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Ability to disable Update notifications in Excel/PPT Add-Ins
Description of the enhancement required: Allow disabling of Update notification in Excel/PPT Add-Ins. An example of the enhancement: An Administrator could determine whether End Users should receive the Update notification in the Excel/PPT Add-In. A story for why they want the enhancement, (how would it help their business…
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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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Ability to export values as formatted for .CSV
As a user, I need to be able to export data in the format I have set instead of a standardised format when exporting as .CSV. For example, I want to be able to export * Large numbers - The option to export "1,000,000,000,000" rather than "1.0E12" * Small numbers - The option to export "0.00001" rather than "1.0E-5" My data…
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'Last run' column in Settings>Actions>Imports grid
Description of the enhancement required: Imports and Import data source tabs were added with the recent Anaplan release. We would like to be able to view the date the last import is run in say another column. An example of the enhancement: Column field next to the import action that shows the date. How would it…
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Work with Microsoft to make an Anaplan - PowerBI connector
It would be great to have a Anaplan connector in PowerBI (same idea as Excel and PowerPoint connectors), to have a live interfacing of data.
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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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Condition-Based Trigger for Email Reporting
The current MAILTO function requires clicking the cell in order for an email to be generated. It would be very helpful if this click action occurs automatically only if a certain logical condition is met. For example, if the sum of all sales from last week reaches a certain threshold or is below a certain threshold, the…
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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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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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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 change switch models in the excel add in
moment when you set up an spreadsheet reports pack via the excel add in you select a model to work from and are not able to change this. I would like to be able to change the model you look up to without having to rebuild the reports pack. We have a medium sized reports pack that works in the excel add in taking a lot of…
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New Filter Option: "Absolute Value" and "In Between" Filter
It would be very helpful to have a filter option added that allows a user to filter on absolute value as well as to filter by defining a top and bottom range that returns amounts in between the range. Currently, we have built line items as a work around, but these tend to take a lot of space. This functionality should be…
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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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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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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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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 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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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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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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API: GET the data in a chunk in JSON format
Description: Enhancement request for Export API: Download file (sample URL below) to output data in JSON format Example of enhancement: GET https://api.anaplan.com/major/minor/workspaces/workspaceID/models/modelID/files/fileID/chunks/chunkID Benefit/impact: Anaplan Connect does not have the Export (direct) into Oracle…
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Able to use the row id number as unique identifier when import a file
It would be really useful if the row id number ("Line #") would be available as additional column when import a csv file or from any other external source. When import files in Anaplan, usually the first step is to import the file into a numbered list where the file columns are transformed in numbered list properties. To…
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On an import have the ability to Ignore All
Currently when manually mapping fields in an import there is the option to Match, Ignore and Clear All. It is often the case that it would be easier to set the import to Ignore All and then to match only specific fields on an exception basis. The current requirement of clicking each field in the import you wish to Ignore…
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Creating Imports: Search for Saved View, Module, or List
When creating import actions that connect to lists, modules, or saved views within Anaplan models, it would be useful to have a “Search” button to assist in locating the list/module/saved view the model builder needs to select. This search feature is incorporated into other parts of Anaplan and, should it be added to the…
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Access to source views on saved exports
When an export is created and saved, from a saved view, it does not indicate the source of that export (only the source module). It will be very useful, when an export is created from a saved view, to have it recorded in Anaplan, in the same way as the Imports are recorded their source view.
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Recognise zeroes and blanks as different data inputs when using number formatting
Can we add a number formatting option (text fomatting causes issues for our users) with a default for the cell of blank (if blank then the cell is ignored) and then if a zero is input it is treated as a number. For example - the default calculation for sales volume generates 50 for January 2018, there is an "override" line…
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Default Import Setting
It would be great if the 'Default File' setting when you import a csv into a module could be automatically set to 'Admins Only' or 'Everyone' instead of 'No (keep private)'. Our company uses an ETL tool to load data into models and if that setting is not changed then it causes errors and we end up with data that is not…
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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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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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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