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Selecting Levels in Excel Add-In
Hello everyone, When using the Excel Add-In, we find many advantages such as overall better selection/filters for line items and dimensions in the Pivot & Filter section, however a major drawback of using the add-in here is that we cannot select levels like in the browser. Unless I haven't found how to do it properly,…
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Adjust Anaplan tab in Salesforce to land on specific Page instead of home page
I need to be able to Change the landing page for users who click through to the Anaplan tab from salesforce, to ensure a smooth experience for my end users and push them to the correct Anaplan page to continue their process
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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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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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Excel Add-in: Send and Refresh multiple sheets at once
Hi, I have an Excel workbook to input data into Anaplan. This workbook consists of over 10 sheets connecting to different Anaplan modules. It would be great if we can send and refresh multiple sheets at once as "Refresh Multiple Connections" functionality. I believe this "Send and Refresh Multiple Connections"…
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Change 100items at the same time,from "Clear target prior to import" to "Only update imported cells"
Hello Anaplan! It will be very helpful to bulk updates in the Actions settings. In particular, the setting "Clear target prior to import" to "Only update imported cells" in 100 items at the same time, rather than doing so 1 by 1. Anaplan, Could you create something to do so? Thank you in advance!
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Change 100items at the same time,from "Clear target prior to import" to "Only update imported cells"
Hi there! I would like to know how can I change one settings characteristic in my Actions. In particular, would be to change from "Clear target prior to import" to "Only update imported cells" in 100 items at the same time, rather than doing so 1 by 1. It would be very usefull. Thank you in advance Community!
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A Chrome extension to enhance the formula editor
I've released the first, very much alpha, version of my chrome extension that adds various functionalities to the formula editor. https://chrome.google.com/webstore/detail/better-formula-editor-for/lonibgccfehnjjhchfcbdhkaajhobeak It's very much in alpha as there are some known limitations / quirks, but currently it…
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Anaplan excel add-in
Hi Team, What is difference between anaplan workspace and Excel add-in Can we use excel add-in in replacement of anaplan workspace?
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Error in Activity 5 EMP02 Module
Hi, I am facing an error in EMP02 Module when I am updating the formula and show values incorrect. Can u please help me to resolve this issue.
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Anaplan Connect: Dumpfile
Hi everyone, I'm trying to automatically export dump files when the Anaplan connect API has run. With normal imports/exports, it works fine and I'm able to specify a name for the txt-file. When I use a process, I'm not able to give the txt a name. I can only specify the folder. Is there any way to give the dumpfile a…
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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 Addin for Microsoft Word
Users generally need to add commentary around the data retrieved from Anaplan modules. Anaplan Word Addin can fill this gap by providing the capability to extract information from Anaplan. Furthermore, it'll be really useful to extract just one data intersection using some formula like CHOOSE or GETVAL, given the user can…
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Anaplan excel add-in 3.4
Hi, My name is Laura and the company I am with started to use Anaplan models recently. I have been using Anaplan excel add-in to pull data for a few weeks and the experience has been great. Starting from yesterday, I was not able to log into that excel add in and got a message: "Top help protect your security, your web…
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How to perform activities while starting as a beginner with no application on the system?
Could you please help how do I get to access the application hands on for practice and further to perform activities to answer the exam questions through my system LIVE. I'm a beginner trying to give L1 exam. I have completed entire course theory with certain practical activities yet to be practiced. Any help is highly…
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Excel Add-In not working with latest version of Excel
Our users are unable to use the Excel Add-In with the latest version of Excel. After logging in, all options are grayed out. Is anyone else experiencing this issue? This is also using the latest version of the add-in:
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Deprecation of Excel Add-in Series 3
Hi, Is there a deprecation date for Series 3 of Excel Add-in? Thanks, Alvin
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Excel Add-in v4.x
Hi, Prior to v4, the was an update.exe file that automatically asks whether you want to upgrade to a new version. Can I confirm that this is no longer in v4 series as the upgrade is via the Anaplan ribbon? Thanks, Alvin
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Power BI Connector - Tenant Admin by default
Dear Anaplan community, I need to create some reports using Power BI Connector but it displays only Workspaces on my Tenant by default. Do you know if I can access my other Tenants' workspaces? Thanks in advance, Romain COLIN
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Excel add-in Russian Localisation
As an end user I would like the Excel add-in to support and be localised in Russian.
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Utilizing the Excel Add In via Teams
Our organization has recently made a push to utilize Microsoft Teams more and house shared files within the teams channels. I noticed that if a file has an Anaplan Excel Add-in connection that teams will not allow you to utilize it. Has anyone run across this issue and is there a fix? Or does Anaplan plan to have this…
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Power point Add-In VS. Management Reporting
Hi Everyone! I have a question in regards to Power point Add-In VS. Management Reporting? For example If people would like to switch from PP to Management Reporting, are they going to have any struggles in regards to functionality etc. Does Power Point is fully replaceable right now? What one of it has that another…
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Custom Module Views in Powerpoint Add-In
The Powerpoint add-in does not allow users to create custom module views. This is essential for user adoption of the add-in, especially when a referenced model utilizes ALM (Dev/Prod). In its current state, the Powerpoint add-in relies on saved views from a model. This is fine when the underlying model is in Standard mode,…
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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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"While/Wend" or "Do Loop" Functionality in Anaplan
Within VBA, it is possible to create "Loop & Exit"/"While/Wend" or "Do Loop" functions. This allows formulae to continue running until an answer is produced. Within Anaplan, there are workarounds, but none are truly as flexible, and all have their limitations. Creating this functionality would close the gap on some of the…
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Ability to search Excel Add-In page selectors
The Excel add-in currently does not allow users to search for list members within a page selector. This almost makes the add-in unusable for organizations with large lists. The solution would be to add a simple search option similar to the Anaplan dashboard/page interface, where users can click a drop-down page selector…
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line item subset filter
hi! How do I show or hide different line items in a filter using line item subsets? To do this, we want to use the ITEM function to retrieve items from the line item subset list. What can I do to help?
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Excel Add-in: Restore Connection after module rename
Hi all, Is there a way of restoring a connection to a module via Excel Add-in after the module has been renamed? the re-map functionality does not work either (model ID is the same) . My connection stopped synchronizing and the only change is the module name and I found below restriction on Best Practices for Excel Add-in.…
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Emoji-Text
Guys, I am using Emoji Icons (text-general) formatted to be displayed for my various reports. I have however encountered couple of scenarios where there are inconsistencies. In my board report the pdf export correctly captures the Emoji Icon as is. However while exporting to PDF using Management Report (new Reporting…
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Google Sheets Add-on: Ability to remap connections
As an end user having the ability to repoint/remap connections can be very beneficial. If the underlying source model is to be changed or is accidently deleted, users do not currently have the ability to repoint existing workbooks. This leaves them unusable and requires rebuilding the workbook from scratch. Currently this…