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Pivoting cards on Excel365
Hi, We are not allowed to import data from a saved custom view and we are never allowed to pivot a template from saved view. So when are we allowed to pivot a card? Thanks.
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Excel Add-in: Refresh connection without requiring Preview when list items are sorted
I have a saved view which applies a sort-order format to the list dimension in the rows. The view also filters out items which have a zero balance. The sort order and values change depending on the dimension in the selector dropdown, so the number of list items and their sorted order changes depending on the dimension…
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Anaplan Excel addin and windows 11
Hi Please advise: Quilter is migrating to windows 11. However, the Anaplan Excel addin - Check your software versions and settings for the Excel Add-in | Anapedia (anaplan.com) only supports: Windows version compatibility The add-in is compatible with: Windows 8 Windows 8.1 Windows 10. Self-Service Security Assertion…
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Error on Excel Add-In
Hi All, do you know why I receive this error when connecting a view through Excel Add-in? Thank you, Joana
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Unlock Your Next Level Model Building Potential with Improved Anaplan DX
Hi Anaplan Community! I’m excited to present you Improved Anaplan DX by valantic, a Chrome extension, that also works seamlessly on Edge. This tool is designed to make your Anaplan model building experience smoother, more efficient and supercharge your productivity. Download the Improved Anaplan DX today to bring your…
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Excel Add-In: Flattened Data with Rows Labeles
Hello! I'm using the excel add-in and, unlike when I export from the model, I am unable to flatten my data and retain all the row labels (A below). Instead they get grouped like they do in the module display (B below is what the add-in is giving me). Is there any way to use the add-in and have it pull the data into excel…
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Excel Add In - Choosing the level while pivoting/filtering
Hello, Can I choose the level under particular dimension once creating the report in Excel Add In? I cannot find it easily. There is a such option directly in Anaplan for example under MyPages. The example: There is a product list assgined to different level of hierarchies (SKU - Planning SKU - Brand Quality - Brand) - in…
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Anaplan Excel Add-In: Lost Connection due to Reordered Columns
Hello, I am using the Anaplan Excel Add-In to organize my data in Excel. The issue is that when I reorder the columns and then change the context selectors, the columns that were moved no longer update based on the new context selectors chosen. However, when I change the context selectors, every other column that was not…
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Dropdown menu in Excel AddIn
Hello, We currently have a dropdown menu in the line items when selecting items from a list - as per image below: However, when we create the connection with Excel, there is no dropdown nor anyway of knowing the names of the list which have to be manually inputted - please see image below: Is there any way of giving the…
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Quick Data Retrieval and update in AM365
The current time taken to log in, retrieve templates and update them in AM365 is quite a painstaking task for the end user as it takes a considerable amount of time to fetch the information and update it. Any upgrade to increase the current performance would help the end user to quickly adopt it and thus making it easier…
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Another HUGE release...Anaplan for Microsoft 365 (AM365) - launched today!
See here for the latest Extension Overview Brief - introducing AM365 * Anaplan for Microsoft 365 (AM365) offers a new way to interact with Microsoft Office tools like Excel, PowerPoint and Word. Designed to bridge the Anaplan user experience and Microsoft 365 applications, these brand-new extensions enable users to perform…
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Upvote here if you like the idea of Management Reporting Exporting to PPT!
See this article on Idea Exchange if you like the idea of being able to combine the power of Management Reporting in Anaplan with the output of MS PowerPoint - could be a fantastic addition to the offering.
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Conversion to V4 - copy of older version is not made on Onedrive
To upgrade to V4, workbooks that are created in lower versions have to be converted. On conversion, a copy of the older version is supposed to be made. This works on a local drive but it does not work on OneDrive. As most of our files are on OneDrive, this will not work in our business operating environment. We will not…
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Unable to open several workbooks with same connection
I have recently been testing v4 of the Add-in. We are current using v3.3. I am unable to work on several workbooks that have the same connection/model at the same time. V3.3 allows for several workbooks to be opened at the same time. I would point to several systems that allow for this, namely, Smartview (Oracle) and BW…