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Updating Organization List - best practice
Hi I have a module that works out accruals & prepayments by contracts and when each contract gets added it is mapped to an organization parent. The issue I have is that the organization list constantly changes each year and therefore needs to be remapped. I know if i delete and import a new organization list, i will lose…
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Excel Add-In: why I have to add COM in every time in Excel
Hi Everyone, Anyone knows why each time when I open the Excel, my Anaplan Excel Add-in check box is lost? I have to manually add it back in, by clicking the below check box "Anaplan Excel Add-in"? How can I make it there always available by default? It worked for me in the past, but did not work now since I upgrade to…
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Exporting data to other system but triggered inside Anaplan
Hi everyone, I would like to explore the possibility to trigger (with a button in Anaplan) a data export from Anaplan to another system. For some of our processes our Anaplan users are currently hitting a 'magic button' outside Anaplan to transfer data from Anaplan to a different target system. It would be nice for them to…
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Mulesoft Anaplan Connect Import Issues
Hi, I am trying to do a Import of a csv file to Anaplan Model , it is throwing an exception "Invalid import ID provided:" Can somebody please help on the same.
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Ability to assign Versions to line items
Use case: Import of transactions into a List where properties are defined to specify the dimensions (Time, Version, Entity, etc). I am not able to make a connection between a Text item and the Version. The Versions is needed for the customers who not only import Actual transactions but also other Versions (Forecast/Plan…
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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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Exporting the Hierarchy in Grid View
Is there a way in ANAPLAN that we can export the hierarchy in the format below(yellow highlighted)? The screenshot here came from a list in grid view
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Planning for Efficient Imports
Take time to determine the most efficient way of pulling your data in. With multiple views, it is common to think about each view separately, but when it comes to importing data, a holistic view is key. For instance, if you would like to see a current roll-up of sellers to teams and a historical view (i.e. – which seller…
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ANAPLAN CONNECT - ISSUE WITH A MYSQL QUERY
Hi all, I'm trying to upload data from MySQL database. To do that I have made a batch file (windows script). In a first step, I have made a CSV file (fullfilled from a query exceuted in MySQL) and I have no issue to upload data using the script. ==> No issue to connect to ANAPLAN ==> All records have been uploaded In a…
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Improve message returned from Anaplan Connect when user has no access to model
Description of the enhancement: Improve the wording of messages from Anaplan Connect when a user doesn't have access to the model. Anaplan Connect will return the following message when you do not have access to a model in a workspace: Model "123xyz not found in workspace "abc123" Example of enhancement: It could be…
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Using NTLM Authentication with Anaplan Connect
While setting up your Anaplan Connect integration, if you encounter authentication errors with your proxy it may be because it uses NTLM. Anaplan Connect does not support this out of the box, but you can enable it by following these steps: * Navigate to http://jcifs.samba.org/ * Download the latest JCIFS jar file (1.3.19…
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August 11 & 18, 2018 Release Discussion
Do you have feedback on the August 11 & 18, 2018 Anaplan platform releases? Share your thoughts below! Click the Reply button below to post.
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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.…
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.bat file returning "Access Denied." during attempt to run a process
We use SSO, and thus I am using a certificate. I am attempting to run a process, that runs an import from another Anaplan model. The import works when not utilizing Anaplan Connect. Is there anything wrong with my code? I am receiving an "Access Denied" response prior to the debug information, which is just the generic…
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Do Import Actions have an expiry date?
Hi, The import actions sometimes throws an error dialogue stating 'the import action / the file you are looking for, is no longer available'. However, you will be able to run the action. Now, the question is how do I check the mapping if it was essential to know the mapping. Is there a workaround to it? Also, do the import…
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Allow Admin users to update an existing import source file in a model in deployed mode
Description: 1. Currently it is possible to change an import source file in a deployed model by running the import from a button published to a dashboard (clicking to run will prompt for a file to be uploaded). 2. Trying to change the import source file as an admin user, by going to Manage Import Data Sources and uploading…
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Certificate authentication for all integration accounts
Description: We use the Dell Boomi connector for data integration, with the account for this not assigned to any individual. The password for this account expires after 90 days as per Anaplan's security policy. We are requesting the ability to run this integration smoothly without password expiry every 90 days, for example…
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Data integration requests
Description: I would like to request for the current Anaplan DI and Anaplan connect: * Automated Emails & Notifications on any import or export * Ability to delete data from a module or from a list based on conditions equivalent to a "delete from where" in SQL * Ability to filter data from the source: when importing from a…
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Option to show how many cells have been updated by an import
Description of the enhancement: Option to show how many cells have been updated by an import which includes how many items were Cleared prior to import. There should be an option that the cells which have been updated in this way will be reported as updated in the results screen Workaround: To workaround this, users should…
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Provide a more user friendly message when an export is cancelled
Description of the enhancement: Run an export from a model (helps if the export takes a few seconds). Click Cancel when the browser asks you to save the file. The export will fail and the message in Anaplan is: {code:none} An internal error occurred. Client abort: java.io.IOException: Broken pipe(caused by: I o: Broken…
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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 see in blueprint mode if line items are mapped in an import
Description of the enhancement required: Add an "import from" column and "import to" column in modules to identify where a line item's values are coming from. An example of the enhancement: Once mapped to a source in an import action, a field would display the action that the line item is part of. How would it help their…
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Is it possible to suppress warnings for duplicate items during import to a list?
Hi, is it possible to somehow prevent a warning "Another row has already been processed with this key" when importing from a text file? In my case it is expected that there are duplicate items, so this warning is confusing for a user - it seems like something went wrong during the import. It would be much better if user…
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The source object name column needs to be wider
Description of the enhancement: You can't see all the Source Object Name in Settings --> actions --> Import data Sources. The source object name column needs to be wider OR the columns should utilise the tool tips as they do for the Imports Column see screenshot
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Source Models label to be editable for Import Data Sources that are marked as production
Description of the enhancement: The Source Models label needs to be editable for Import Data Sources that are marked as production and the label setting should be on the IDS tab rather than the Imports Tab
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Ability to resize columns in IMPORTS & IMPORT DATA SOURCES
Description of the enhancement required: To get workspace more user friendly for models developers. I know that I can copy-paste to excel and read all hidden letters / words. An example of the enhancement: Step 1 click right mouse buton (choose "Column settings") Step 2 confirm column width and get better view (small…
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Enhanced Messaging for Ignored Items in Import
Description of the enhancement required: Improve the messaging around why things are ignored so that there is a full breakdown of the successes, ignores, and failures in an import. An example of the enhancement: This could be full messaging upon completion of an import regarding the ignores. For example, it could be a…
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Export History in Non .txt Format
Description of the enhancement: Ability to export history in a format other than .txt. An example of the enhancement: .xls format available for History export
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Export Subsections of Users Tab
Description of the enhancement: We would like the ability to export subsections of the users tab in the model Settings. For example, we would like to be able to export the following: + Roles + Roles -> Modules + Roles -> Versions + Roles -> Lists + Roles -> Actions An example of the enhancement: Export button added to all…
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Can I cancel an import/export?
How can I cancel an import or export?