Turn off export functionality from cards in NUX

fredrickstraube

Hi,

Is there a possibility to turn off the export functionality in the NUX, like there was in the classic dashboard?

It is crucial for my use case that the end user cannot export the grids from the cards to excel for example.

Thanks!

Accepted answers

ryan_kohn

@COLGABUSA Yes, as of April 2023, it is now possible to disable exports on grids.

All comments

ryan_kohn

As of today, you cannot disable the export from grid functionality. There is an open Idea on the Idea Exchange for controlling end user features on cards, which includes an ask to enable/disable export functionality. You can upvote and subscribe to that Idea for updates, and add additional comments to expand on the ask if you want.

Keep in mind that you still cannot fully prevent users from taking Anaplan data offline and out of the platform. Examples include:

Manual copy/paste from a grid
Add Ins (Sheets, Excel, Powerpoint, AM365, etc)
Data Integrations
Screenshots
Export PDF
Accessing the module directly in NMX and exporting from there

Not necessarily all easy options for the end user of course. If your concern is around sensitivity of data, you still need to focus on the security of access (e.g. SSO, Selective Access, Model Roles, DCA) as well as user education/governance procedures.

If you have access to Anaplan Audit capabilities, then you can also track when data is exported from Anaplan. See USR-32 and USR-36 in Tracked User Activity Events. If you do not have access to Anaplan Audit, reach out to your Customer Success Business Partner for assistance.

COLGABUSA

Was this feature added recently?

ryan_kohn

@COLGABUSA Yes, as of April 2023, it is now possible to disable exports on grids.

Quick Links

Can you help?

Unanswered questions

A reminder of Bulk Copy - Current year to Prior year version for YoY analysis
A quick reminder of the Bulk Copy functionality. Bulk Copy allows you copy large volumes of data from one slice of a model to another in a single, optimised operation, instead of using formulas or imports. Use case: copy a version (RF1) into a prior year version (PY RF1) using a versions list to allow for year-on-year…
Looking for Anaplan End-Users to take a short survey!
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.…
Current page filters and sorts are applied to all pages of multi-page exports
This item has been identified as an outstanding known issue. Issue Setting a current page filter or sort and then exporting this data to file, will apply the current page filter/sort to all pages of the data. Workaround Remove all filters/sorts, export the data, and apply the filters/sorts in Excel --- Internal Reference:…