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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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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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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.
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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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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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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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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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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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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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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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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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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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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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Source Models label to be editable for Import Data Sources that are marked as production
Description of the enhancement: The Source Models label needs to be editable for Import Data Sources that are marked as production and the label setting should be on the IDS tab rather than the Imports Tab
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Export Subsections of Users Tab
Description of the enhancement: We would like the ability to export subsections of the users tab in the model Settings. For example, we would like to be able to export the following: + Roles + Roles -> Modules + Roles -> Versions + Roles -> Lists + Roles -> Actions An example of the enhancement: Export button added to all…
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Import mapping source of a line item/list to 'fixed item' or 'ask every time' remove 'Which target'
Description of the enhancement: Import Mapping: Mapping the source of a line item or list to 'fixed item' or 'ask every time' removes the 'Which target items to clear prior to import'. Can this remain there? As a user, I would like the 'Which target items to clear prior to import' option to remain on the line item/list…
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Ability to format the layout of dashboard when exported to PDF
Description of the enhancement required & example of the enhancement: Ability to format the layout of dashboard when exported to PDF: - add page break between modules in dashboard - make the module page selection font size bigger
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Provide ability to re-arrange Export labels
Use case: A list with over 20 properties. It is extremely difficult to reorder the labels in the Export dialog. It requires removing them all and then adding them 1 by 1.
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"Omit Summary Items" should omit summary Line Items for Tabular Exports
Description of the enhancement: An Export with radio buttons "All Line Items" and "Omit Summary Items" selected results in Summary Line Items not being omitted. The "right" behaviour should be that Summary Line Items are omitted, or that a radio button with "Omit Summary Line Items" exists. Use case: 1) Exporting data from…
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Improve Process Completed dialog box to highlight any errors
Description of the enhancement required: I am experiencing an issue for Non- Workspace Admin users performing an upload process. After running the process the dialog box reports Process Completed Success but upon reviewing View Details you can see there were errors. This is an issue for users who do not know that some of…
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Anaplan Model Back Up Automation -[Copy and Archive] process
Considering that the Copy & Archive feature under Manage Models in Anaplan can copy and archive a model without impacting storage size limits. How can I implement an automated daily backup solution for Anaplan model data, given that there is currently no in-built scheduling feature for the Copy & Archive ? My clients…