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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…
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On an import have the ability to Ignore All
Currently when manually mapping fields in an import there is the option to Match, Ignore and Clear All. It is often the case that it would be easier to set the import to Ignore All and then to match only specific fields on an exception basis. The current requirement of clicking each field in the import you wish to Ignore…
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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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Multiple JDBC queries in one configuration file
For a customer I use directly SQL scripts that are used in Anaplan connect (1.3.3.3). These SQL scripts connect directly to the ERP system. Now with the change of Anaplan connect 1.4, you must use a JDBC propertie file which can only holds one query. At this point of time I have 170 SQL scripts that looks to 6 different…
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Able to use the row id number as unique identifier when import a file
It would be really useful if the row id number ("Line #") would be available as additional column when import a csv file or from any other external source. When import files in Anaplan, usually the first step is to import the file into a numbered list where the file columns are transformed in numbered list properties. To…
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Allow SSO Users to run cross Workspaces Imports with Anaplan Connect
Hello, It would be useful to allow accounts with Single Sign On activated to run Cross Workspaces Imports via Anaplan Connect. At the moment, only Exception Users (no SSO) can run these Imports, which is not in line with recommendations from our Internal Audit team. Thank you
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Export only current page selection
Description: As a model builder, I want to give users the ability to efficiently export their dashboard grids. Currently, when you save an export definition on the "Current Page", this current page does not change when the export action is published to a dashboard based on that dashboard's page selectors. Example of the…
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Recognise zeroes and blanks as different data inputs when using number formatting
Can we add a number formatting option (text fomatting causes issues for our users) with a default for the cell of blank (if blank then the cell is ignored) and then if a zero is input it is treated as a number. For example - the default calculation for sales volume generates 50 for January 2018, there is an "override" line…
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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.
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Ability to copy export label settings from one export to another
The ability to copy label settings from one export action to another would be very helpful. If there are several similar export actions with different filters that need the same list properties, this would be useful, as the person creating the action would no longer have to select each property one by one.
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Access to source views on saved exports
When an export is created and saved, from a saved view, it does not indicate the source of that export (only the source module). It will be very useful, when an export is created from a saved view, to have it recorded in Anaplan, in the same way as the Imports are recorded their source view.
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Dynamic Subtotal in the Excel Addin
Hi gang, Very interested to have a dynamic subtotal in the Excel Addin please. So lets say I select several items in a product hierarchy or just two out of my 3 channels. Here I would like the API to refresh the subtotal of these items instead of pulling in the explicit rows/columns selected. There would need to be a…
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Option to select a file when importing into users
As per email from Anaplan Support: Currently, for an action uploading data into a Users list, the file is not able to be selected at the start of the action. This file would need to be changed manually in the actions menu by going to Import Data Sources and choose new source. Then pick the file with the same exact name as…
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Default Import Setting
It would be great if the 'Default File' setting when you import a csv into a module could be automatically set to 'Admins Only' or 'Everyone' instead of 'No (keep private)'. Our company uses an ETL tool to load data into models and if that setting is not changed then it causes errors and we end up with data that is not…
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Excel Add-in: Allow for the ability to connect spreadsheet interface to more than one connection
If a model is archived, then retrieved , its model ID changes. The model ID change disables the spreadsheet's data connection. Suggestion: Allow a spreadsheet connection which was created under Model ID "Example_1" to be redirected to Model ID "Example_2". Otherwise users are at risk to lose work created under Model ID…
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Bulk Copy functionality available from Dashboards for non-model builders
As a Model Builder, I want to be able to create specific/dynamic Bulk copy processes so that end users can run them via dashboards. I'll know this is successful when I'm able to publish on dashboards specific bulk copy processes using the standards Anaplan out of the box functionality and without the need of creating…
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Ability to automate exports to PDF
As a model builder I want specific export to PDF to be saved in the list of exports so that a process can be created to group them together and run specific export to PDFs from dashboards in one go. I will know this is successful when I will be able to create a process and group a series of PDF exports together, which can…
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Ability to Export Actions List
The ability to export the actions in the actions list, specifically for imports would be highly beneficial. For one, it would be a great matrix for the client to retain for documentation. The other benefit of an export is that you would be able to change column width to actually read the source and targets. Right now, you…
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Add Ability to "Push" data to another model as opposed to always "Pulling" data into a model
With a data hub model in place, it would be beneficial to run a series of actions or processes, on-demand or via Anaplan Connect, that would take data and lists from the data hub and "push" from the data hub to the downstream models. As Anaplan is architeched and working now, you would need to go to downstream models,…
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When coping a model, update self referenced import sources to '-'
When creating a copy of a model for development or other purposes, import actions that are created using modules/list for the source model (self referencing) the import source is not updated to reference the new model, but the original model that was copied from. I am expecting the model reference to be '-' indicating that…
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Ability to specify an escape character for an import
Some import sources can contain escape characters for special characters depending on how they were generated (i.e. generated by a specific software). These escape characters are not recognised by Anaplan and end up being imported as is. I would like the ability to specify a specific character as an escape character when…
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Ability to import from subsidiary view
I want to be able to import from a subsidiary view. Business Reason: I don't want to have to create multiple modules for single line items with different dimensionality. If the column in a subsidiary view had an underlying name then using it as the source of an import would be possible.
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File Import Issue due to Control Panel Local Language Setting
Some users in Europe are facing issues importing offline excel file into Anaplan. Currently we have a workaround for this issue. If user changes his Format setting in Region and Language to “English”, then the upload is successful to Anaplan. Users have to change their local language setting every time they need to upload…
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Anaplan Addin for Microsoft Word
Users generally need to add commentary around the data retrieved from Anaplan modules. Anaplan Word Addin can fill this gap by providing the capability to extract information from Anaplan. Furthermore, it'll be really useful to extract just one data intersection using some formula like CHOOSE or GETVAL, given the user can…
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Excel Add-in: drag and drop dimensions, view line item formula, keep only/exclude
Please add the following features into the Anaplan Excel Addin - 1) Ability to pivot by dragging and dropping members within the spreadsheet rather than clicking on pivot and filter. 2) Ability to drill down a hierarchy by double-clicking in the spreadsheet 3) Ability to extract just one data intersection using some…
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Condition-Based Trigger for Email Reporting
The current MAILTO function requires clicking the cell in order for an email to be generated. It would be very helpful if this click action occurs automatically only if a certain logical condition is met. For example, if the sum of all sales from last week reaches a certain threshold or is below a certain threshold, the…
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Exporting the Hierarchy in Grid View
Is there a way in ANAPLAN that we can export the hierarchy in the format below(yellow highlighted)? The screenshot here came from a list in grid view