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August 2021 Release and Sneak Peek at September
August 2021 Release and Sneak Peek at September Bulk Open from Table of Contents: From the Table of Contents section of New Modelling Experience (NMX) you can quickly open the objects of a particular functional area for faster access to the information that you may need. It leads to increase in productivity. Tab…
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Microsoft Teams - Anaplan Integration
A number of customers have expressed a desire to have an Anaplan - Microsoft Teams integration in the same way as now exists between Anaplan and Slack. * Push links to pages to users' Teams accounts * Anaplan notifications * Subset of above: as Anaplan Process Orchestration progresses the need / benefit from Teams link…
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Applying one Pivot Filter to multiple cloned connections with the Excel Addin
I have one Excel workbook with multiple worksheets and I want to apply one Pivot value filter (e.g. Time - May 21) to all the worksheets. Rather than updating each individual worksheet "Time Value".... When I used reference this value across worksheets it is blown away after the refresh.
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Excel Add-in: drag and drop dimensions, view line item formula, keep only/exclude
Please add the following features into the Anaplan Excel Addin - 1) Ability to pivot by dragging and dropping members within the spreadsheet rather than clicking on pivot and filter. 2) Ability to drill down a hierarchy by double-clicking in the spreadsheet 3) Ability to extract just one data intersection using some…
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Anaplan & Fluence Connection
Does anyone know how the connection between anaplan and fluence works… or can point me in the right direction for documentation?
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Enhancement to existing Bulk API for Import Metadata
There is an existing bulk API endpoint that allows workspace admins to retrieve the full list of Import actions from a given model. This endpoint is in the format: https://api.anaplan.com/2/0/models/{{mdlID}}/imports/ where {{mdlID}} is the model GUID. This returns a JSON response, which contains an object called "imports"…
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Model Changes Tracking
Hello, Recently, I have been involved in a Model Building activities. Project has two teams. Original MBs and my team to take over. My question is : if there is a way to track who created a particular module, line item or applied changes? (Apart from "History" tab)
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OEG Best Practice: Governance for the Office add-Ins
General information * We have listed below some of the best practices we recommend for the Anaplan product. These are based on our experience and are subject to change as we deliver new functionalities and learn more about how our customers use the product. * If you would like to contribute or comment, please contribute to…
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Publish Subsidiary View to the Excel add-in
Our users are using the excel add-in to link to offline files for forecasting inputs. Currently, we cannot use a subsidiary view in the excel add-in, which is making it impossible to forecast a few items using subsidiary views through the add-in. Seems like this would be a useful enhancement. excel, add-in, subsidiary view
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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…
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Introducing Improved Anaplan DX: a browser extension for Anaplan Modelers
We at valantic are excited to share our latest development: Improved Anaplan DX, a browser extension designed to enhance your modeling experience and increase efficiency. Please see below for more details. The extension is now available in the Chrome Web Store (can be installed on Chrome and Edge): For any feedback,…
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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…
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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…
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Refresh failed due to an unexpected error - Excel Add in reports for some of the users.
Hi, There are some Financial reports that has been created using Excel add in functionality. Some users are having issues while refreshing it and getting error message. Whereas others are fine with it. A few users are getting this error for some of the reports, but they are able to refresh other add in reports. Could…
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Duplicate Rows or Columns Excel Add in
After closing and reopening an excel add-in linked workbook I am seeing the attached error. The workbook worked fine before being closed. It has also broken the connection on another tab that was working correctly, I think this may be a separate issue.
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AM365: Backgrounds on cards (from Management Reports to Microsoft PowerPoint
As of December 2023, when using Anaplan for Microsoft 365 (AM365) we have an unattractive limitation when importing grids/graphs from Anaplan Management Reports to PowerPoint. There is no possibility to respect the Anaplan background color upon importing into PowerPoint. This point was raised by one customer who shared the…
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Excel add-in save & refresh: possible to fill line item data with formula's in excel?
Hi, Using the Excel add-in, I am curious whether it is possible to auto-populate line item data using formula's in Excel. Can anyone tell me if it is possible to set this up and if so how? As an example: consider a module linked in Excel where cell A7 contains a line item with B7 a number that is editable. Is it possible…
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Anaplan Excel add-in 4.3 Cloning
I am trying to copy an excel sheet with an existing Anaplan connection into another workbook. However, once the copy is done, the Anaplan connection seems to be broken and cannot be refreshed. I understand that the cloning function currently works within a workbook only, does anyone have any workarounds with respect to…
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Anaplan Google Sheets Plug-in
Anyone knows why Google Sheets Add-on would really slow down and then not let me sign in on Anaplan on a specific google doc? Could it be because of the size of the google doc? When I try to create connection on a new blank doc - it runs as expected. Thank you
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#ERROR! in Anaplan Google Sheet Add on
Hi community, This was meant to be a question, but in the last minute I found out the root of the issue. So I decided to go ahead anyways and post it as a solution, just in case it helps anyone. Using Anaplan add On for Google Sheets, I was getting an #ERROR! value instead of the items of the dimensions of my modules, in…
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Excel Add-In Crashing
Does anyone know what causes the crashes in Excel? When I change the department setting and hit refresh, it closes out of excel entirely each time. any suggestions? thanks in advance.
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We'd like your feedback on the App Hub
Hi all, We are currently looking for Anaplan customers to participate in 60 minute research sessions. Sessions will take place remotely from March 2nd to March 11th. Participants will receive an e-gift card as a thank you for their time, if their company policies allow them to receive these. For this session, we will be…
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PowerPoint Add-in 1.6, 1.7 "Ghost Installation"
This item has been identified as an outstanding known issue. Issue When installing a later version of our PowerPoint Add-in, if a machine has both 1.6 and 1.7 installed, you will be left in a state where both programs exist in your list of programs but neither function (missing in the ribbon of PowerPoint) and you will…
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User unable to refresh a connection on PPT
This item has been identified as an outstanding known issue. A workaround is provided until the issue is officially fixed. Issue The below error message is displayed when a user attempts to refresh a connection after authenticating using the dropdown for login as shown in the image below: Workaround This issue can be…
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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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Powerpoint Text Help
Greetings, Is there a way other than Copy and paste each word (text), to create 10 separate slides of a 10-word sentence on PPT using a command or Plugin? (Task - 700 to an 800-word essay has to be separated into slides. One word per slide.)
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Excel Add-In: Module Security/Restriction
When using the Excel Add-In, there is currently no way to restrict a module from being pulled into Excel if a user is provided access to that module. We have multiple users whose roles require them to view confidential data within Anaplan, but they should not have the ability to export the data out of Anaplan. Within…
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VBA/macros for Excel Add-In
As a model builder I would like VBA and macros to be supported in the Excel Add-In so that I could further automate workbooks. For example : 1) I would like to be able to create VBA code and macros for the various Anaplan actions so that I could automate a number of tasks (eg Login and refresh data) through macros 2) I…