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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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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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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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Provide detailed log on cloudworks
As an integration admin, it woulf be very useful to be able to get (through api or the ui) a log detail of the last cloufworks run for a given integration. This is necessary as the current error messages are a bit cryptic to understand like "process failed"
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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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NEW UX - Export Boards as PDFs process
Hi Anaplan, It would be great if the NEW UX had the capability to export boards as PDFs for reporting. Many customer are asking for this as they have previously created many reports using this in the OLD UX so would like to see the functionality in the NEW UX. Thanks, Usman
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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…
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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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Automate actions that run the Anaplan Optimizer with Anaplan Connect, Cloudwork and the Anaplan API.
Until today, actions that run the Anaplan Optimizer are not supported by Anaplan Connect, CloudWorks and the Anaplan API. Because of that, it is not possible to put any processes that include the optimizer on schedule. This is blocking a number of use cases that could add value to our client.
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Snapshot Current System time function
Currently there is no current date/time function in Anaplan. After talking with developer from engineering group, we understand that one of the challenges to implement this is that Anaplan is "moment of time" system, if you have a formula reference Current time, then it would be only true for that moment, what happen if…
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Fix ability to use zip files in Cloudworks and UX
While using import actions in UX and Cloudworks I discovered with the help of Anaplan support that zip files cannot be used except through the backend and old UX. We would like to have the possibility for Anaplan to use zip files in UX and Cloudworks as it is indicated in the Planuals best practices. This is required to…
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Add Minutes to trigger frequency in Cloudworks
Suggest to add minutes to trigger frequency Currently in trigger frequency in scheduling window there is no option to select minutes, This can be extremely beneficial and can add more flexibility to scheduling tool As example 1. During active forecast and budget time data constantly needs to be imported & exported 2.…
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Allow user to choose time format on exports
When exporting, different scenarios will give you a different format for time. This would be an option within the Export dialog, similar to how you select the date format when importing a file. Specifically, exporting with two dimensions on columns will give you the date format MMM YY. This can cause issues in other…
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Warning when attempting to change a saved view used by an action
No small amount of problems have been caused in our model by someone unknowingly altering a saved view that is used by an import action. It seems reasonable to me to tell the builder who is about to delete, or overwrite a saved view that is used by an action so they can make a decision to proceed or not. Ideally, it would…
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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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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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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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Incorporate daylight savings in Cloudworks time zones
Now if I select London time zone in Cloudworks schedule, it will not automatically change the time in accordance with daylight savings in UK, forcing us to adjust the schedule manually. The same goes for other countries with daylight savings. It would be great, if daylight savings were added to Cloudworks schedule time…
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Schedule automated Anaplan notifications
As a Page Builder/Integration Administrator, I'd like to be able to schedule Anaplan native UX notifications. This would allow me to send native (instead of email) notifications to a set of users (hard-coded or lineitem-driven) about a predefined page. I'd like to be able to have different scheduling options, each being at…