Pivoting cards on Excel365

matthewman

Hi,

We are not allowed to import data from a saved custom view and we are never allowed to pivot a template from saved view. So when are we allowed to pivot a card?

Thanks.

Dikshant

Hey, Can you please give more context here? Are you using the Excel add-in, extracting the data from Anaplan Saved View into Excel, and then trying to pivot?

matthewman

I was using Excel Add-in for Office365.

My step was -

1. create a saved view from a module
2. go to the UX page and create a grid from saved view
3. save grid as template on UX
4. on Excel add-in, choose saved template

Then I tried to pivot on Excel.

Hope this helps!

SriNitya

Hi
When you create saved view you cannot pivot the grid(pivot option gets disabled) but for custom views you can pivot the grid.
If you take the export of saved view in excel 365 you can pivot the grid.

matthewman

Hi - I think I have tried to, but failed to create a view from custom views on Excel 365.

Stated on Anapedia:

https://help.anaplan.com/anaplan-for-microsoft-365-a90600ae-7ae8-42cb-824b-25aea2069c0c

SriNitya

https://help.anaplan.com/pivot-card-data-in-microsoft-365-3416e257-176f-4690-82e7-f7ad03e1ec81
Hi this article provides more detailed information on Pivot card data you can refer it.
Hope it helps

PujithaB

Hi @matthewman

When you are pivoting are you applying any show/hide or filters
If yes, there are few known issues and workaround.
Please check those in the Known issues Section

matthewman

Hi @PujithaB,

There were no show/hide or filters applied.