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
A quick reminder of the Bulk Copy functionality. Bulk Copy allows you copy large volumes of data from one slice of a model to another in a single, optimised operation, instead of using formulas or imports. Use case: copy a version (RF1) into a prior year version (PY RF1) using a versions list to allow for year-on-year…
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.…
Anaplan Champions! The Community team just posted this announcement that certification badges may not be showing up on your profile probably until next year. Rest assured, you will get credit once you complete and pass the exams. https://community.anaplan.com/t5/Blog/Badges-Back-Soon/ba-p/123385
