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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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Increase limit of row field when pivoting
It would be really helpful for myself and colleagues if more than just three items could be dragged into the row field whilst pivoting a module. This would also be really helpful for zero suppression on Anaplan exports as well as saving the need to manipulate Anaplan exports in Power Query (or similar data transformation…
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Ability to mask or sanitize all of the Production Data within a model
I would like to be able to easily mask all Production Data within a model. Currently, this involves a lot of manual effort. For example, replacing all names with fake names, and all numbers with fake numbers. Being able to do this is useful for a couple of different purposes: * If I need to have Anaplan Support take a copy…
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Google Sheets Add-on: Send formula driven figures back to Anaplan
The idea would be to receive information from Anaplan, have the ability to update the information using editable inputs (e.g increase sales forecast by 10%) and then send the result (of Anaplan data * 10%) back to the Anaplan module.
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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 the ability to make external REST API calls from within Anaplan
We should be able to trigger external APIs from Anaplan models so that we can build integrations between Anaplan and other systems and allow the Anaplan users to trigger them when they know the data is ready.
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Set .xlsx as the default format when extracting data from Anaplan
It is great that now we are able to export data in xlsx format. Thanks Anaplan Team! It would be helpful to have xlsx as the default format when manually exporting data from the system. Current default format is .xls.
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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 import line item format into blue print view
The ability to import line items format while importing blueprints would be really helpful. Currently, I've set up an automated process to import newly created line items from one module into another module on a daily basis. However, I am still required to check the module frequently for new line items imported in order…
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Bulk Copy over a selection of two or more dimensions
Dear all, Would be great to bulk copy data on a certain combination of dimensions: For example to copy the data of one Store to a specific other store but just for a selection of months and a specific version. And make it possible to create an action out of it; it would allow end-users to pre-populate a new Product, Store,…
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Bulk Copy On Items Within Modules and Bulk Copy Actions On Dashboards
Hi Anaplan, Currently the ability to 'Bulk Copy' of data only exists a list items data to be copied to another list item across the entire model. My idea is to have the ability to 'Bulk Copy' but only within a module from a list item to another list item within that model. Meaning that the data being copied only happens…
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Export User Access with Display Names of Selective Access Lists (if Numbered)
If in the system Selective Access is set to Numbered List, when you export User Access list, all items are shown as #NAME instead of display name. Currently, on quarter basis we are preparing current user access lists to provide to responsible people. An it takes a lot of time to manually replace #NAMES with Display one,…
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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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Allow for multiple list items in user selective access when importing from a module into users
We use imports to update our user list with selective access, but cannot do this when one user can have multiple access, e.g. access to multiple countries in a list, because the line item in the module has to be dimensionned by the list itself and in the list we can only select one item. Alternatively we may run the action…
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Enhancement to existing Bulk API for Import Metadata
There is an existing bulk API endpoint that allows workspace admins to retrieve the full list of Import actions from a given model. This endpoint is in the format: https://api.anaplan.com/2/0/models/{{mdlID}}/imports/ where {{mdlID}} is the model GUID. This returns a JSON response, which contains an object called "imports"…
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Excel Add-in: Send and Refresh multiple sheets at once
Hi, I have an Excel workbook to input data into Anaplan. This workbook consists of over 10 sheets connecting to different Anaplan modules. It would be great if we can send and refresh multiple sheets at once as "Refresh Multiple Connections" functionality. I believe this "Send and Refresh Multiple Connections"…
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Show/hide data labels for end users on a chart card
It could be great if end users can have the choice to show/hide data labels on a chart cards, or as an option for export. we think it's more ergonomic to hide them on a board and display the tooltips. However, this poses a problem when a user wants to export the chart card because he does not have this option.
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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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Export - Data Source
Hi Community, I am thinking that would be very beneficial for model builders to have the possibility to view Data Sources for Export Definitions. For the large models with lots of external integrations and different export actions is pretty difficult to follow the source of a particular export if you can have dozens of…
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Importing data directly from another Anaplan module
When a user is attempting to import data directly from another Anaplan module, they need to be able to use an identifier (code or link vs. the display name of the field) to ‘connect’ the records. For example: When a user exports from a ‘source’ Anaplan module, the user has the ability to export the ‘code’ or ‘list link…
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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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API call to determine if a model is currently busy
As a data integration owner, I want to be able to check if a model is locked/busy running a process before I initiate a new process, so that I can avoid running excessive processes and have smoother orchestration between my calls. I'll know this is successful when there is an API call when I can submit a model guid and get…
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Ability to change Pivot in Google Sheets Add-on
The Google Sheets add-on doesn't let us change the dimensions in the Pivot when setting up the connection, unlike the Excel add-in. We need to create custom views in the model to be able to pull the data in the format we want. This is a big deterrent towards adoption of the Google Sheets add-in and restricts the…
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Use Gregorian calendar week numbers instead of fiscal week numbers
Hello community, Currently Anaplan uses its own week numbering to determine the week number. When fiscal period is different from jan-dec, then week numbers do not match at all with calendar week numbers as defined in ISO 8601. This makes it very confusing for users to adapt to these new week numbers, especially when users…
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Ability to automate exports to PDF
As a model builder I want specific export to PDF to be saved in the list of exports so that a process can be created to group them together and run specific export to PDFs from dashboards in one go. I will know this is successful when I will be able to create a process and group a series of PDF exports together, which can…
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Export line item codes
Description of the enhancement: To be able to export the line item codes instead of only the line item name. Description of business use: I have a financial statement report module where I have accounts as line items. This is because some of the accounts are calculated. We have a need to export this module with account…
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Ability to Import via .CSV non-US formatted dates
Looking for an enhancement to allow non-US users that don't use US formatted systems to be able to upload .CSV files that contain dates. Currently any non-US formatted files will cause an incorrect date to be populated without any errors or notifications.
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Personal Export Settings
We've always used the standard Excel format as that was top of the list, now you've changed it to csv with the release 14/05/22; however, csv doesn't keep the formatting so we had formulas that failed in other Excel workbooks when we pasted the Anaplan export in. It's resolved by the user changing the export format to…
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Excel Add-In: Possibility to display name or code for list members
I would like to have the possibility to extract different attributes for a list member in the worksheet via Excel Add-In (rather than just the name), in the same way the direct export from Anaplan allows: display name, code, parent, etc. Few examples where I find this functionality useful: reconciliation process after a…
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Clear an entire module
Scenario: If I am importing data into a module and a line item no longer exists in the source file, the Clear Before Import will not clear that line item as it will only clear line items that are coming in from the file. This can lead to numbers being off. Current workaround: Create a duplicate module that is filled with…