-
Option to insert action before or after
Currently when I create an actions from within the Actions tab I only have the option to add this at the Start or End of the list of actions. It would be very useful to be able to select an existing action and use the 'Before' or 'After' functionality that exists when creating module or lists. This would save a lot of time…
-
Importing a spreadsheet into a blueprint view: ability to map to column headers
An awesome function that's so close to being functional is importing a spreadsheet or another module/view into a blueprint view. Right now, unless I'm doing something wrong, I can only map things to Line Item, Code, and Parent. It would be awesome to be able to map everything that's in the Blueprint view column headers and…
-
Fully connected planning for contact centres
Contact centres regularly use expensive workforce management solutions that are inflexible and difficult to work with. These solutions focus on managing call handler schedules (ie what they're doing at each point in the day) against customer fulfilment (how quickly they're getting to support that customer). These solutions…
-
Native scheduling action in Anaplan (w/o API. Connect or 3rd party integration tool)
Could Anaplan action iteself allowing for scheduling? (i.e. a common use case would be you have an action that brings data from Data Hub to Spoke models and data in Spoke models need to be refreshed everyday) - It would be super helpful to have this function built-in at the time the action/import is set up in Anaplan,…
-
Reject Entire Import
For both lists and modules, it would be nice to have an option to reject an entire import if any errors are present. A similar feature already exists for lists that allows us to reject imports on the basis of duplicate line identifiers, but expanding this to reject the import if any errors exist would be extremely helpful.…
-
Filters in List Grid View
Same as in modules, there should be an option to add filters in Lists grid view. This will help to filter list data view based on properties or subsets. Currently, we have to export list data in excel to do any data analysis based on properties and subsets.
-
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,…
-
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
-
Clear an entire module
Scenario: If I am importing data into a module and a line item no longer exists in the source file, the Clear Before Import will not clear that line item as it will only clear line items that are coming in from the file. This can lead to numbers being off. Current workaround: Create a duplicate module that is filled with…
-
New Filter Option: "Absolute Value" and "In Between" Filter
It would be very helpful to have a filter option added that allows a user to filter on absolute value as well as to filter by defining a top and bottom range that returns amounts in between the range. Currently, we have built line items as a work around, but these tend to take a lot of space. This functionality should be…
-
Excel Add-in Copy Excel Tab to Duplicate Query
Allow for the capability to copy an Excel tab containing the Anaplan Excel Add-In defined in that tab and duplicate in a new Excel tab. This will reduce having to completely setup a new view if exactly the same as the existing tab.
-
Define import name while creating import
When I am creating a new Import Action, I would find it beneficial to define the name of that Import when I am setting it up for the first time. Today I have to go back into my Import list and rename after the import has been established. By defining the name while I set up the import, it would alleviate the need to…
-
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
-
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…
-
Search Functionality for Import Data Source Selection
When setting up an import into a list or module, it would be useful to be able to search for a module/list/saved view when connecting to an Anaplan model on the "Select Source" section. I have a model with hundreds of modules and having to scroll through these modules every time I set up an import action can get tedious.…
-
Intégration with consolidation tool to obtain consolidated budget
Intégration with consolidation tool to obtain consolidated budget
-
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?
-
Enable Display Name Functionality on Non-Numbered Lists
Hi Anaplanners, I love the Display Name functionality on numbered lists. I sure could use this across all lists. Sometimes building lists off transaction IDs makes sense but by the time the data gets to the end user flipping to the description would be nice. Thanks!
-
Print Modules/Dashboards Directly from Anaplan
My users want to be able to print directly from Anaplan (without exporting).
-
Action/Process Run History
There currently isn’t a way to find out when an action or a process was last run. There is also not a way to see when the last time that a file was uploaded. We would like to Anaplan to capture the last time each one of these actions, processes, or data uploads occurred.
-
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…
-
Remove 10 million item limit from the ISFIRSTOCCURRENCE function
Brief description of the idea Remove 10 million item limit from the ISFIRSTOCCURRENCE function Expected benefit/impact Removing this limit would allow imports to be ran into large hierarchies that are referenced in ISFIRSTOCCURRENCE formula. Currently they fail with an error message.
-
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…
-
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.
-
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 ?
-
Ability to Use Workspace and Model Names within Anaplan Connect 1.4 scripts
Ability to Use Workspace and Model Names within Anaplan Connect 1.4 scripts instead of just Workspace and Model IDs.
-
Ability to export values as formatted for .CSV
As a user, I need to be able to export data in the format I have set instead of a standardised format when exporting as .CSV. For example, I want to be able to export * Large numbers - The option to export "1,000,000,000,000" rather than "1.0E12" * Small numbers - The option to export "0.00001" rather than "1.0E-5" My data…
-
Importing data directly from another Anaplan module
When a user is attempting to import data directly from another Anaplan module, they need to be able to use an identifier (code or link vs. the display name of the field) to ‘connect’ the records. For example: When a user exports from a ‘source’ Anaplan module, the user has the ability to export the ‘code’ or ‘list link…
-
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.
-
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