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Powerpoint Add-in: Simplify option to update specific graph/table
Description of the enhancement required: In powerpoint add-in* REFRESH button it would be great to have option to select which graph or table to be updated rather than update all. Because if I want to update only one graph it is tedious to go through edit components. An example of the enhancement: Right click on the…
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Ability to rename a version without breaking the import mapping
When performing a module to module import from the same model, if a version which is used as the source of an import is renamed, both the old and new version names will be listed as source items. The import will display a successful import message, but the number of rows Updated/Ignored/Failed will be empty and the module…
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Ability to use retrieve data from Anaplan in Excel using a formula
A description of the enhancement required: Would it be possible develop a "AnaplanRetrieveData" formula for the Excel Add-in, where you can specify all necessary input from excel and the formula then returns the data point. An example of the enhancement: Formula in Excel would be: =AnaplanRetrieveData("Workspace…
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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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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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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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Improve performance of list property imports
Description of the enhancement required: To load data into Anaplan, we need to load data to a list in order to populate items. We also hold all properties of the list in modules as line items for performance reasons. To complete a data load, we need to run two different actions for every data object we bring into the…
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Option to Omit Empty rows for imports
Description of Enhancement: I would like the ability to Omit Empty Rows when importing How this would help their business process: We have saved views used as IDS for imports between models. There are two fundamentally different approaches to set up them: 1. If we put all necessary dimension in rows and apply imports, it…
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Import Action Editor Visibility
It would be great if all features of an import action, including field mapping, were visible and could be edited in one place. Particularly challenging today if an import file is set to private, once it expires after 48 hours, it is impossible to view or edit the import mapping.
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See error dumps for previously run imports
As a model builder or data integration user, I want to be able to see a history of all the recent imports into Anaplan as well as access the associated error dumps for each of those actions. Currently, when I run an import or import process via the UI and there are errors, the error dump shows on my screen and I can…
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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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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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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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Option to remove column headers in CSV export
Description of the enhancement required: When using a grid lay-out for the export to CSV, Anaplan will also give the headers of the line items in the module. This isn't very convenient for us because SAP (where we upload the export) doesn't recognize these headers. Therefore it would be very handy to have the option to…
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Replicate column headers on dashboard PDF export
Description of the enhancement required: Replicated the column header in a dashboard PDF export, when the grid is split on multiple pages. An example of the enhancement: When you try to export a dashboard in a PDF, the column header (the month for example) are not replicated on the second page and the following. I can't…
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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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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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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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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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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 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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Ability to assign Versions to line items
Use case: Import of transactions into a List where properties are defined to specify the dimensions (Time, Version, Entity, etc). I am not able to make a connection between a Text item and the Version. The Versions is needed for the customers who not only import Actual transactions but also other Versions (Forecast/Plan…
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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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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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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…
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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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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…