-
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,
-
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…
-
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…
-
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…
-
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,
-
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…
-
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
-
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.
-
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…
-
NUX: Model to Model Import Actions Show Incorrect Results
Backdrop: I have a process containing an import action from data hub to spoke model that populates spoke model list members. Let's say there are 5 members in my spoke model list and there are currently no changes in my source data. Given there are no changes in data, a. The import process when run from 'Actions' tab shows…
-
Excel add-in, Date time settings
Excel Add-In error: Refresh failed due to unexpected error. Found out that when the Excel template is created with Regional settings [ ex. decimal symbol as Dot / . ] is different from your system settings [ ex. Decimal symbol Comma / , ] then the refresh fails and shows up unexpected error. This is solved as soon as the…
-
Search Function within Edit Process
It will be great if there is a search functionality for a specific action within the Edit Process (or Create Action -> Process), especially useful for a model with long list of actions. At the moment, I need to search the action from Actions pane, note where its position is i.e. top, middle, or bottom of the list, and use…
-
the functionality of supporting multiple connections in one Excel sheet
currently the functionality of supporting multiple connections in one Excel sheet is not available yet in Excel Addin 3.4, i would suggest adding this functionality to retrieve/combine/show different reports/views in one excel tab.
-
Import error log enhancement in new UX
Suggest to enhance the current import error report in the new UX. The new overview only contains very limited information about any errors which occurred during import and it is not possible to get a preview of the errors as you can in the classic UX. At the same time, the ability to export errors is limited to 50,000 rows…
-
Data import analysis
Would be very beneficial if Anaplan provided more details on the data imported. Besides the normal error log, it would be helpful if e.g. max/min values, outliers, exceptions, trends, most/least frequent items, dimension items count etc. could be displayed upon import to help the user do a quick sanity check of the data…
-
SAP integration
Suggest to build native integration with SAP solutions. A lot of Anaplan customers use SAP solutions such as SAP ECC, S/4 HANA, SAP BW etc. and heavily depend on large amounts of data flowing back and forth into Anaplan. Integrating with these solutions often require an extra layer such as AWS or similar which then again…
-
Export excel number format align with Anaplan data format
We have lineitem set as number with 2 decimal places. We set export file action with excel format template for user to easily upload back to the system. The excel output does not set data format by column but by cell which making us lost decimal number if we did not change format to number. Cell that already has data…
-
Local settings for .csv imports - Booleans
Hello, I faced a problem when importing boolean values to anaplan as part of csv file. Our company uses localized version of MS Excel, which when saving a file containing boolean values to text/csv, keeps them not as TRUE or FALSE, but as local equivalents ИСТИНА and ЛОЖЬ. I can try to change my own excel settings, so I…
-
Default subset setting
Suggest to add ability for model builder to change the default setting for list subsets. I.e. add option to select whether a subset setting should be true or false for any new list items added. This will make it easier and more flexible to work with subsets, and help avoid having to create a dummy module and action to…
-
Filters when loading data from Flat File or external sources
It would be very useful to have filters to filter our some of the unwanted data in the source while loading the data into a list. Example Filter out certain Time periods, empty products, range of customers etc. Otherwise this is done in the model or the Hub after bringing all data. Other planning solutions have this even…