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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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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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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, 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…
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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…
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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…
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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…
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Feature while Exporting
Currently when we export the data out of Anaplan we either create line items in the export module or we rely upon Properties of the dimension. Idea I am proposing is to give modellers third option which is to pick the line items from diff modules in the export window (Preferably System module) which share the common…
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Dump Files in Mulesoft Connector
Hi, The Anaplan Connector for Mulesoft only let you download the dump files in path, it push you to work with a local server, when in almost all the cases the customers use Cloud environment and the data goes through streaming to Anaplan. Would be nice if you can collect the dump file directly in the connector and sent it…
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Contents of import actions
For import actions it would be good to have a column in Imports tab. suggesting which of the source items(list or lineitems) are mapped to target. Not the natural mapping by anaplan but any thing which is manually mapped and saved rather than opening each action and figuring out.
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Excel Add-in: updating cells with Dynamic Cell Access and have a list format
Possibility to change data in cells with Dynamic Cell Access and a list format with a read/write connection in the excel addin
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Exclude Line Item Subset from data export
Hi Team While exporting data from a module, if there is a 'Line Item Subset' in the dimensions, we are unable to exclude it from Export. Can you please make the option available? I have provided some screenshot. Thanks & Regards Kudi
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Add-Ins - Quickly Edit/Amend connections
As a model builder/user I would like to be able to quickly amend my connections so that they can easily be re-pointed to different Workspaces and Models. I will know that this is successful when I will be able to quickly change my connections and re-point to different workspace and models, perhaps with a functionality…
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Data Integration with Single Click from Anaplan Dashboards - REST APIs
I am looking for an option in Anaplan Dashboards to put a link which will trigger REST APIs and execute the Anaplan operations which lies in the code behind it and return the results. With this way, we can plan to integrate many sources with single button click from Anaplan itself rather than using Anaplan Connect.
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Excel Add-In model view
Currently when creating a new connection from Excel Add-In, The wizard picks up all modules that are available to Read, Read/Write for the end user. We want to limit the modules that are shown in this dialog without having to remove the 'Read' permissions. can we either add something like 'invisible in Excel' in the 'Roles…
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Excel Add-on: Sheet names update when changed on Anaplan
As an end user I would like the names of any sheets to update upon refresh if the associated module on Anaplan is renamed.
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Have imports run base on the display name rather than a unique ID
This can be an issue when running a Module to Module Import, if both the target and the source module are dimensioned by numbered Lists, if the target Module's numbered list(s) the import will coordinate the import based on the numbered list(s)' Unique IDs. This means that some values will fail to import and other values…
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Audit during bulk uploads
The User would like: A more detailed view of auditing functionality during the ‘bulk upload’ process at the cell level and create an ‘action’ during import. The action would be created upon export of the audit history. During the Sales planning process the User takes the 1st pass of Territory assignments and has the field…
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Allow for “Send” only option in Anaplan excel plugin
Often times data doesn’t organically already exist within Anaplan, and users are either creating that data in excel or pulling that data from their parties using another excel plugin (Bloomberg, CapIQ, ODBC, etc.). Currently there is no simple way for them to map their formulas inside their excel sheet to always be pushed…
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Excel Add-in: Ability to detect if columns have become unlinked via named ranges
As an end user It would be useful to be notified when a column becomes unlinked from Anaplan and is no longer being updated. Currently this can be done by searching what is contained in the named range “AnaplanColHeader“. Note: LI1 has become unlinked and will not update on refresh. This could be done via a pop up that…
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Excel Add-in Authentication method settings (applicable to PPT as well?)
Hi, As an add-in user I would like to be able to change the authentication settings anytime after the first installation attempt. This is because while a number of users might be able to install an Add-In on their machine with non admin rights they would not be able to uninstall it. This means that if a user is providing…
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Fix Import Dialogue on Ultra Wide Resolutions
Please can the import dialogue be fixed on ultra wide resolutions? Everytime I import, I have to resize my window so that I can see all of the dialogue options, screenshot attached. Typically the Run Import and OK buttons are missing. Thanks!
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Ability to reorder multiple list items or reorder a list by its code numerically or alphabetically
Some of the master data lists within our model is based on numerical codes. New list items get added to the list at the bottom and we would have to manually reorder it to the top using the 'Move...' functionality. Using this, we are only able to reorder one list item at a time, which can take a significant amount of time…
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Run multiple actions from selection in Actions panel
Would be great if you could run multiple actions from the actions panel based on your selection. For example, if you selected two import actions and hit Run, Anaplan would run those two actions as though they were in a process. This would greatly help model builders test actions where creating a process is not needed. The…
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Data Quality/Integrity Checks within Connected Planning Environment
Hi All, In thinking and implemented a Connected Planning environment, where we have specific models for specific areas our finance team that are brought together. We currently have a number shared hierarchies (across cost/profit centre, GL), shared data (TB, Subledger etc) and currently handled via the data hub as the…
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Excel Add-in to highlight header mismatch if user changes it by mistake
Once we import a view in excel using excel add-in and let's say there are 4 rows in the view City-A City-B City-C City-D Keeping the order same, if the user renames City-A to City-ABC by mistake and then tries to push data to Anaplan then instead of showing no changes, Anaplan should show header mismatch. This can further…
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Dashboard Export All Hierarchies
I want to export as PDF a dashboard for each Hierarchy within my Org without having to do it one at a time
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Show Created/Updated Items in Imports
Would be extremely useful for testing and user feedback to show which items were created/updated in the import dialogue. If the import was successful, Anaplan only displays the number of created/updated items. A preview of the created/updated items would add clarity. If thousands of items were created/updated then Anaplan…
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Saved View Categorization and Priority Sorting, Including both Auto and Manual Options
Saved Views are a critical feature for most Anaplan models. The key issue I have with using and managing Saved Views is that, they can vary drastically in terms of importance. Below are two examples of Saved Views: * A Saved View could represent a key, filtered definition within a module that dictates how your entire…
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Excel add-in German Localisation
As an end user I would like the Excel add-in to be localised for the Standard German language.