Excel

Multiple Sheet Add in Connection
Hi everyone, I have 2 questions about excel add in Refresh Multiple Connections function: Does the refresh multiple connections functionality refresh only the dimension selected on the selector (for example July 23) of the module/excel sheet or all the data present in the module? 2. In case of many sheets connected to…
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
Maintaining Month Names in English for Anaplan Import Across Different Regional Settings
Hola Anaplanners, I'm encountering an issue where month names in an Excel file change based on regional settings. When I export data from Anaplan, the month names display in English (e.g., "May-25"). However, when my client (who uses Dutch regional settings) opens the file, the month names are automatically converted to…
Leading zeroes in anaplan
I want to fix the length by appending zeroes :- Consider below example where i am having 3 Prod ID :- 1234 1234567 123 Below is the result i am expecting:- 0000001234 0001234567 0000000123 Generally we call this left/right padding or leading zeroes.
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…
Integrations - Excel Add-in
Hi, Is anybody else experiencing issues with the Excel Add -in when using Single Sign in? I can only access it when using the old sign in method.
Excel Add In - limited by licence type?
Hi all - hoping for some guidance here… I'm looking to roll out the use of Anaplan Excel Add In's so people can retrieve information from the data hub without having any write access. I was wondering if this is possible with the "Limited Finance Contributor" licence, or if they would need to have a "Professional User"…
Excel Add In - limited by licence type?
Hi all - hoping for some guidance here… I'm looking to roll out the use of Anaplan Excel Add In's so people can retrieve information from the data hub without having any write access. I was wondering if this is possible with the "Limited Finance Contributor" licence, or if they would need to have a "Professional User"…
7.01-04 Version Informartion
More information about versions can be found here. Version Information for Excel Add-in
Excel add-in: breaking the connection's cell range
Hi Anaplan Community, I have a question regarding the Excel add-in. I was reading about refresh conflicts on this Anapedia page. If you break a connection's cell range, it may not refresh properly. To include a cell range in a Refresh, keep the cell range together at all times, rather than break or split it. You can insert…
Excel Add-In - Allow user to specify browser used for SSO authentication
Allow user to specify which browser to use as an option in Authentication settings for facilitating SSO sign on — even if default is embedded browser, having the flexibility to select a different option such as updated browser / default system browser will help instances where organizations restrict older browsers from…
Is there a way to change which browser is used by Excel Add-in for SSO authentication?
Using the latest Excel Add-in, it appears this is using an embedded version of Edge browser (version 95.x). Our organization has blocked this browser being used due to the age of the version. Is there a way to change which browser the Excel Add-in uses for SSO authentication so that it will use either system default…
Optimizer Help
I am trying to learn and understand how optimizer works in Anaplan and need some assistance in overcoming a roadblock. I am going over a practice problem that I have created in excel and am having difficulties with one of the constraints. The Problem: Without getting to into the weeds this practice problem is about making…
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.
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…
Automatic Export of 60 pages
Hello guys! Can anyone solve this? I have a module with 60 pages, and I need to export each one of those pages into a different excel file. Does anybody know a way of automate this process? I mean, facilitate the manual process of selecting pages 60 times and export each one of them individually? Is there a way to iterate…
Excel Add-In - Option to Switch to design view
Please could you create a new button/feature in the Excel Add in to allow switching to design view. Excel is a great tool for presenting and autosizing column widths and for working on Module layouts and for sorting and filtering relevant columns and rows during a module build. When I do a rebuild a module. I often need to…
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…
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…
Excel Format Issues - Copy and Paste
Hi all, I am having an issue when it comes to copying and pasting data from Anaplan to Excel. In fact, the data format changes from number to general or scientific. I don't know how to fix this problem, may anyone help me? Thanks in advance, Luca
Conversion tool to automatically create card templates for Anaplan for Microsoft 365
Hi, Currently, the Anaplan for Microsoft 365 extension requires card templates in the UX in order to pull in data into the extension into Excel. This suggestion is to create a card conversion tool to automatically create card templates based on grid and other published cards in the UX. This approach would be similar to the…
Clubbing multiple excel exports
Hello All, We have a requirement from user where they want to club multiple excel exports from Anaplan as a single file (meaning each sheet in excel having the respective export from Anaplan). Is this possible? IF yes, can you suggest how to proceed. Report 1 -> Sheet1 of excel Report 2 -> Sheet2 of (of same excel)..and so…
Xlookup in Anaplan
Background: have a strange 2-level hierarchy where items are at the top level if they have any children, and they are at the 2nd level if they have any parents. I have many items that exist at both the top level and lower level of the hierarchy, up to 5 levels deep (but only 2 levels ever show up in the parent to child…
Excel Upload Limitation?
Hi Team. Just wondering if there's a known issue with how many cells can be uploaded at once. I have a spreadsheet that can potentially upload 20,000 cells. Works great with 100 or so change but at 20,000 it crashes Excel. I'm using Version 4.1.2.295, the latest version. The previous version worked fine.
7.01-03 Versions Control
It is best to upgrade to the latest version after it has been fully tested by the business Best Practice article Governance for the Office Add-Ins
7.01-02 Use Named Ranges in your formula
It is best to use Named Ranges rather than relying on formula references. Best Practices article Best Practices About Microsoft Office for the Add-Ins
7.01-01 Naming Conventions
Do not change the module name in Anaplan as this may break the connection. Best Practices article Best Practices About Excel Add-In

Excel

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