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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
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API: GET the data in a chunk in JSON format
Description: Enhancement request for Export API: Download file (sample URL below) to output data in JSON format Example of enhancement: GET https://api.anaplan.com/major/minor/workspaces/workspaceID/models/modelID/files/fileID/chunks/chunkID Benefit/impact: Anaplan Connect does not have the Export (direct) into Oracle…
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Ability to filter module data for export via the API
Description: Be able to pass filter values to the export view through the REST API. This could be passed in the request body Example of enhancement: Let's say we have a view with data for all our hotels. We'd like to call the rest api to export data for specific hotel. Benefit/impact: We need to run exports through REST…
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Ability to export and import model time settings
Description of the enhancement required: We would like a way to take the 'time' settings from one model and add them to another e.g. allow an export of the time settings and import them to another. Example of enhancement: Have a model with time settings and allow to push or pull that data to or from another model.…
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Ability to retrieve model data through the API
Description: We would like to retrieve model data through API calls, similar to the way the Excel Add-In can retrieve cell data. We want to provide a module or view ID and get the data returned for that module/view through the API.
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Don't change tab colour when refreshing view in Excel Add-in
Description: Excel Add-In: When refreshing report views, rather than changing the tab color upon refresh, please leave original tab color. Benefit/impact: We use tab color within an Excel workbook to differentiate financial reports for management. We also use it for organization of data.
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Automate History Exports
Description: Enable the model builder to save the export of history (with certain settings) so that they can run the export regularly or automate it through Anaplan connect.
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Allow Admin users to update an existing import source file in a model in deployed mode
Description: 1. Currently it is possible to change an import source file in a deployed model by running the import from a button published to a dashboard (clicking to run will prompt for a file to be uploaded). 2. Trying to change the import source file as an admin user, by going to Manage Import Data Sources and uploading…
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Excel Add-In: Improve performance populating model/module lists in Excel Add-in
Description: Performance needs to be improved or the user needs to be kept informed of what is happening. Impact: When creating a new view the list of modules to choose from can, potentially, take minutes to populate.
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Certificate authentication for all integration accounts
Description: We use the Dell Boomi connector for data integration, with the account for this not assigned to any individual. The password for this account expires after 90 days as per Anaplan's security policy. We are requesting the ability to run this integration smoothly without password expiry every 90 days, for example…
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Data integration requests
Description: I would like to request for the current Anaplan DI and Anaplan connect: * Automated Emails & Notifications on any import or export * Ability to delete data from a module or from a list based on conditions equivalent to a "delete from where" in SQL * Ability to filter data from the source: when importing from a…
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Custom page separation for dashboard PDF exports
Description of the enhancement required: Allow for page separation when exporting dashboards to pdf so that two published items may be printed on separate pages, back-to-back. An example of the enhancement: When selecting options for a PDF export on a dashboard, users would have the option to choose where the page…
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Option to show how many cells have been updated by an import
Description of the enhancement: Option to show how many cells have been updated by an import which includes how many items were Cleared prior to import. There should be an option that the cells which have been updated in this way will be reported as updated in the results screen Workaround: To workaround this, users should…
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Provide a more user friendly message when an export is cancelled
Description of the enhancement: Run an export from a model (helps if the export takes a few seconds). Click Cancel when the browser asks you to save the file. The export will fail and the message in Anaplan is: {code:none} An internal error occurred. Client abort: java.io.IOException: Broken pipe(caused by: I o: Broken…
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Export Display name field
Description of the enhancement required: When exporting, user would like the field "Display name" removed as it adds additional clutter and confuses the customer. A story for why they want the enhancement: Client believes this would help him tidy and organize his lists/number lists a lot better.
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Block any other transactions being processed between actions in a Process
Description of the enhancement required: We are requesting that Anaplan implement changes so that, when a process with multiple actions is run, no updates (manual data updates or configuration updates) are allowed to occur in between each action's running. This means that the process should be treated as a global action…
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Ability to clear text formatted cells on import
Description of the enhancement: The two options of "Clear target prior to import" and "Only update imported cells" are not sufficient, as if you select to clear all, it clears ALL the text, not retaining any previous info, and if you select "only update imported cells" you do not have the ability to clear any cells, only…
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Improve message returned from Anaplan Connect when user has no access to model
Description of the enhancement: Improve the wording of messages from Anaplan Connect when a user doesn't have access to the model. Anaplan Connect will return the following message when you do not have access to a model in a workspace: Model "123xyz not found in workspace "abc123" Example of enhancement: It could be…