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Excel Add-in Data sync to generate Log in Anaplan History
Anaplan to generate detailed log of Excel add-in sync in history. A cell level change log as we see for any Anaplan cell in any of the modules.Ex: 1. Value of one cell in excel add-in got change from 1000 to 80. 2. We do refresh and sync data. 3. Anaplan generates a log in history for this line item value against that cell…
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Dashboard Export All Hierarchies
I want to export as PDF a dashboard for each Hierarchy within my Org without having to do it one at a time
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Show Created/Updated Items in Imports
Would be extremely useful for testing and user feedback to show which items were created/updated in the import dialogue. If the import was successful, Anaplan only displays the number of created/updated items. A preview of the created/updated items would add clarity. If thousands of items were created/updated then Anaplan…
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Saved View Categorization and Priority Sorting, Including both Auto and Manual Options
Saved Views are a critical feature for most Anaplan models. The key issue I have with using and managing Saved Views is that, they can vary drastically in terms of importance. Below are two examples of Saved Views: * A Saved View could represent a key, filtered definition within a module that dictates how your entire…
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'Used in Dashboards' and 'Used in Action/Import' for SAVED VIEWS
When performing model clean-up's OR revising actions / New UX dashboards, it would REALLY helpful to have a view within the model settings area to review the full list of SAVED views along with the following key information; * 'Used in Dashboards' * 'Used in Actions/Processes' * 'Used in New UX Dashboards'
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Selecting Levels in Excel Add-In
Hello everyone, When using the Excel Add-In, we find many advantages such as overall better selection/filters for line items and dimensions in the Pivot & Filter section, however a major drawback of using the add-in here is that we cannot select levels like in the browser. Unless I haven't found how to do it properly,…
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combination of properties import code creation
Anyone who has imported on a combination of properties into a list will understand the frustrations that can arise. For me there are two specific frustrations that i can think of a simple solution to. The problems: 1. Importing into a list using a combination of properties ALWAYS creates a new list member even if the same…
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Add custom Text Prompt or Dialog Box to Actions
In the new UX, I would love to have the ability to add custom text to the dialog box for imports and other actions, or add a confirmation prompt. For example, "warning: running this submit process will make all entries final and prevent further editing".
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Excel add-in German Localisation
As an end user I would like the Excel add-in to be localised for the Standard German language.
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Update Target Object of Import Actions
Hi, It would be nice to have the ability to update the Target Object of and Import Action to a module or list with similar/identical definitions vs creating new actions from scratch. We have come across instances when building out a model we determine that an already created Import Action needs to have the source data…
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Bulk Copy - Scheduling
We all know how useful Bulk Copy is - When the data across the model needs to be moved from one version to another or from one list item to another list item Bulk Copy plays the pivotal role. WS admin has to perform this task manually all the time as per the need. Can we have an action created when WS Admin runs the Bulk…
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Set default file to everyone
Would be really handy if Anaplan did either one of the following actions for import data sources: * Set the default file type as everyone or; * Permanently saves files regardless of default file type selected. This would really assist in debugging and remapping import files.
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Have a timestamp on when an action or process was last ran
It would be great to have Anaplan built in functionality to tell a user when an action or process was last ran. This would be extremely helpful in identifing forecast locking, data loads, etc.
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Translation of time list for views and exports
Recently I've been working on an implementation of Anaplan to a non-english speaking customer (portuguese in my case). As part of that journey I was very pleased with the fact that in the data imports Anaplan can translate time from different excel languages into the standard time list - in other words months in Excel…
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Copy Paste Formatting into other Tools (Excel)
Description: Much like this example, Anaplan formats in odd and weird ways when moving into Excel. Numbers being copied pasted into excel should retain a numbered format instead of scientific notation when pasted into Excel. Example of Enhancement: Values copied from Anaplan have a format attached to the value in the…
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Allow process to continue after action failure
As we schedule more processes via Hyperconnect where end users are not triggering themselves, we need to allow for processes to continue even upon an action failure. Perhaps allowing users to choose when creating the process whether or not they'd like the process to continue even if an action fails would be great. Just…
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Display Action Notes on the Pop-Up Message, before a Process/Action is Run
In the Actions menu, all processes and actions has a text based "Notes" section. Being very upfront, I honestly didn't even know this section existed until about a few months ago, but I definitely think it can be further leveraged. It would be great if these notes could appear every time, next to your action, before you…
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Prompt for Import Data Source name and Import Action name
Something that would considerably help with building cleaner models would be if users could enter names for import data sources and import actions during the import dialogue. This would prompt model builders to assign a considered name, and substantially help to identify import data sources and import actions after the…
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Improve time period imports for CSVs
The standard excel format for Month-Year is MMM-YY. I.e. if a user types Jan 20, excel will convert this to a numeric value and display Jan-20. Anaplan does not recognise this as a valid time period when importing. As this is the default excel format, it would be great if Anaplan could recongise this correctly. Rather than…
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Anaplan Excel Add-In ( Reset Format)
Anaplan Excel Add-In 3.3 (Read/Write Query) Ability to reset any formatting as currently any changes made to Excel, Anaplan tries to over lay the difference than try to wipe out changes and replace with default view. Currently, we have the reset option in Dashboard, need the same in Excel.