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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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Add Bulk Copy to action list to be added in process chain.
Hi there, Current limitations with the version dimension mean we are not able to select Version as a list formatted line item (there is a separate ticket with community support on this topic). Because of that, we are forced to do a number of data moves using custom version lists, list subsets, and collect statements to…
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Uploads in .pdf/.jpg format (instead of URL)
It would be better if Anaplan facilitated uploading of documents in .pdf/ .jpg format , instead of using URL because not all documents are readily available on the web. Some of them might be scanned copies of confidential papers and cannot be posted on the web (to create a URL) without using a third party software/ app.
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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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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…
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Ability to see in blueprint mode if line items are mapped in an import
Description of the enhancement required: Add an "import from" column and "import to" column in modules to identify where a line item's values are coming from. An example of the enhancement: Once mapped to a source in an import action, a field would display the action that the line item is part of. How would it help their…
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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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Log exports in the model history
Description of the enhancement required: Customer wants to capture the export information also to be captured in the history log. Currently, only import information is available. A story for why you want the enhancement: For the customer, apart from imports that are scheduled , if a user clicks on export they want that…
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The source object name column needs to be wider
Description of the enhancement: You can't see all the Source Object Name in Settings --> actions --> Import data Sources. The source object name column needs to be wider OR the columns should utilise the tool tips as they do for the Imports Column see screenshot
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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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Ability to resize columns in IMPORTS & IMPORT DATA SOURCES
Description of the enhancement required: To get workspace more user friendly for models developers. I know that I can copy-paste to excel and read all hidden letters / words. An example of the enhancement: Step 1 click right mouse buton (choose "Column settings") Step 2 confirm column width and get better view (small…
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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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Enhanced Messaging for Ignored Items in Import
Description of the enhancement required: Improve the messaging around why things are ignored so that there is a full breakdown of the successes, ignores, and failures in an import. An example of the enhancement: This could be full messaging upon completion of an import regarding the ignores. For example, it could be a…
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Export History in Non .txt Format
Description of the enhancement: Ability to export history in a format other than .txt. An example of the enhancement: .xls format available for History export
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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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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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Import mapping should update if a line item is renamed
On a model to model, module to module import if the name of any of the below changes the import will still import into that line item as it was set up: -the target model -the source model -the target module -the source module -the target line item If: -the source line item is renamed then the import will not import that…
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Export from Dashboard based on Current View (in synch rows)
I want to have a saved export assigned to a button on the dashboard so that users can easily export the same view that they are looking at
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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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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 include a timestamp on exported XLS files
Description of the enhancement required: Date Time Stamp as data field in the exported file (accurate to DDMMYYYY HHMMSS) An example of the enhancement: Formula which captures the current system time at time of export would be highly appreciated. How would it help the business process: The customer server would be able to…
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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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Export module with comma as decimal separator
Requesting an enhancement to be able to export to file with comma's as the decimal delimiter. At the minute the export is not using the Number format options of the line items. So if I set my line item format to have Comma as the decimal separator, the export ignores it. If there's an Import option to do this, shouldn't…