hello.
anybody to help how to
create a Qlik extract for an existing report
and add this function to a dashboard?
thank you.
In the dashboard you have shown the button looks to be a process which has been published.
If you want to create an export action you would go to your source module, create a view of data. Run an export action from the module and tick the option to save the export.
https://help.anaplan.com/anapedia/Content/Import_and_Export/Export_from_Anaplan.html
Once you have saved the export action, you go to the Actions menu, in there create a 'Process' and put your export action into this process. You can then publish the process to a dashboard.
Alternatively if you just wish to update the existing process that is on the dashboard you could edit this process and swap in your new export action.
thank you very much sean.
You are welcome, Martin
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…
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…
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.…