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Excel Add-on: Sheet names update when changed on Anaplan
As an end user I would like the names of any sheets to update upon refresh if the associated module on Anaplan is renamed.
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Have imports run base on the display name rather than a unique ID
This can be an issue when running a Module to Module Import, if both the target and the source module are dimensioned by numbered Lists, if the target Module's numbered list(s) the import will coordinate the import based on the numbered list(s)' Unique IDs. This means that some values will fail to import and other values…
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Ability to manage metadata (add/delete/re-parent list items) via the Excel Add-in
Summarized Feature Request End users need the ability to manage list items, i.e. metadata, via the Excel add-in. By far the highest-priority and highest-value need is to add new list items. Situation Users switching from Oracle Hyperion / Essbase love the Essbase SmartView Add-in for office. One of the reasons they love…
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Ignoring some columns when mapping timescale through column headers
When we get a source file with time in the columns it is very common to have columns that are not relevant for the mapping. As time usually requires using an "automatic" mapping it is quite inconvenient that columns that are not relevant are processed as a FAILURA in Anaplan. It would be fantastic to have the option to…
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Cancelling Import will remove any partially imported data or list items
As a user, I would like any partially imported data or list items to be removed when I cancel an import. Currently, when an import is cancelled mid-way through, any partially imported data or list items will remain after the import is complete. However, the history will show that the import was cancelled. This will help…
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Audit during bulk uploads
The User would like: A more detailed view of auditing functionality during the ‘bulk upload’ process at the cell level and create an ‘action’ during import. The action would be created upon export of the audit history. During the Sales planning process the User takes the 1st pass of Territory assignments and has the field…
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Allow for “Send” only option in Anaplan excel plugin
Often times data doesn’t organically already exist within Anaplan, and users are either creating that data in excel or pulling that data from their parties using another excel plugin (Bloomberg, CapIQ, ODBC, etc.). Currently there is no simple way for them to map their formulas inside their excel sheet to always be pushed…
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Excel Add In - Add Properties Similar to Labels Tab when exporting out of Anaplan
It would be great if you could add properties in the excel add in, similar to how when you export from Anaplan you can add properties from the underlying list using the labels tab.
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Excel Add-in: Ability to detect if columns have become unlinked via named ranges
As an end user It would be useful to be notified when a column becomes unlinked from Anaplan and is no longer being updated. Currently this can be done by searching what is contained in the named range “AnaplanColHeader“. Note: LI1 has become unlinked and will not update on refresh. This could be done via a pop up that…
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Excel Add-in Authentication method settings (applicable to PPT as well?)
Hi, As an add-in user I would like to be able to change the authentication settings anytime after the first installation attempt. This is because while a number of users might be able to install an Add-In on their machine with non admin rights they would not be able to uninstall it. This means that if a user is providing…
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Fix Import Dialogue on Ultra Wide Resolutions
Please can the import dialogue be fixed on ultra wide resolutions? Everytime I import, I have to resize my window so that I can see all of the dialogue options, screenshot attached. Typically the Run Import and OK buttons are missing. Thanks!
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Ability to reorder multiple list items or reorder a list by its code numerically or alphabetically
Some of the master data lists within our model is based on numerical codes. New list items get added to the list at the bottom and we would have to manually reorder it to the top using the 'Move...' functionality. Using this, we are only able to reorder one list item at a time, which can take a significant amount of time…
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Deployed Mode - Bulk update of Source model name (M-M Import actions)
Hi Team, Current Scenario: In the Deployed Mode, for the Production Data checked Import Actions (Model to Model), we have to manually update the Source Model name one by one. Suggested Change: Select Multiple rows of Import Actions and update the Source Model name at one go for the selected ones. Thanks Sathya
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Information for Line Item Referenced By Actions
It will be helpful to have information for any line items that are used or mapped in actions either in list or line items mapping tabs. This will prevent deleting them accidentally when performing a model cleanup
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Export Action Dialogue NUX
Please can the full export action dialogue be added to the NUX when exporting from worksheets? Currently, users only have the option to edit the export file format (e.g. .xlsx, .csv, .txt). Would be great if users had the full array of options as shown below, without setting up a custom action.
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Remove Line Item Mapping when Item is Removed from Import Data Source
Within the Line Items tab of the import dialogue, please can line item sources be removed when these are removed from the import data source. Take the below as an example: If I were to remove Revenue from the import data source, the Revenue line item source would still appear on the left to be mapped to a line item target.…
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Run multiple actions from selection in Actions panel
Would be great if you could run multiple actions from the actions panel based on your selection. For example, if you selected two import actions and hit Run, Anaplan would run those two actions as though they were in a process. This would greatly help model builders test actions where creating a process is not needed. The…
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Data Quality/Integrity Checks within Connected Planning Environment
Hi All, In thinking and implemented a Connected Planning environment, where we have specific models for specific areas our finance team that are brought together. We currently have a number shared hierarchies (across cost/profit centre, GL), shared data (TB, Subledger etc) and currently handled via the data hub as the…
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Import Enhancement: Tab- Line Items: Being able to select Multiple, All, or blank "Mapped to"
Currently when Mapping a file, view, or similar, if you have extra line items/columns, Anaplan doesn't always identify that a new line item is selected, and takes multiple attempts to have your selection identified. (Bug, and I use Chrome with 90% zoom) Being able to Map everything you are going to map, then select all…
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Excel Add-in to highlight header mismatch if user changes it by mistake
Once we import a view in excel using excel add-in and let's say there are 4 rows in the view City-A City-B City-C City-D Keeping the order same, if the user renames City-A to City-ABC by mistake and then tries to push data to Anaplan then instead of showing no changes, Anaplan should show header mismatch. This can further…