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AM365: Backgrounds on cards (from Management Reports to Microsoft PowerPoint
As of December 2023, when using Anaplan for Microsoft 365 (AM365) we have an unattractive limitation when importing grids/graphs from Anaplan Management Reports to PowerPoint. There is no possibility to respect the Anaplan background color upon importing into PowerPoint. This point was raised by one customer who shared the…
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Add Ability to "Push" data to another model as opposed to always "Pulling" data into a model
With a data hub model in place, it would be beneficial to run a series of actions or processes, on-demand or via Anaplan Connect, that would take data and lists from the data hub and "push" from the data hub to the downstream models. As Anaplan is architeched and working now, you would need to go to downstream models,…
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TaskID REST API answer - to contain audit information about launch timestamp, users
Hi, When using REST API scripts, in the answer to a taskID for processes or imports, there is all the information that is needed except some very useful audit information like: - Timestamp Start TaskID - Timestamp End TaskID - user that launched the task Is it possible to add these kinds of information? Thanks Alex Bellow…
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Excel Add In 3.2 Last Refresh cell
In Excel Addin 3.2, the 'Last Refresh' cell has been moved, adding a new row before the data compared to 3.0. 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 many formulas referencing data in a row which would be moved.
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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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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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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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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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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
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Ability to export and import model time settings
Description of the enhancement required: We would like a way to take the 'time' settings from one model and add them to another e.g. allow an export of the time settings and import them to another. Example of enhancement: Have a model with time settings and allow to push or pull that data to or from another model.…