Several modules in 1 dashboard but presentation issue when exported

FayePrima18
FayePrima18
in Integrations and extensibility

Before anaplan, i have this excel which contains 1 tab where all the financial statements are reflected with consistent time period. When developed in anaplan the 3 financial statements were developed in separate modules and were just combined into 1 dashboard in the model. 

 

Now the expectation when exported to excel is to export at once all the 3 modules in that dashboard to an excel and the 3 modules presented in just a tab or sheet in the excel. How can i do this?

 

I need the excel in the analysis thats why replicating the manual excel ( before anaplan) to the output excel from anaplan model. This is an end user requirement 

 

Thanks,

Faye

Tagged:

Answers

  • einas.ibrahim
    einas.ibrahim

    Hello @FayePrima18 

     

    Anaplan exports each grid separately to excel. If you want to export something that looks like the Dashboard then you can do so by exporting the Dashboard as a PDF.

     

    I don't even think you can accomplish this using Excel Ad-in since it allows you to connect to one module/saved view at a time.

     

    I am sure the customer may have a reason to request analyzing and manipulating the data outside of Anaplan in Excel. But have you tried to accomplish what the customer is looking for in Anaplan?

Categories