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Install and uninstall the Google Sheets Add-on
The Anaplan Google Sheets Add-on is browser-based and can be installed via the Google Sheets Add-ons menu. The add-on is available from the Add-ons menu in Google Sheets and you don't need to download anything to your computer to install it. To get the most of the add-on, we recommend that you use latest version of Google…
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Google Sheets Add-on
Use the Anaplan Google Sheets Add-on to create a connection between an Anaplan module and a Google worksheet. This enables you to work with your Anaplan data in Google Sheets. The Add-on is part of your Anaplan subscription — no additional subscription is required. Connect Google Sheets to Anaplan When you create a…
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Create a new connection
You can connect a Google worksheet to an Anaplan module. This enables you to work with your Anaplan data in Google Sheets. Make sure you're signed in to the Google Sheets Add-on before creating a connection. By default, new connections are read-only. However, you can create a read-write connection. You can use read-write…
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Considerations
The following considerations may affect your use of the Anaplan Google Sheets Add-on. Browser limitationGoogle Chrome is supported for the Anaplan Google Sheets Add-on. Other browsers are not supported.Same email address requirementTo sign into the Google Sheets Add-on, you must use the same email address for both your…
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Connect a Google worksheet to an Anaplan module
Create a connection between an Anaplan module and a Google worksheet. You can work with your data in that worksheet, or clone the connection to work with your data in a new worksheet. You can connect each worksheet to a different saved view, and you can connect each saved view to more than one worksheet. Model builders…
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Clone a connection
You can clone an Anaplan connection to duplicate the connection and copy cell data into a new worksheet. If you edit the data in the new worksheet, the data in the original worksheet remains unchanged. You must be signed in to the Google Sheets Add-on to clone a connection. You must be the connection owner to clone a…
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Change the default settings
Choose whether Anaplan formatting and styling is applied to your worksheet when you create or refresh a connection. You must be signed in to the Google Sheets Add-on to change the default settings. Only the connection owner can change the default settings that apply to connections in a spreadsheet. If you are not the…
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Process builder
Hi Can I know the main difference between view and modify action types and its use when a particular task is assigned with these action types. Thanks Tejaswini
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Insert columns and rows in a worksheet
You can insert new columns and rows on a worksheet that has a connection to Anaplan. This is useful if you want to perform additional calculations on the data, or add data from another source. It is important to create a new row or column if you want to enter new data. Any new columns and rows you insert on a worksheet are…
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Change page selection
In Anaplan, page selectors enable you to include more dimensions in a grid than you can display with rows and columns alone. You can select different items in page selectors to change the data that displays. The Google Sheets Add-on enables you to change page selection in your worksheet, just as you would in Anaplan. Make…
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Email Notification with SSO
The link in email takes user to the Anaplan log in page. Becase we have SSO with Okta, users get confused when their email and pw doesn't work. It would be great if the link can direct SSO users to Okta login instead of Anaplan log in. Best, Serena
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User assignment and Ending a cycle
The Functionality looks really great and seems almost there. I do feel like the following is required for this to be usable practically: 1)Ability to end a cycle and stop the running tasks/emails to users. 2)If a member in a list doesn't have an assignment, it should default to no one being assigned that member not the…
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CPX @ San Francisco Highlights!
Hi All Before Anaplan get in there and publish a lovely blog post or something you should head over to https://www.anaplan.com/connected-planning-xperience/ where you'll be able to see loads of content from the conference - all the keynotes and via a small login the breakouts too. No doubt a lot of it will be covered in…
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Workflow and Numbered list
Hello, How do I get the email notification to display the Numbered List display name instead of the #34 (example) that shows up in the email notification? thanks in advance
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Stopping a Cycle / Removing a Process / Deleting a Category / Clearing User Notifications
We've noticed there is no ability to stop/pause a cycle from the Process Builder. We believe this to be required functionality in the event the process owner needs to stop or pause a cycle based on various business factors. After deleting a process, it seems to continue to send emails to the user saying they are overdue…
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Using the workflow with approval hierarchies
Is it possible to somehow tweak the workflow to identify and work with approval hierarchies? One of the approval hierarchies could run like this Deal Approver--> Purchasing Supervisor--> Account Manager--> General Manager The ideal workflow scenario should be this Step-1: It runs early in the morning every morning (at any…
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Recording Benelux Virtual User Group - June 20
Dear all, Thank you for joining the Online User Group on June 20. Please find attached the recording. Wishing you all a great summer and look forward to seeing you at the upcoming meet up on Wednesday, September 18th hosted by booking.com in Amsterdam. Registration and agenda coming up soon! If there are specific topics…
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Anaplan Consultant
Dear all, If someone is looking for, or knows someone that is looking for an Anaplan opportunity in Switzerland. Please contact me via private message. Thank you,
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Session 3 - London Meet up (Anaplan Modelers Forum UK)
Hi everyone, please can you let me know if you're available on either 12th or 13th June (6-8pm) for the next Anaplan Modelers Forum London meet up (session number 3). At the end of the last session we came up with the following list of agenda items with a specific focus on sharing our ideas and experiences of implementing…
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Introduce yourself here!
Welcome! We know introduction threads can sometimes feel a little awkward, so here are a few questions to help you get started: * How did you find the Anaplan community? * What specifically are you working on at the moment? How can your fellow Community members assist you? * What goals do you have for your participation in…
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Register today for the Benelux User Group on 20th June
Dear Anaplanners in the Benelux; It's only one week left until the next Anaplan User Group takes place on Thursday, 20 June 2019. This meet-up will be hosted ONLINE and we have some very special topics coming up; * AXA Bank will take us through their unique Anaplan journey in Financial Planning. * CBRE will share learnings…
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Process Builder feature
Hi, I am not able to see the feature of adding rule in Process Builder, it is only giving me + to add task. For better understanding I am attaching a screenshot of the feature I am talking about. If any solution please provide. Thanks Pankhuri
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User Research at CPX in San Francisco June 10-12th
We've been busy getting ready to meet customers and do research, including usability testing Anaplan's mobile app, at CPX in San Francisco June 10-12th. Will you be there? Please be sure to stop by the Design & Research booth to say hello to Pam and Davin from the research team. We've also got an exciting Design Studio…
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Spring 2019 - Sleep Number Presentation
Spring 2019 - Sleep Number Presentation
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UPDATE - User Group Frankfurt September 17
Hi! Many of you have holidays and issues with traveling on June 5th. We've decided to reschedule with more time to plan the trip and in order to avoid overlaps with summer holidays, the new date is September 17. The location will be in Frankfurt, thanks to one of our customers who offered to host the event. We'll post the…
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Inspiration for new features - Give us kudos in the Idea Exchange!
Our Master Anaplanner @****.kaandorp at Tata Steel collected many user stories for new Anaplan features. These are now now posted in the Idea Exchange. Please check them out and give kudos! Some selected ones which we find very valuable: - Trigger API from Anaplan…
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Please Kudo my idea ;)
https://community.anaplan.com/t5/Idea-Exchange/ALM-Data-refresh-development-model-with-data-of-the-production/idi-p/45984#M2751
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CLOSED: We'd like your feedback on building board pages
CLOSED: Recruiting for this session is now closed. We are currently looking for Anaplan model builders to test building an additional way for users to enter data in the New UX for 60 minute interview sessions. You do not need to have used the New UX previously in order to give your feedback. Sessions will take place…
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User Group - Frankfurt June 5
Hi! We are planning to have the user group in Frankfurt on June 5th (most voted date based on your responses). Could you please fill this survey to help us understand your availability and topics of interest? That will help us set up logistics and agenda. Please, wait final confirmation before booking your flights / train…
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Housing
Need a place to stay this summer? Know of a place people can rent? Reply here and make connections!
