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Sign in using standard Anaplan login details
You can sign in to the Google Add-on using the same email address and password that you use to sign in to Anaplan. You must use the same email address for both your Anaplan and Google accounts. The first time you sign in after you install the Add-on, you'll need to select the authentication type for the Google Sheets…
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Sign in to Google Sheets Add-on
You can sign in to the Google Sheets Add-on using your Anaplan log in details or Single Sign-on. Once you sign in, you can use the add-on to access data from your Anaplan modules in Google Sheets. You must use the same email address for both your Anaplan and Google accounts. The first time you sign in after you install the…
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Show and hide the sidebar
You can hide the sidebar for the Anaplan Google Add-on to view more of your worksheet, or show the sidebar to display the add-on menu options. You must show the sidebar before you sign in to the Add-on for the first time. If you sign out, you can show and hide the sidebar just as you would if you were signed in. When you…
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Settings
Use Settings to configure how the Google Sheets Add-on works with Anaplan. You can configure your worksheet to determine whether it inherits Anaplan cell formatting and styling. You can also reset the authentication type to switch between using your Anaplan username and password or Single Sign On. Only the connection owner…
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Select authentication type for the Google Sheets Add-on
Choose whether to sign in to the Anaplan Google Sheets Add-on using your standard Anaplan log in credentials or Single Sign-On. You need to install the add-on before you select your authentication type. If this is first time you sign in after you install the add-on, the Authentication Type Selection dialog displays…
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Rename columns and rows in a worksheet
You can rename any columns and rows that you've manually inserted into a worksheet by clicking on the header cell and typing the new name. However, if you want to rename a row or column that has been imported from Anaplan, you must edit the value using the Google Sheets formula bar. The Google Sheets formula bar displays a…
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Refresh a connection
You can refresh a connection to update a single worksheet, or an entire spreadsheet, with the latest data from Anaplan. If you want to update Anaplan with your changes, perform a Send and refresh instead. Note that you can only send and refresh a read-write connection. You can configure whether refresh includes Anaplan…
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Install the Google Sheets Add-on
Install the Anaplan Google Sheets Add-on to your browser. You need a Google account and access to Google Sheets. We recommend using Chrome as your browser for the best experience. To install the add-on: * In Google Sheets, click Blank to create a new sheet. * Click Add-ons > Get add-ons... * Select Anaplan from the…
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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