the destination model should be set, it will be useful to execute the import action from the import source model. The improvement will be helpful to enable freely set the action execution…
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Add Wildcard Functionality to Anaplan Connect Scripts
When working with the latest updates to Anaplan Connect I noticed a few of the scripts that require specific List IDs would be more effective if there was a wildcard option. This would allow users to pull every list from a model and all the related properties.
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Search Option
Hello Modeler's I would like suggest one enhancement or feature, this is the thing I feel like anaplan should have search option. As we know most of us not like to scroll a lot for what we need. I found this while doing import action from anaplan with connect to anaplan models.There will be a lot of saved views we have and…
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Allow importing items with the same name into different levels of a hierarchy
When importing items into a child list. If there is an item in that hierarchy which already has that name it will be ignored in the import. However if you create the list items manually, you can give items the same name at different levels of the hierarchy. It would be helpful to be able to flag certain items in list…
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Allow multiple line item updates with the transactional API
The current write back to Anaplan supports a single line item, its intersection and its value. If trying to update multiple line items at the same intersection they whole block of json needs to be repeated for each line item. My recommendation would be to have the ability to have multiple key:value pairs per intersection…
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Data Import : Ignore all by default in mapping
It could be great to have a feature that allows to ignore all fields by default during data import mapping. As of today we have the options to "Match", "Ignore" (unitary), "Clear" (unitary) and "Clear All" mappings. It would be great to have an "Ignore All" button to handle only exceptions.
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Exports should allow for added attributes during export window
Exports should allow for added attributes during export window
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Docusign - Create Flexibility for Signing Order - Data Population
The Anaplan Docusign Integration currently has the following limitation: When the text fields are assigned to a non-first signer recipient, it will not work. Only the first recipient can be assigned those text fields and the data from the model will populate. For companies that follow the signing order of 1) Employee, 2)…
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Anaplan Excel Add-in Prerequisites
I wanted to share an uncommunicated prerequisite for the Anaplan Excel Add-in 4.x series. Reading through prerequisites, the documentation explicitly indicates certain items that are not natively part of an operating system, like the version of MS Office or the supporting technologies of .NET 4.7.2 and Visual Studio Tools…
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Excel Add-in options
When we produce monthly cost report, we need to keep apart every department because are confidential data (every department can't know the other departments expenses). With the previous tool (BPC) we could exclude empty/zero cells, select the single department and refresh data every month: was not waste of time. Now, if…
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List Subset Definition based on formula
Is it possible to add functionality to make list subsets based on formula? Currently we have to either manually select list items to be included in subset or need an import action to update based on subset logic written somewhere else. Can we have option to add formula directly on list subset definition? This will help a…
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Ability to use Line Number as the List Member when Importing from Excel/Google Sheets
There are times when we are importing data that Anaplan recognizes a row of data as a duplicate, but the duplicated data has meaning to our end users. Anaplan is able to tell us in the error message which line of data the duplicate was on. Is it possible to create an option to use the row number as the list member to avoid…
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Excel Add-in: refresh all connections in a workbook at once
Hi It would be great if you could refresh all connections at once in one excel workbook. Currently, each sheet has to be done manually. In some of our excels we use for reporting, I have 15-20 sheets as currently you can only have 1 connection / 1 sheet. This would help a lot in efficiency. Thanks Kinga
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Search in Select source
Please add the option to search from "select and existing source" while defining and import. Currently, we need to scroll up and down and it is tedious if the list is big.
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Option to select Column Headers starting column(optional)
Hi All, I am seeing this error for a long time, so I thought of sharing this here, there might be a solution which I don't know. if there is a solution pls share it. Let's assume I have an import template as follow Column 1 - Display Name of the List Items Column 2 - Unique Code Column 3 to end - TIME(JAN 21, FEB 21,...)…
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Api allow standard application contents type
As a data integrator working on industrializing data flows into anaplan from multiple application, i need to be able to consume standard data formats like json files. This is necessary to be able to call an api which will send me response typically in json format (standard restful for api) and consume the response with…
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Ability to integrate with CI tools
While Anaplan is great as a simple development platform, it lacks Continuous Integration-related features as a full-fledged development platform. There are many excellent CI tools in the world, and they are very effective in improving development efficiency and maintaining quality. Reference:…
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Ability to test the Docusign Integration without sending out an Envelope
DocuSign currently charges a rate for sending out envelopes, and clients would save money if we allowed them to test the integration without having them send out an envelope. If you are working on a large document, you may be testing a number of envelopes to test. This can cost the client quite a bit just to do testing. My…
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Import in a list. Fileds mapping - need empty mapping selector in a drop down
Hello I've noticed one thing which is not native for many beginner anaplanners. While we set-up import to the numbered list and we should not have any mapping in the name field (as we choose to use a code as a default way to identify items). But quite often it is pre-populated and in a drop-down there is no option for a…
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Search option to find the module name while importing
Hello, It would be great to have 'Search option' section, so we can easily search for required module while importing. This helps to quickly search the required module from the list as it saves lot of time scrolling. Thank you.
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Export defined in a model should be connected to a view
Hello Team, Currently, when we create exports and save them in actions - they are disconnected from real module views. Example: if you create a new export definition, based on a current view (with a filter or smth else) it is not possible to revisit and amend this view after some time and see what view is feeding an export…
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Support of cyrillics and possible other national symbols in Anaplan Connect
Not quite critical, but It would be nice if Anaplan connect scripts could support names of the tables/fields written in local languages for example using cyrillic symbols. Currently such names are being corrupted into ??? characters and cannot be found by the database. This makes us to create additional views and thus…
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Excel Add-in: Clone Workbook button
Currently on the Excel Add-in I am able to clone worksheets. I would like to have the ability to clone an entire workbook or multiple copies of a single sheet rather than doing this 1 sheet at a time. Why? * Currently the Excel Add-in does not allow for copied workbooks to be opened simultaneously * This will facilitate…
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Anaplan Data Export using Cloud ETL - Snaplogic
As per the Business requirement, need to export the data from Anaplan (Not Manual). To define this, we used Snaplogic cloud tool to extract the data and do data manipulation by using Anaplan Read Snap. We can configure this Anaplan read snap in two ways 1. Basic Auth 2. Certificate + Keys based on above information, we can…
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Filter on Imports
An option to filter on imports would be a nice to have feature. That way model builders will have an option to pre-process data instead of making a process to prepare the data after importing to list.
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Adding actions in the process
Similar to adding modules/lists, there should be a way to add action into the process by selecting the action that are already present in the process and be able to add before/after the selected action. As the action will be added at the bottom on the process by default it is time taking process for moving action to the…
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Mapping Options for Module Import
When uploading a CSV a few more options about whether specific columns can be ignored or manually mapped (in a similar way to how imports to lists work)
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Refresh Function in Excel Add-in should provide option to submit changes
Description: If a user changes data in a read/write view of data in Excel via the Anaplan Excel Add-in and then subsequently clicks on the "refresh" button, the Anaplan interface does not inform the user of any changes that have been made to the data before the view is refreshed. This results in any changes being cleared…
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Run export from source model to target model
At the moment in order to transfer data between models manually it is required to open the target model and pull/import the data from there. Having the additional functionality of running an export from the source model to the target (pushing the data instead of pulling it) would enhance the user experience in some…
