Hi. I'm New to Anaplan.
I want to export data from a module but the current Pivot is not what I desire.
If I change pivot in Grid View and after exporting, close the module without saving, the module's structure would be changed?
@RukiRuki
You can create a Saved View and then export from your desired view.
Step 1: Re arrange the module as per your specifications. Click on View -> Save As -> Name your view --> Ok
Step 2: Go to Data within this view-> Export -> Save your export definition by clicking on "Save"
This way you will retain your view even if you come out of the module. And every time your export action is run it will pull it from the saved view
Hope that helps,
Misbah
Miz Logix
Hello folks, Does anyone know how to work around the Polaris limitation of using the Formula or Ratio summary method alongside the Closing Balance within the same line item? I have a Business Unit list where the total (All BUs) must display the Corporate (1 of 20 leaf items under All BUs total) number of Unique Customers.…
Has anyone found success using Anaplan XL with Polaris models in a shared drive with or without concurrent users? My team has experienced a variety of errors, login failures, etc. sometimes it works, sometimes it doesn't. We've been recommended to save and edit files locally, which helps but certainly with its limitations…
We are looking for Anaplan end-users to provide feedback on their experiences with the Excel add-in. Interested individuals will respond to this 5-minute survey to help us understand personal needs and behavior when using the add-in. The feedback provided by survey takers is essential to the roadmap of Anaplan's products.…
