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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…
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Headers in export files
When Exporting files from Anaplan I would like the possibility to remove the list name from the header when adding properties properties in the export file. Today I can only choose Include or exclude Row Label headers. I would like to have the possibility to exclude the name of the list in the header. From above export I…
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Ability to modify the SSO URL in powerpoint/excel add-in
It would be nice if within the Powerpoint/excel add-in, you could modify the SSO URL without having to uninstall and re-install the software. If a user is having issues logging in, it would be easy to check the SSO url, and modify it if they put in the wrong information. Sometrimes IT has to be involved with installing…
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Provide a way to determine usage of processes,actions,imports,exports runs
Provide a way to extract history of processes/actions/imports/exports runs to determine its usage and help with clean up efforts in the models.
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Data Tags as a comment feature for developers
Hi team, As a Model Builder and BAU Support Team Specialist, I am interested in documenting enhancements in our models. Using only the Notes feature as a commenting tool, it is getting really hard to track them all after a couple of years of the model being rolled out. At some level of complexity of the model, it is…
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Creating a version with import action - access settings
Hi, When manually adding versions, you have the option to select access setting. By default, it is Write. See photo below. However, if you try to create a new version via import action, you can't specify the access setting. The new version created, has by default No Access. I wanted to automate the version creation using…
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Simultaneous processing (multi-threading) of Anaplan actions
As a user and/or model builder, I want to be able to run actions simultaneously where possible to speed up the data processing and list maintenance actions. This function should also allow other actions to be run only after certain actions have finished running successfully. As an example, if I want to load trial balance…
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Ability to import line item format into blue print view
The ability to import line items format while importing blueprints would be really helpful. Currently, I've set up an automated process to import newly created line items from one module into another module on a daily basis. However, I am still required to check the module frequently for new line items imported in order…
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Excel Add-In: Possibility to display name or code for list members
I would like to have the possibility to extract different attributes for a list member in the worksheet via Excel Add-In (rather than just the name), in the same way the direct export from Anaplan allows: display name, code, parent, etc. Few examples where I find this functionality useful: reconciliation process after a…
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add processId, actionId, fileId as columns in Settings (for API development)
This will speed up API development and runtime both. The API requires ID's as parameter, however Anaplan UI shows only the Name. When using API for sending data to Anaplan or triggering a process we now use the name for searching the id. Currently this requires additional looping in our API framework. If we know from the…
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Change in Anaplan Connect Error handling to include functional errors
While working on a requirement to handle errors in Anaplan processes, we checked and tested few cases if we could capture return/exit code (i.e. error level) sent from Anaplan job processes to determine whether the process was successful or failure (This part is handled in Task.class file of AnaplanConnect…
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Excel Add-in 4.0 - Make Clone function be able to clone a tab into another workbook
Hi, I would like to suggest adding additional functionality to the Clone button. It would be helpful to be able to clone a tab and all of its formatting (or at least the tab's connection and connection settings) to a new tab in another Excel workbook and/or to a new tab in a brand new workbook to be opened. Thanks,
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Excel Add-in 4.0 - Add ability to Refresh all tabs at once to the same page selector selection
Hi, I have a workbook with about 20 Anaplan-connected tabs. We have >100 properties in our portfolio. Each tab connects to a different module in the same model and all modules have the same page selector list chosen in the dimensions, being our list of properties from our hierarchical list. Right now, if I want to switch…
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Excel Add-in: pivot and filter a saved view (like we do with a module)
Hello, I'd like to suggest adding the same functionality when adding a new connection via saved view that there is when adding via the default view. Right now the functionality is very limited when adding a saved view in comparison to the default view. I'd like to understand why this is and if it can be changed so both…
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Excel Add-in: Filtering options
Hi, The Pivot & Filter's Filter dropdown functionality does not operate how most people (generalizing) are used to dropdowns working in hierarchical list . Please see screenshots below. Here I have regions, manager names, apartment properties, and floorplans coming from anaplan in a hierarchy. When I uncheck an item at a…
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Excel Add-in - Add Ability to remove connection from tab
Hi, Currently there is no button or feature to remove an Anaplan connection from an Excel tab, only to add a new one or modify an existing one. Please add a button to delete a connection. Thanks,
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MSP requirement for tenant integration
MSP partners require the capability for a workspace in Tenant A to read & write directly to a different workspace in Tenant A or B. 1.Must go beyond the functional capability to do imports between WS within the same tenant. 2.A .csv export from a WS in tenant A and import into WS in tenant B is too cumbersome 3.Maybe Hyper…
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Excel Add-In - Remap
When using the Remap feature, if you select a view that doesn't match the original structure, it should give an error instead of crashing excel. The error message was available in 2.x and is not working in 4.0
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Edit Export Action
User should be able to edit Export Action just like Import Action in case of addition, deletion of line items to the saved addition/removal of filter to the saved view which is being used in Export Action.
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Print as wysiwyg
What you see is what you get (wysiwyg) is a common feature in most reporting tools and a fair request. Currently when we try to export through classic or new UX (as PDF), what we get is far from what we see. This greatly reduces the application of some of our modules as we cannot create PDFs and forward it to higher ups…