Anaplan XL Clone

n0200309

Is there a clone feature? I am looking to duplicate a connection and its data into a new Excel worksheet. The Anaplan Excel Addin allowed this, but I am not seeing it in the new Anaplan XL Clone. Is this feature available in the Anaplan XL? Please help.

ElizabethS

There are actually two options for this - and they are fortunately super easy!

Option 1: You can copy the whole worksheet, retaining any grids, formula reports, etc., along with all the connections.

• Select the tab/worksheet that you want to copy
• Right-click to open the Excel Menu
• Choose Anaplan XL (either at the very top or the very bottom of the menu, depending on your settings).
• Select Copy Sheet
• Choose where the new worksheet should appear (note: you can also move it to a new workbook as well)
• Optional - choose whether any ranges used in your worksheet should continue to point to the original.

Option 2: You can copy a specific Grid to another worksheet (for example, if you just need the one grid).

• Click into any cell in the grid
• Right-click the mouse to activate the Excel menus
• Choose Anaplan XL (either at the very top or the very bottom of the menu, depending on your settings).
• Select Copy Grid
• Select your destination (you will need to have a worksheet already created, or you can drop into an existing worksheet)