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Docusign - Create Flexibility for Signing Order - Data Population
The Anaplan Docusign Integration currently has the following limitation: When the text fields are assigned to a non-first signer recipient, it will not work. Only the first recipient can be assigned those text fields and the data from the model will populate. For companies that follow the signing order of 1) Employee, 2)…
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Anaplan Excel Add-in Prerequisites
I wanted to share an uncommunicated prerequisite for the Anaplan Excel Add-in 4.x series. Reading through prerequisites, the documentation explicitly indicates certain items that are not natively part of an operating system, like the version of MS Office or the supporting technologies of .NET 4.7.2 and Visual Studio Tools…
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Excel Add-in options
When we produce monthly cost report, we need to keep apart every department because are confidential data (every department can't know the other departments expenses). With the previous tool (BPC) we could exclude empty/zero cells, select the single department and refresh data every month: was not waste of time. Now, if…
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List Subset Definition based on formula
Is it possible to add functionality to make list subsets based on formula? Currently we have to either manually select list items to be included in subset or need an import action to update based on subset logic written somewhere else. Can we have option to add formula directly on list subset definition? This will help a…
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Ability to use Line Number as the List Member when Importing from Excel/Google Sheets
There are times when we are importing data that Anaplan recognizes a row of data as a duplicate, but the duplicated data has meaning to our end users. Anaplan is able to tell us in the error message which line of data the duplicate was on. Is it possible to create an option to use the row number as the list member to avoid…
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Excel Add-in: refresh all connections in a workbook at once
Hi It would be great if you could refresh all connections at once in one excel workbook. Currently, each sheet has to be done manually. In some of our excels we use for reporting, I have 15-20 sheets as currently you can only have 1 connection / 1 sheet. This would help a lot in efficiency. Thanks Kinga
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Search in Select source
Please add the option to search from "select and existing source" while defining and import. Currently, we need to scroll up and down and it is tedious if the list is big.
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Api allow standard application contents type
As a data integrator working on industrializing data flows into anaplan from multiple application, i need to be able to consume standard data formats like json files. This is necessary to be able to call an api which will send me response typically in json format (standard restful for api) and consume the response with…
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Ability to test the Docusign Integration without sending out an Envelope
DocuSign currently charges a rate for sending out envelopes, and clients would save money if we allowed them to test the integration without having them send out an envelope. If you are working on a large document, you may be testing a number of envelopes to test. This can cost the client quite a bit just to do testing. My…
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Import in a list. Fileds mapping - need empty mapping selector in a drop down
Hello I've noticed one thing which is not native for many beginner anaplanners. While we set-up import to the numbered list and we should not have any mapping in the name field (as we choose to use a code as a default way to identify items). But quite often it is pre-populated and in a drop-down there is no option for a…
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Search option to find the module name while importing
Hello, It would be great to have 'Search option' section, so we can easily search for required module while importing. This helps to quickly search the required module from the list as it saves lot of time scrolling. Thank you.
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Support of cyrillics and possible other national symbols in Anaplan Connect
Not quite critical, but It would be nice if Anaplan connect scripts could support names of the tables/fields written in local languages for example using cyrillic symbols. Currently such names are being corrupted into ??? characters and cannot be found by the database. This makes us to create additional views and thus…
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Excel Add-in: Clone Workbook button
Currently on the Excel Add-in I am able to clone worksheets. I would like to have the ability to clone an entire workbook or multiple copies of a single sheet rather than doing this 1 sheet at a time. Why? * Currently the Excel Add-in does not allow for copied workbooks to be opened simultaneously * This will facilitate…
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Anaplan Data Export using Cloud ETL - Snaplogic
As per the Business requirement, need to export the data from Anaplan (Not Manual). To define this, we used Snaplogic cloud tool to extract the data and do data manipulation by using Anaplan Read Snap. We can configure this Anaplan read snap in two ways 1. Basic Auth 2. Certificate + Keys based on above information, we can…
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Filter on Imports
An option to filter on imports would be a nice to have feature. That way model builders will have an option to pre-process data instead of making a process to prepare the data after importing to list.
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Adding actions in the process
Similar to adding modules/lists, there should be a way to add action into the process by selecting the action that are already present in the process and be able to add before/after the selected action. As the action will be added at the bottom on the process by default it is time taking process for moving action to the…
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Mapping Options for Module Import
When uploading a CSV a few more options about whether specific columns can be ignored or manually mapped (in a similar way to how imports to lists work)
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Refresh Function in Excel Add-in should provide option to submit changes
Description: If a user changes data in a read/write view of data in Excel via the Anaplan Excel Add-in and then subsequently clicks on the "refresh" button, the Anaplan interface does not inform the user of any changes that have been made to the data before the view is refreshed. This results in any changes being cleared…
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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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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