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
Hi everyone 👋 If you build or maintain Anaplan models, you've probably hit the same walls I kept hitting. Some basic questions about a model's structure have no single screen to answer them. You end up clicking through modules and pages one by one, or writing API scripts just to get a list. These were the gaps that…
Hi Everyone, We have a requirement in Anaplan Consolidation & Reporting (Fluence) where the Entity Structure needs to change effective January 2026. The key requirement is that the existing entity structure should continue to be applicable for all reporting and consolidation periods through December 2025, while the new…
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…