Is it possible to export a dashboard to excel? currently when i am in dashboard , i click export , it will only allow me to export as .pdf.
Is there some change i need to make or is Anaplan just dont have that function?
Many thanks
William
Hi @Will Man,
indeed you can export dashboard to PDF. However you can export the grids on your dashboards to different formats xlsx, csv, txt..
Go to the module you want to export, choose data and export.
@Will Man
If you are trying to export the dashboard then there is only one option i.e, pdf because it is helpful only when you want to showcase the entire dashboard (look and feel) in your presentations
But if you are trying to export the report/grid that is published on the dashboard then there are multiple ways you can do that
1. Go to the the dashboard grid and click on the blue icon on the top left side and follow the instructions and hit export. Note: If you do not see this Data->Export Navigation then you may want to go Dashboard Designer mode and enable it- See Screenshot III
2. You can also export the dashboard grid thru excel add in. Download and Install Anaplan Excel Add in. Login to Excel add in and create a connection between the source module and excel and extract the data.All the data will directly get dumped into excel
Hope that helps
Misbah
Why are non‑admin users unable to view Module information on the Anaplan page, while workspace administrators can? (After click the three dots on the grids right up corner) Are there any configuration options that allow non‑admin users to view module details without granting full workspace administrator access?
Just like the main question above, I wanted to try out the new feature on the board where you can you the insights panel to put additional cards. However, I wanted to synchronize scroll a card on the main board with the card on the insights panel but I can't find where it might be.
Hi everyone, I am trying to create a connection ADO from PostgreSQL, but I consistently receive the following error: Failed to establish a connection The following message was sent from the target system: The SSL certificate is either invalid or not in unencrypted PEM format. Please check your certificate and try again.…
