Is it possible to export a dashboard to excel? currently when i am in dashboard , i click export , it will only allow me to export as .pdf.
Is there some change i need to make or is Anaplan just dont have that function?
Many thanks
William
Hi @Will Man,
indeed you can export dashboard to PDF. However you can export the grids on your dashboards to different formats xlsx, csv, txt..
Go to the module you want to export, choose data and export.
@Will Man
If you are trying to export the dashboard then there is only one option i.e, pdf because it is helpful only when you want to showcase the entire dashboard (look and feel) in your presentations
But if you are trying to export the report/grid that is published on the dashboard then there are multiple ways you can do that
1. Go to the the dashboard grid and click on the blue icon on the top left side and follow the instructions and hit export. Note: If you do not see this Data->Export Navigation then you may want to go Dashboard Designer mode and enable it- See Screenshot III
2. You can also export the dashboard grid thru excel add in. Download and Install Anaplan Excel Add in. Login to Excel add in and create a connection between the source module and excel and extract the data.All the data will directly get dumped into excel
Hope that helps
Misbah
There was an error rendering this rich post.
Hi all, The Client ID and Client Secret are available, intended for uploading and downloading files. Could anyone advise how to use these credentials DIRECTLY to make API requests? Thank you!
I have A6 as the parent list and two sibling lists: A6.5 and A7. The A7 list includes an attribute that maps to A6.5. In the UX, the user will select A6.5 using a content selector, and the grid (dimensioned by A7) should display only the A7 items associated with that selected A6.5. Since the selector is a page context and…
