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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
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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 disable Update notifications in Excel/PPT Add-Ins
Description of the enhancement required: Allow disabling of Update notification in Excel/PPT Add-Ins. An example of the enhancement: An Administrator could determine whether End Users should receive the Update notification in the Excel/PPT Add-In. A story for why they want the enhancement, (how would it help their business…
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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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Integration with Google Docs
Google docs integration with Anaplan as we use Google docs like Excel.
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Ability to avoid refreshing deleted rows/columns in Excel
Description of the enhancement required: option to not refresh the full view in Excel add-in An example of the enhancement: If you delete a column or row, don’t re-add that row/column when refreshing A story for why you want the enhancement (How would it help your business process?): custom view’s can be created in Excel…
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Ability to export in .xml format
Description of Enhancement: Customer would like to have an option to export data to XML format. To provide more clarification, could you please explain how you hope the enhancement would assist in your business process(es)?: We have a need to be able to export data to this format so it can be imported to Workday for the…
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Adding to a dimension in anaplan being dynamically reflected in the view for Excel add-in
Description of the enhancement required: Excel add-in be dynamic for changes in the Anaplan view. An example of the enhancement: adding to a dimension in anaplan being dynamically reflected in the view for Excel add-in. A story for why you want the enhancement, (how would it help your business process): The Excel add-in…
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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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Add Bulk Copy to action list to be added in process chain.
Hi there, Current limitations with the version dimension mean we are not able to select Version as a list formatted line item (there is a separate ticket with community support on this topic). Because of that, we are forced to do a number of data moves using custom version lists, list subsets, and collect statements to…
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Overlapping text on /model-building/
Each time users change a page (via Select Pages) Anaplan’s excel plug-in creates a new tab. Use case: When a new month comes along, they would rather just select a new month via Select Pages and update the current sheet. Similarly to switch Versions a new sheet shouldn't be created. This is so that they don't lose their…
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Increase limit of row field when pivoting
It would be really helpful for myself and colleagues if more than just three items could be dragged into the row field whilst pivoting a module. This would also be really helpful for zero suppression on Anaplan exports as well as saving the need to manipulate Anaplan exports in Power Query (or similar data transformation…
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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 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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Make Bulk Copy between Versions an Action
Currently our team EVERY WEEK, has to bulk copy the current version to the previous version because there is no way to automate this. That is 52 manual interventions every year. If you could create an ACTION that would allow you to bulk copy and have user select source version to target version, than we can schedule an…
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Work with Microsoft to make an Anaplan - PowerBI connector
It would be great to have a Anaplan connector in PowerBI (same idea as Excel and PowerPoint connectors), to have a live interfacing of data.
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Automatically generate Keys for Importing fact data into Data Hub module
Importing fact data into "flat modules" in a Data Hub is challenging when your data source is unable to provide a single unique Key to act as a List Item. That work ends up taking place between the extracted data and the import into Anaplan and oftentimes involves concatenating Key columns into a single column, sometimes…
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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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Ability to mask or sanitize all of the Production Data within a model
I would like to be able to easily mask all Production Data within a model. Currently, this involves a lot of manual effort. For example, replacing all names with fake names, and all numbers with fake numbers. Being able to do this is useful for a couple of different purposes: * If I need to have Anaplan Support take a copy…
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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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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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Allow for multiple list items in user selective access when importing from a module into users
We use imports to update our user list with selective access, but cannot do this when one user can have multiple access, e.g. access to multiple countries in a list, because the line item in the module has to be dimensionned by the list itself and in the list we can only select one item. Alternatively we may run the action…
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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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Creating Imports: Search for Saved View, Module, or List
When creating import actions that connect to lists, modules, or saved views within Anaplan models, it would be useful to have a “Search” button to assist in locating the list/module/saved view the model builder needs to select. This search feature is incorporated into other parts of Anaplan and, should it be added to the…
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Certificate authentication for all integration accounts
Hi All, It would be great if all the Anaplan Platform, Anaplan Learning, Anaplan community and Anafans account all synced into one user account and sign on. There are currently alot of different account types and it would be great to just have one sign on access account. Thanks, Usman
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Allow the option to not create an import as an action
The ability to select whether you want a manual data import saved as an action on the actions tab is requested. The reason being that during development and for sprint review purposes, sometimes test data or files with lists are uploaded to allow clients to visualize the end product. Every time an import is run, an action…
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Set the fields in a certain order that will not change for exports and have alias headers
For downstream systems, the headers must have specific names that are not related to how the Planners use Anaplan. Also, some of the downstream systems are very specific about the order of the fields in the export. When Anaplan has to adapt to business changes, the export to the downstream systems has to remain constant or…