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Ability to restrict user accounts access to API
Our understanding is that anyone with a user account that has authorization to a particular action can execute that action via the API. This is concerning because we do not want users to run actions via the API, without consulting with the team in charge of Anaplan and defining together the integration strategy. Therefore,…
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Select internal Source
When creating a new import, it would be useful to be able to specific the internal model at the outset, rather than having to wait for all potential models to be returned. Very often internal module views are used and it's frustrating to have to wait. the current model is the default anyway
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Uploads in .pdf/.jpg format (instead of URL)
It would be better if Anaplan facilitated uploading of documents in .pdf/ .jpg format , instead of using URL because not all documents are readily available on the web. Some of them might be scanned copies of confidential papers and cannot be posted on the web (to create a URL) without using a third party software/ app.
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Allow SSO Users to run cross Workspaces Imports with Anaplan Connect
Hello, It would be useful to allow accounts with Single Sign On activated to run Cross Workspaces Imports via Anaplan Connect. At the moment, only Exception Users (no SSO) can run these Imports, which is not in line with recommendations from our Internal Audit team. Thank you
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It would be helpful to have an “aggregation operator” property that would apply to a hierarchy.
For example, consider the following hierarchy, applied to a module, with the following values: Net Income: $10 Gross Margin: $40 Sales: $100 Cost of Sales: $60 Operating Expense: $30 Clients would prefer to see Cost of Sales as a positive number. In aggregating, they would want to see Cost of Sales subtracted from Sales to…
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Intégration with consolidation tool to obtain consolidated budget
Intégration with consolidation tool to obtain consolidated budget
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Exporting data with a standard interface to SAP ERP
Is there a standard ETL to transfer data from Anaplan to SAP ERP? Several prospects in our country asked to manage budegting process in a dedicated application (as Anaplan) but transfer data to SAP in order to follow Budegt vs Actual?
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Enable creation of new Version for model in deployed status when using ALM
Provide possibility to create and remove new Version when using ALM in the models that are in Deployed mode. For the enterprise organizations with strict sagregation of duties, it is neccesarry to have possibility to do as described, either manually or using Anaplan Connect API to create/remove versions on scheduler and…
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Anaplan Integrations should work to edit model cells in addition to bulk upload.
Anaplan ETL connectors provide bulk upload capabilities. There should be capbilities for the customers to edit model cells in addition to bulk upload.
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New workflow dashboards: auto-refresh when launching actions
In a standard dashboard data within are automatically refresh when a process/action is run. If you are loading data from a txt or from another module the user see that data are changing at the end of the action. With the new workflow this is not happening and, from an user stanpoint, this generate confusion and the need to…
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Provide the workspace and model data available for querying in Bigquery
We have our data in Anaplan workspaces and models but our power users like to query the data. Would it be possible to make our workspace data available to query in bigquery ?
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To save records in the module, some kind of archiving within the model not the actual archiving.
So I am developing a model where I need to save the same module with different versions of it. Basically, I wish to make some changes and save it and someone else also should be able to make the changes and see it. I want to capture these modules with the changes made for the future reference.
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Powerpoint Add-in: Simplify option to update specific graph/table
Description of the enhancement required: In powerpoint add-in* REFRESH button it would be great to have option to select which graph or table to be updated rather than update all. Because if I want to update only one graph it is tedious to go through edit components. An example of the enhancement: Right click on the…
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Ability to rename a version without breaking the import mapping
When performing a module to module import from the same model, if a version which is used as the source of an import is renamed, both the old and new version names will be listed as source items. The import will display a successful import message, but the number of rows Updated/Ignored/Failed will be empty and the module…
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Ability to use retrieve data from Anaplan in Excel using a formula
A description of the enhancement required: Would it be possible develop a "AnaplanRetrieveData" formula for the Excel Add-in, where you can specify all necessary input from excel and the formula then returns the data point. An example of the enhancement: Formula in Excel would be: =AnaplanRetrieveData("Workspace…
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Option of removing the space for Row label header from the export file if the header is not included
In the model currently we doing an export to APO. Our export file currently has a blank line which is generally there for the Row Label headers. APO is not able to pick up the data from the file as it it not able to distinguish between the header row and data row because of which now we have redesign the complete set of…
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Allow history export summary only
When the model history is shown on the screen it is as a summary. When it is exported as a file it contains all the details. For some uses this is too much data and it would be good to have the option to export as a summary, just like the data shown in the dialog.
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Allowing imports into more than 1 fixed month
It would be nice if we could select “Fixed Months” when doing an import and have the option of importing one file into multiple months rather than just one month at a time.
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Make upload templates as a flat file so we can have 1 upload template per model
It would be interesting to have the possibility to have upload templates as flat file in order to ease the management of upload templates. This would allow us to have to manage only 1 template, and a list of columns that are "uploadable" We would need to have as many columns as dimensions, 1 column for the line item and 1…
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Date Stamp List Property for Imported Data
A similar concept around date stamps was suggested here: https://community.anaplan.com/t5/Idea-Exchange/Date-Stamp-for-manually-entered-reference-data/idi-p/38423 but I would love to see this for imports too. A problem I've come across is importing data from a CSV without a date column into an import list. There are…
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Improve performance of list property imports
Description of the enhancement required: To load data into Anaplan, we need to load data to a list in order to populate items. We also hold all properties of the list in modules as line items for performance reasons. To complete a data load, we need to run two different actions for every data object we bring into the…
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Option to Omit Empty rows for imports
Description of Enhancement: I would like the ability to Omit Empty Rows when importing How this would help their business process: We have saved views used as IDS for imports between models. There are two fundamentally different approaches to set up them: 1. If we put all necessary dimension in rows and apply imports, it…
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Import Action Editor Visibility
It would be great if all features of an import action, including field mapping, were visible and could be edited in one place. Particularly challenging today if an import file is set to private, once it expires after 48 hours, it is impossible to view or edit the import mapping.
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See error dumps for previously run imports
As a model builder or data integration user, I want to be able to see a history of all the recent imports into Anaplan as well as access the associated error dumps for each of those actions. Currently, when I run an import or import process via the UI and there are errors, the error dump shows on my screen and I can…
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Customise dimensions on exports to Tabular Single Column format
Description I would like to abiltiy to customise which dimensions are exported in Tabular Single Column format. Currently it exports all dimensions but I would like to ability to change this depending on my requirements. I am aware of the ability to fully customise the export using the Tabular Multiple Column but I would…
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Multiple JDBC queries in one configuration file
For a customer I use directly SQL scripts that are used in Anaplan connect (1.3.3.3). These SQL scripts connect directly to the ERP system. Now with the change of Anaplan connect 1.4, you must use a JDBC propertie file which can only holds one query. At this point of time I have 170 SQL scripts that looks to 6 different…
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Don't change tab colour when refreshing view in Excel Add-in
Description: Excel Add-In: When refreshing report views, rather than changing the tab color upon refresh, please leave original tab color. Benefit/impact: We use tab color within an Excel workbook to differentiate financial reports for management. We also use it for organization of data.
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Export only current page selection
Description: As a model builder, I want to give users the ability to efficiently export their dashboard grids. Currently, when you save an export definition on the "Current Page", this current page does not change when the export action is published to a dashboard based on that dashboard's page selectors. Example of the…
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Option to remove column headers in CSV export
Description of the enhancement required: When using a grid lay-out for the export to CSV, Anaplan will also give the headers of the line items in the module. This isn't very convenient for us because SAP (where we upload the export) doesn't recognize these headers. Therefore it would be very handy to have the option to…
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Replicate column headers on dashboard PDF export
Description of the enhancement required: Replicated the column header in a dashboard PDF export, when the grid is split on multiple pages. An example of the enhancement: When you try to export a dashboard in a PDF, the column header (the month for example) are not replicated on the second page and the following. I can't…
