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Dropdown menu in Excel AddIn
Hello, We currently have a dropdown menu in the line items when selecting items from a list - as per image below: However, when we create the connection with Excel, there is no dropdown nor anyway of knowing the names of the list which have to be manually inputted - please see image below: Is there any way of giving the…
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Selective slide exporting from Management Reports
It would be great to be able to select specific slides to export when export management reports to PDF. Currently the system automatically exports all slides and you can't deselect any if you don't want to include them in the report pack.
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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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Conversion to V4 - copy of older version is not made on Onedrive
To upgrade to V4, workbooks that are created in lower versions have to be converted. On conversion, a copy of the older version is supposed to be made. This works on a local drive but it does not work on OneDrive. As most of our files are on OneDrive, this will not work in our business operating environment. We will not…
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Unable to open several workbooks with same connection
I have recently been testing v4 of the Add-in. We are current using v3.3. I am unable to work on several workbooks that have the same connection/model at the same time. V3.3 allows for several workbooks to be opened at the same time. I would point to several systems that allow for this, namely, Smartview (Oracle) and BW…
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CloudWorks - Possiblity to launch processes without being necessary to choose Datasource or Target
As Model Builder/ Data Integration specialist I would like to be allowed to create a Process in CloudWorks even it is not chosen a Datasource or Target. CloudWorks could be very useful tool to schedule data integrations between Anaplan models. Currently, this is not allowed and it is received the error: "Connection and…
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Anaplan Excel Add-in Prerequisites
I wanted to share an uncommunicated prerequisite for the Anaplan Excel Add-in 4.x series. Reading through prerequisites, the documentation explicitly indicates certain items that are not natively part of an operating system, like the version of MS Office or the supporting technologies of .NET 4.7.2 and Visual Studio Tools…
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Google Sheets Add-on: remove connection owner limitation
Currently only the one person who sets up the google sheet connection to Anaplan can refresh the sheets. It will be much better since we are a team and sometimes don't want to just rely on one person to refresh the connection. Or if the person needs to take vacation, then no one can refresh the connection other than to…
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Excel Add-in: refresh all connections in a workbook at once
Hi It would be great if you could refresh all connections at once in one excel workbook. Currently, each sheet has to be done manually. In some of our excels we use for reporting, I have 15-20 sheets as currently you can only have 1 connection / 1 sheet. This would help a lot in efficiency. Thanks Kinga
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Excel Add-in: Clone Workbook button
Currently on the Excel Add-in I am able to clone worksheets. I would like to have the ability to clone an entire workbook or multiple copies of a single sheet rather than doing this 1 sheet at a time. Why? * Currently the Excel Add-in does not allow for copied workbooks to be opened simultaneously * This will facilitate…
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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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Excel Add-in 4.0 - Make Clone function be able to clone a tab into another workbook
Hi, I would like to suggest adding additional functionality to the Clone button. It would be helpful to be able to clone a tab and all of its formatting (or at least the tab's connection and connection settings) to a new tab in another Excel workbook and/or to a new tab in a brand new workbook to be opened. Thanks,
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Excel Add-in: Filtering options
Hi, The Pivot & Filter's Filter dropdown functionality does not operate how most people (generalizing) are used to dropdowns working in hierarchical list . Please see screenshots below. Here I have regions, manager names, apartment properties, and floorplans coming from anaplan in a hierarchy. When I uncheck an item at a…
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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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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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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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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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Excel Add-in: remove 1m cell limitation
Hi, Anaplan connection to MS Excel is limited to 1mil cells only. This considerably limits as to what we can do with auto update of data straight from Anaplan to MS Excel. Removing the ceiling on cell count will really boost the efficiency for data analysis. At the moment, users have to either reduce the selection by…
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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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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 3.2: increase cell extract count
In the current version of the Excel Add-in, it is not possible to create a connection to a saved view or module with a total cell count of the dimensions (rows x columns) greater than 1 million. Any saved views with hidden line items or filters applied will not have an effect on the view size and will therefore not…
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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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Google Sheets/Google Slides Add In
My team at AdRoll along with many other customers that I know of spend countless man hours every month/quarter exporting our Anaplan dashboards into google sheets and then into google slides just to get data in front of our ELT. I have seen this in this forum before which I believe speaks to the level of impact it would…
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Excel Add-in for Mac
Some of our clients use Mac computers and it would be great if you could develop excel add-in for Mac OS too!
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Import: add "Ignore All Unmapped" option with manual mapping
currently w/ manual importing Match or Ignore are the only options for assign/ignore an item. It would be huge time-saving for Admins to add "ignore all" option so all unmapped can just be skipped. IRL example, source have 400 accounts and target only need use 20 of them. it's very time consuming to click "ignore" for the…
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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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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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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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Action/Process Run History
There currently isn’t a way to find out when an action or a process was last run. There is also not a way to see when the last time that a file was uploaded. We would like to Anaplan to capture the last time each one of these actions, processes, or data uploads occurred.
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Remove 10 million item limit from the ISFIRSTOCCURRENCE function
Brief description of the idea Remove 10 million item limit from the ISFIRSTOCCURRENCE function Expected benefit/impact Removing this limit would allow imports to be ran into large hierarchies that are referenced in ISFIRSTOCCURRENCE formula. Currently they fail with an error message.