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Unable to open several workbooks with same connection
I have recently been testing v4 of the Add-in. We are current using v3.3. I am unable to work on several workbooks that have the same connection/model at the same time. V3.3 allows for several workbooks to be opened at the same time. I would point to several systems that allow for this, namely, Smartview (Oracle) and BW…
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Ability to export in .xml format
Description of Enhancement: Customer would like to have an option to export data to XML format. To provide more clarification, could you please explain how you hope the enhancement would assist in your business process(es)?: We have a need to be able to export data to this format so it can be imported to Workday for the…
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Allow export to XLSX
I want Anaplan to allow me to export to the XLSX file-type rather than just XLS or CSV. XLS can't stand up to the amount of data I want to export. CSV is not sufficient for what I need it for
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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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AM365: Backgrounds on cards (from Management Reports to Microsoft PowerPoint
As of December 2023, when using Anaplan for Microsoft 365 (AM365) we have an unattractive limitation when importing grids/graphs from Anaplan Management Reports to PowerPoint. There is no possibility to respect the Anaplan background color upon importing into PowerPoint. This point was raised by one customer who shared the…
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Dropdown menu in Excel AddIn
Hello, We currently have a dropdown menu in the line items when selecting items from a list - as per image below: However, when we create the connection with Excel, there is no dropdown nor anyway of knowing the names of the list which have to be manually inputted - please see image below: Is there any way of giving the…
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Selective slide exporting from Management Reports
It would be great to be able to select specific slides to export when export management reports to PDF. Currently the system automatically exports all slides and you can't deselect any if you don't want to include them in the report pack.
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Conversion to V4 - copy of older version is not made on Onedrive
To upgrade to V4, workbooks that are created in lower versions have to be converted. On conversion, a copy of the older version is supposed to be made. This works on a local drive but it does not work on OneDrive. As most of our files are on OneDrive, this will not work in our business operating environment. We will not…
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Excel Add-in 4.0 - Make Clone function be able to clone a tab into another workbook
Hi, I would like to suggest adding additional functionality to the Clone button. It would be helpful to be able to clone a tab and all of its formatting (or at least the tab's connection and connection settings) to a new tab in another Excel workbook and/or to a new tab in a brand new workbook to be opened. Thanks,
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Google Sheets/Google Slides Add In
My team at AdRoll along with many other customers that I know of spend countless man hours every month/quarter exporting our Anaplan dashboards into google sheets and then into google slides just to get data in front of our ELT. I have seen this in this forum before which I believe speaks to the level of impact it would…
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Anaplan Excel Add-in : Combination of versions 2.6, 3.0 and 3.1 in one future version
We are using Anaplan EXCEL Add-in version 2.6 because of its two-way data transfer concept. Unfortunately the later versions 3.0 and 3.1 are one-way Add-ins (no refresh-function). Our idea: Later EXCEL Add-ins should include at least the features of former add-ins in order to not be forced to run all Anaplan EXCEL Add-in…
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Excel Add-in Copy Excel Tab to Duplicate Query
Allow for the capability to copy an Excel tab containing the Anaplan Excel Add-In defined in that tab and duplicate in a new Excel tab. This will reduce having to completely setup a new view if exactly the same as the existing tab.
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Integration with Google Docs
Google docs integration with Anaplan as we use Google docs like Excel.
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Allow SSO Users to run cross Workspaces Imports with Anaplan Connect
Hello, It would be useful to allow accounts with Single Sign On activated to run Cross Workspaces Imports via Anaplan Connect. At the moment, only Exception Users (no SSO) can run these Imports, which is not in line with recommendations from our Internal Audit team. Thank you
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Anaplan Excel Add-in Prerequisites
I wanted to share an uncommunicated prerequisite for the Anaplan Excel Add-in 4.x series. Reading through prerequisites, the documentation explicitly indicates certain items that are not natively part of an operating system, like the version of MS Office or the supporting technologies of .NET 4.7.2 and Visual Studio Tools…
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Excel Add-in: refresh all connections in a workbook at once
Hi It would be great if you could refresh all connections at once in one excel workbook. Currently, each sheet has to be done manually. In some of our excels we use for reporting, I have 15-20 sheets as currently you can only have 1 connection / 1 sheet. This would help a lot in efficiency. Thanks Kinga
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Excel Add-in: Clone Workbook button
Currently on the Excel Add-in I am able to clone worksheets. I would like to have the ability to clone an entire workbook or multiple copies of a single sheet rather than doing this 1 sheet at a time. Why? * Currently the Excel Add-in does not allow for copied workbooks to be opened simultaneously * This will facilitate…
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Ability to modify the SSO URL in powerpoint/excel add-in
It would be nice if within the Powerpoint/excel add-in, you could modify the SSO URL without having to uninstall and re-install the software. If a user is having issues logging in, it would be easy to check the SSO url, and modify it if they put in the wrong information. Sometrimes IT has to be involved with installing…
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Add-Ins - Quickly Edit/Amend connections
As a model builder/user I would like to be able to quickly amend my connections so that they can easily be re-pointed to different Workspaces and Models. I will know that this is successful when I will be able to quickly change my connections and re-point to different workspace and models, perhaps with a functionality…
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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 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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Excel Add-in: remove 1m cell limitation
Hi, Anaplan connection to MS Excel is limited to 1mil cells only. This considerably limits as to what we can do with auto update of data straight from Anaplan to MS Excel. Removing the ceiling on cell count will really boost the efficiency for data analysis. At the moment, users have to either reduce the selection by…
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Excel Add In 3.2 Last Refresh cell
In Excel Addin 3.2, the 'Last Refresh' cell has been moved, adding a new row before the data compared to 3.0. There should be an option to keep the old format. This will allow users to upgrade from 3.0 to 3.2 where they have many formulas referencing data in a row which would be moved.
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Excel Add in 3.2 name range format
In Excel Addin 3.2, the name ranges have changed names compared to 3.0, adding a connection guid to the end. There should be an option to keep the old format This will allow users to upgrade from 3.0 to 3.2 where they have formulas referencing name ranges
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Ability to avoid refreshing deleted rows/columns in Excel
Description of the enhancement required: option to not refresh the full view in Excel add-in An example of the enhancement: If you delete a column or row, don’t re-add that row/column when refreshing A story for why you want the enhancement (How would it help your business process?): custom view’s can be created in Excel…
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Adding to a dimension in anaplan being dynamically reflected in the view for Excel add-in
Description of the enhancement required: Excel add-in be dynamic for changes in the Anaplan view. An example of the enhancement: adding to a dimension in anaplan being dynamically reflected in the view for Excel add-in. A story for why you want the enhancement, (how would it help your business process): The Excel add-in…
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Overlapping text on /model-building/
Each time users change a page (via Select Pages) Anaplan’s excel plug-in creates a new tab. Use case: When a new month comes along, they would rather just select a new month via Select Pages and update the current sheet. Similarly to switch Versions a new sheet shouldn't be created. This is so that they don't lose their…
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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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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.