Conversion tool to automatically create card templates for Anaplan for Microsoft 365

knightt

Hi,

Currently, the Anaplan for Microsoft 365 extension requires card templates in the UX in order to pull in data into the extension into Excel. This suggestion is to create a card conversion tool to automatically create card templates based on grid and other published cards in the UX. This approach would be similar to the conversion tool used to move classic dashboards to the UX.

We have ~50 Pages at our organization, and creating saved card templates for every single grid on every single Worksheet or Board would be extremely cumbersome.

Apologies if this idea has been posted before

Thank you

Nico

Hi,

Currently, the Anaplan for Microsoft 365 extension requires card templates in the UX in order to pull in data into the extension into Excel → You can pull data from other element than UX cards as you can request element from your model : https://help.anaplan.com/3ac0f339-8131-4389-b555-87667eef5193-Preview-your-saved-view-in-Excel

knightt

@Nico that article you shared is relevant to the Excel Add-in, not the Anaplan for Microsoft 365 extension: https://help.anaplan.com/a90600ae-7ae8-42cb-824b-25aea2069c0c-Anaplan-for-Microsoft-365