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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 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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Option to select a file when importing into users
As per email from Anaplan Support: Currently, for an action uploading data into a Users list, the file is not able to be selected at the start of the action. This file would need to be changed manually in the actions menu by going to Import Data Sources and choose new source. Then pick the file with the same exact name as…
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Export only current page selection
Description: As a model builder, I want to give users the ability to efficiently export their dashboard grids. Currently, when you save an export definition on the "Current Page", this current page does not change when the export action is published to a dashboard based on that dashboard's page selectors. Example of the…
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Multiple JDBC queries in one configuration file
For a customer I use directly SQL scripts that are used in Anaplan connect (1.3.3.3). These SQL scripts connect directly to the ERP system. Now with the change of Anaplan connect 1.4, you must use a JDBC propertie file which can only holds one query. At this point of time I have 170 SQL scripts that looks to 6 different…
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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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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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New workflow dashboards: auto-refresh when launching actions
In a standard dashboard data within are automatically refresh when a process/action is run. If you are loading data from a txt or from another module the user see that data are changing at the end of the action. With the new workflow this is not happening and, from an user stanpoint, this generate confusion and the need to…
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Reject Entire Import
For both lists and modules, it would be nice to have an option to reject an entire import if any errors are present. A similar feature already exists for lists that allows us to reject imports on the basis of duplicate line identifiers, but expanding this to reject the import if any errors exist would be extremely helpful.…
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Smart Sheet Add-In
Hi Anaplan, It would be great if Anaplan developed a Smart Sheet Add-In. This is a great alternative to presenting data in excel due to browser based flexibility and functionality of Smart Sheet. Thanks, Usman
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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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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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Automatic unique codes for nonumbered lists
A unique identifier is required for items in a non-numbered list. There shouldn't be an option to edit it even by administrators (analogue of #-code in numbered lists) An example of the enhancement: Add another system property called for example (system code) and make it noneditable but accessible through formulas and…
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master data list synchronization between models
Master data lists needs often be synchronized between the Data Hub and spoke models. At the moment we do this as follows (for incremental loads): In the spoke model: 1. Set the property 'in use' of all list items on FALSE 2. Load in the data from Data Hub to your spoke model (incl. the TRUE flag for 'in use' property). 3.…
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Add a "CREATE" action in a process
Dear Team, I think it would be very helpful to have the possibility to add a "CREATE" action in a process, It will help to push default values by default in list properties or line items Thank you
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Import period format to Time Periods or Date formatted line items
As we drive to remove Text from our models, dealing with Dates is troublesome. When mapping files to Time Periods in modules, we can choose periods and define the format. For example, in my file I have YYYYMM. However, when I am trying to bring this data into a formatted list I do not have this choice. Even when formatting…
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Being able to copy a cell with lines of text separated by a line break from Anaplan to Excel
Posting on behalf of Thales Example: Car 1 and Car 2 are separated by a line break When copying the above cell to Excel, we get: It creates two cells. To keep the text in one cell, the current workaround is to use a space instead of a line break in Anaplan, but for some users, it is easier to separate two distinct elements…
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Add Search Field
Add a search field when setting up an import source from another Anaplan model. Currently, we have to scroll to look for the desired list, module, or saved view.
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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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API usage on Users tab
Description of the enhancement required: 1. API : ability to delete users from a workspace via api. 2. API :ability to create users to a workspace via api. A story for why you want the enhancement: The process of searching for users, clicking their names, and clicking delete is very tedious.