Team: I wanted to seek expert advice and see if this is feasible to auto-export Anaplan Model outputs in Excel format to various recipients over emails with native email app such as MS Outlook.
@mporwal
Why do you want to export the reports and bombard Users with emails? Instead you can take advantage of Anaplan Excel Add in. Users will get the reports in excel format with one simple click in excel.
To answer your query that seems possible with workflow but I am not certain.
You just read my mind and I was exploring Excel Add-in as we speak. Where can I find more information / resources related to the Excel add-in. Sounds like a pretty nice feature..
That's awesome. See if this helps. There are best practice articles on Anaplan Add ins as well. Make sure you go thru these.
https://community.anaplan.com/t5/Add-ons-for-third-party-products/ct-p/Third-party-add-ons
You will have to Download the Latest Anaplan Excel add in from anapedia and install it. Link below
https://help.anaplan.com/anapedia/Content/Extensions_and_Addins/Excel_Add-in/Download-and-install-the-excel-add-in.htm?cshid=a-823d0948-d3a2-4458-98d6-f4c122f9f399
Once installed create the connections and let the Anaplan do the talking
Hope that helps
Does anyone also get this error when opening the Forms in Anaplan FCR? I am downloading Investment Registry from the app but I cannot open it in Anaplan XL. How did you fix this issue?
We've been building a tool called aplan4sheets and we'd genuinely like input from this community — both on what we've built so far and on what we should prioritize next. The problem we set out to solve: Anaplan's Excel add-in is Windows-centric, and there's no real native way to pivot Anaplan data in Google Sheets. We…
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.…
