Excel Add-in: Refresh connection without requiring Preview when list items are sorted

awestphal

I have a saved view which applies a sort-order format to the list dimension in the rows. The view also filters out items which have a zero balance. The sort order and values change depending on the dimension in the selector dropdown, so the number of list items and their sorted order changes depending on the dimension selected.

When I export this saved view into Excel using the Anaplan add-in, the end user is forced to "Preview" the connection after selecting a new dimension in the page selector dropdown. This Preview step makes the user experience slower and more complex than needed.

I found a Community post which discussed this issue in May 2022:

https://community.anaplan.com/discussion/138194/excel-add-in-new-item-in-list-and-list-reordering-issue

brownmack

I have a saved view which applies a sort-order format to the list dimension in the rows. The view also filters out items which have a zero balance. The sort order and values change depending on the dimension in the selector dropdown, so the number of list items and their sorted order changes depending on the dimension selected.

When I export this saved view into Excel using the Anaplan add-in, the end user is forced to "Preview" the connection after selecting a new dimension in the page selector dropdown. This Preview step makes the user experience slower and more complex than needed.

I found a Community post which discussed this issue in May 2022:

The Excel Add-in requires the "Preview" step when selecting a new dimension in the page selector due to the changing sort order and list items. This step ensures that the correct view and data are displayed, but it can slow down the user experience.

@surah yaseen