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Ability to import from subsidiary view with one dimension or from module without dimensions
Description: Being an Anaplan Builder, I would like to be able to perform imports from subsidiary view with one dimension and from modules without dimensions. Example of Enhancement: Working with different models, it is sometimes required to perform and import from line item without dimensions or with only one, but being…
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Excel Add-In model view
Currently when creating a new connection from Excel Add-In, The wizard picks up all modules that are available to Read, Read/Write for the end user. We want to limit the modules that are shown in this dialog without having to remove the 'Read' permissions. can we either add something like 'invisible in Excel' in the 'Roles…
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Outlook connector for Anaplan to sync schedules for meeting invites and activities from workflow
Hi Anaplan, I believe a great development for the platform would be to have a native connector that links to Outlook or other schedule planning applications. This would allow users to sync their meeting and calendar invites and also sync workflow messages and requests directly with Outlook. This would mean in the most used…
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Define import name while creating import
When I am creating a new Import Action, I would find it beneficial to define the name of that Import when I am setting it up for the first time. Today I have to go back into my Import list and rename after the import has been established. By defining the name while I set up the import, it would alleviate the need to…
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See mappings for file imports
Hello, I constantly run into the same issue and I'm hoping that someone can help suggest a solution. When I create an action that imports from a csv file into a list or module, I always find it difficult to re-open up that import action and revise (or just view) the mapping that was previously created. Instead, I have to…
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Option to delete multiple saved view in one delete action
Hi Anaplan Team and community members, I think It would be great if we have a option to delete multiple saved view in a module in one action. Currently I am having a module with 321 saved view out of which I have to delete 167 views one by one which is consuming a lot of time. With a multiple select and delete option ,…
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Option to ignore duplicates during import action
We have import actions to lists where we have and expect duplicates. We receive the ‘Another row has been processed with this key’ error because we are loading list items that already exist. Given the way we are processing the data, this error is unavoidable. Our automation saves all the error logs and due to these…
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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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Create a PDF/PPT Template in New UX to allow customers to create dashboards for exports
Let users create specific dashboards for PPT presentations or PDFs. Doesn't need to be a new board/worksheet, just a specific report that generates and export
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Import User List into the model in Deployed Status
Being an Anaplan admin, I would to be able to upload User List into the model in Deployed Status following general approach of imports from files (with ability to upload .csv file). Currently, the only way to do it is to check the import in the system as "Production Data", re-upload source file directly in production model…
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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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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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Powerpoint Add-in: Simplify option to update specific graph/table
Description of the enhancement required: In powerpoint add-in* REFRESH button it would be great to have option to select which graph or table to be updated rather than update all. Because if I want to update only one graph it is tedious to go through edit components. An example of the enhancement: Right click on the…
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Ability to rename a version without breaking the import mapping
When performing a module to module import from the same model, if a version which is used as the source of an import is renamed, both the old and new version names will be listed as source items. The import will display a successful import message, but the number of rows Updated/Ignored/Failed will be empty and the module…
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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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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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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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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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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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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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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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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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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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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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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…