Excel Addin 3.3 - Filter on Line Item

Tried the new Addin, great improvements vs. 3.0 but still the same constraint of 1M cells. With that, I think we really need to have a Line Item filtering function to be able to control # of lines to download. Will this function be added? Thanks.

Accepted answers

All comments

CallumW

Hi @jim_ma

I believe there already is a filtering option available for all dimensions (including line items) to bring in only the relevant data required.

Alternatively you could build a saved view with the relevant filter already applied and connect to this through the add-in.

There is also an idea raised to expand the cell limit, you can vote on it here: https://community.anaplan.com/t5/Idea-Exchange/Excel-Add-in-3-2-increase-cell-extract-count/idi-p/52580

Hope this helps,

Callum

jim_ma

Callum,

Thank you for your comments and suggestions. First of all, I'm not talking about the dimensional filtering. Instead, the challenge is on filters based on line item values (for a given line).

Understand your workarounds on the saved view. However, many line item filters are user-functions on the dashboards (i.e. filter 'published' on dashboard with sync to the module view). It is not realistic to ask users first change the filter on dashboard, then refresh Excel. Ideally, they should be able to change their filters in Excel directly. Don't you agree?

CallumW

Thanks @jim_ma for the clarification.

I agree it would be interesting to see Anaplan's native filtering as a capability in the excel addin - I think you should raise it as an idea on the Idea Exchange and hopefully we see it soon!

Best,

Callum

Quick Links

Can you help?

Unanswered questions

Workaround for Formula & Closing Balance summary methods together in Polaris
Hello folks, Does anyone know how to work around the Polaris limitation of using the Formula or Ratio summary method alongside the Closing Balance within the same line item? I have a Business Unit list where the total (All BUs) must display the Corporate (1 of 20 leaf items under All BUs total) number of Unique Customers.…
AnaplanXL Difficulties
Has anyone found success using Anaplan XL with Polaris models in a shared drive with or without concurrent users? My team has experienced a variety of errors, login failures, etc. sometimes it works, sometimes it doesn't. We've been recommended to save and edit files locally, which helps but certainly with its limitations…
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.…