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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.
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Translation of time list for views and exports
Recently I've been working on an implementation of Anaplan to a non-english speaking customer (portuguese in my case). As part of that journey I was very pleased with the fact that in the data imports Anaplan can translate time from different excel languages into the standard time list - in other words months in Excel…
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Anaplan Excel Add-In ( Reset Format)
Anaplan Excel Add-In 3.3 (Read/Write Query) Ability to reset any formatting as currently any changes made to Excel, Anaplan tries to over lay the difference than try to wipe out changes and replace with default view. Currently, we have the reset option in Dashboard, need the same in Excel.
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Ability to select a specific Page for entire Workbook when many Excel Add-in Data Pulls are Used
It would be great if we could set an overall workbook time period that would allow us to set the time period we or any "Page" selection for workbooks with multiple Anaplan Excel Add-in pulls. We would also still need the ability to change individual worksheet/tabs data pulls. For example, we may have a workbook where 90%…
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API customising for UPSERT ENDPOINT
It is required for the deployment of the UPSERT EndPoint as part of the Anaplan API to send only the new and changed entries from the SAP system to Anaplan instead of sending each time the full load file. We are currently trying to get Data from SAP via CPI( SAP Cloud Platform Integration) and we are facing this challange…
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Time Display of Line Items Formatted based on Time Formatting in the Module
Treat line items in a dashboard based on the Time Formatting in the module when displaying data. For a simple example, I have a customer code, customer name, and its monthly revenue in a module. I only want to see the customer code and customer name at the beginning once, as it is does not have time applied to it, but I…
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Develop error when adding to a subset parent
When creating elements in a list that has a subset as parent, we can get an error because some element have the wrong parent. It would be very useful to have a more detailed error, with for example the rejected lines.
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A way to identify import target
When a process contains several import with different input files (IDS) with targets that have long names it's impossible to distingush which file file stand for what. The screenshot below displays a situation when you can see two identical rows making it very confusing for an end user: Admin in this case may guess the…
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Remove "Display Name" duplication for numbered lists during export
When exporting the data from a numbered list field "Display name" is duplicated by a property that is selected as a displayed name. One of them should be removed as it adds additional clutter and confuses the customer. This would help to tidy and organize lists/number lists a lot better. Currently it's confusing for end…
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Aggregation function for non-list data type
Currently the aggregation functions only work towards list data type. This disallows to fully replace VLOOKUP function in Excel. Please add at least some additional functionality: for example to search for FIRSTNONBLANK using text data type. That would allow to more easily deal with data without need to maintain excessive…
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Process UI with Many Actions
When clicking a button to run a process that has several actions (20+), there should be a vertical scroll bar for the list of actions so that the UI box does not go off of the screen and a user does not have to scroll to see the Run button.
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Actions
The action created for importing a .csv or text file does not save the mapping used. I can edit or view the mapping only if a module or list is imported from another module or list. Sometimes while importing a file there are possibilities the file has wrong header names and hence they are not mapped. To view the mapping…
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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…
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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,…
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Intégration with consolidation tool to obtain consolidated budget
Intégration with consolidation tool to obtain consolidated budget
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Print Modules/Dashboards Directly from Anaplan
My users want to be able to print directly from Anaplan (without exporting).
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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…
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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.
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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.
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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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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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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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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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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…
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Customise dimensions on exports to Tabular Single Column format
Description I would like to abiltiy to customise which dimensions are exported in Tabular Single Column format. Currently it exports all dimensions but I would like to ability to change this depending on my requirements. I am aware of the ability to fully customise the export using the Tabular Multiple Column but I would…
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Enhancements to API
Would like to see additional enhancements to the API, things like retrieving line item blueprints, list/module editing, list properties, etc. This would enable customers to control their Anaplan environments with various automations.