Extensions

OEG Best Practice: Best practices about Microsoft Office for the 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…
Excel Add-In Unexpected Error
I have recently installed Excel Add-in 3.2.129 and I cannot get it to work. When I run a query I get the following: . Followed by a long wait and then: Any ideas??
Anaplan User activity Record from History
I need to make application for ANAPLAN in which I can load per day user activity in the model building , any idea what can work ?
List of actions inside a process
Is it possible, through Anaplan Connect or using the APIs, to list all the actions added within a process. e.g. Let's say I have process name 'Main_Process' and this process executes 3 actions : i. ClearList ii. LoadList_XL iii. LoadModule_XM Is there a way I can use API or Anaplan Connect to list all the actions (all 3…
Testing the Anaplan Office Add-Ins and Your Models — Featuring Technical Lead Eddie Dvorak
Our engineering team develops the Anaplan Add-ins for Excel and PowerPoint. This team is primarily composed of developers and quality assurance engineers who write and test the code behind the add-ins. This month, we're sharing insights from Anaplan Technical Lead @edvard_dvorak to illustrate how we test our products…
Updating a file through Dell Boomi but unable to change Default file type.
I am an admin and I am uploading a file from Dell Boomi using my credentials and while editing, I can see the records in the file being created but another admin can not see the updated records and Hence, Can not use the import actions using that particular file. Also, there is no option to change the settings of the…
Anaplan AWS Integrate Conflict
Hi! After we integrate Anaplan to AWS servers (https://community.anaplan.com/t5/Anaplan-Platform/How-to-integrate-Anaplan-to-AWS/m-p/63302) we starting to get analitics data conflicts. We grab data from Google Storadge which work with site(here link), grab with Python on AWS. Our bisness analitics have Flask microservice…
Excel Add-in: restrict end-user ability to create a new connection
* Description: As an author of the new Idea, I want to suggest the new level of security in Add-on(s). Where we can restrict the Non - WSA User not to create a new work book using the models that they may have access to. * Example of Enhancement: If the user is not a WSA for the particular model he should not have access…
Quiz Time: Test Your Knowledge About the Extensions and Learn Whilst Having Fun!
This is the quiz we ran at the UK&I virtual user group in June. For customers who are part of the group, the recording of the session will soon be available. This was a fun session and the top 5 participants won some Anaplan swag 🎁 It couldn't be simpler: * Read the question and select your answer(s). * Click on the…
Defining Anaplan Add-ins, Add-ons, and Extensions
We have simplified the terminology we use for Anaplan Add-ins and Add-ons. In order to provide complete clarity about these products, “extensions” now represents the product family for the individual Anaplan Add-ons and Add-ins. The blog below breaks down the new naming details and best practices. Individual product names…
Anaplan Excel Add-In 3.4, Show Changes
Hi Everyone, thanks for your time. Would like to ask if anyone knows if it would be possible to update multiple modules at once across different sheets with the show changes option in the excel add-in (similar to how refresh worksheet works). Currently I am able to only do it for each sheet, am asking to see if I missed…
Excel Add-In tab does not appear
Hi All, I am a new user of Anaplan. This is the first time I try to install Excel Add-in. I have followed all the steps required, up to the point I can see Anaplan Excel Add-In appeared in the Active Application Add-ins list, in Options window of Excel. I have tried checked/unchecked the box several times in the Excel…
Excel Add-In OLE Action
Hi All, I wanted to see if anyone has been encountering this issue with the Excel Add-In. Oftentimes members of my team will go into Excel, log into the add-in, and then the whole Excel Application feezes. It freezes for a few minutes and then comes up with a message box saying "Microsoft excel is waiting for another…
Excel Add-In Use Cases and Benefits — With Master Anaplanner Alessio Pagliano
Certified Master Anaplanners are Connected Planning pioneers, building industry best practices and shaping the way Anaplanners everywhere utilize Connected Planning solutions every day. They understand the possible and are passionate about helping set the direction of the platform This month, we're sharing insights from…
Costume view with sorting in the excel add in
Hello, I have a Costume view with sorting. I want to create a connection to this view. When I do that and want to change the page selection i get the following messages: Why does this remove the formatting? Is there a way to solve this? Thank You, Ronit
Allow for “Send” only option in Anaplan excel plugin
Often times data doesn’t organically already exist within Anaplan, and users are either creating that data in excel or pulling that data from their parties using another excel plugin (Bloomberg, CapIQ, ODBC, etc.). Currently there is no simple way for them to map their formulas inside their excel sheet to always be pushed…
Excel Add-In model view
Currently when creating a new connection from Excel Add-In, The wizard picks up all modules that are available to Read, Read/Write for the end user. We want to limit the modules that are shown in this dialog without having to remove the 'Read' permissions. can we either add something like 'invisible in Excel' in the 'Roles…
Excel add in sorting
Can we have the option to Re-Order and Sort List items during Pivot ? In General, Custom Sorting is very important when people need to work from Excel.
Ability to manage metadata (add/delete/re-parent list items) via the Excel Add-in
Summarized Feature Request End users need the ability to manage list items, i.e. metadata, via the Excel add-in. By far the highest-priority and highest-value need is to add new list items. Situation Users switching from Oracle Hyperion / Essbase love the Essbase SmartView Add-in for office. One of the reasons they love…
Migrate from Excel Add-in version 2.6
Migrate the Excel Add-in from version 2.6 to the latest version to benefit from: faster performance; the ability to connect to saved views; the use of context selectors; and the use of pivot and filter to orientate and condense your data to one worksheet. Excel Add-in works in Microsoft windows on your PC only. Before you…
Excel Add-on: Sheet names update when changed on Anaplan
As an end user I would like the names of any sheets to update upon refresh if the associated module on Anaplan is renamed.
Excel Add-In: Improve performance populating model/module lists in Excel Add-in
Description: Performance needs to be improved or the user needs to be kept informed of what is happening. Impact: When creating a new view the list of modules to choose from can, potentially, take minutes to populate.
Overlapping text on /model-building/
Each time users change a page (via Select Pages) Anaplan’s excel plug-in creates a new tab. Use case: When a new month comes along, they would rather just select a new month via Select Pages and update the current sheet. Similarly to switch Versions a new sheet shouldn't be created. This is so that they don't lose their…
Excel Add in 3.2 name range format
In Excel Addin 3.2, the name ranges have changed names compared to 3.0, adding a connection guid to the end. There should be an option to keep the old format This will allow users to upgrade from 3.0 to 3.2 where they have formulas referencing name ranges
Excel Add-in Copy Excel Tab to Duplicate Query
Allow for the capability to copy an Excel tab containing the Anaplan Excel Add-In defined in that tab and duplicate in a new Excel tab. This will reduce having to completely setup a new view if exactly the same as the existing tab.
Anaplan Excel Add-in : Combination of versions 2.6, 3.0 and 3.1 in one future version
We are using Anaplan EXCEL Add-in version 2.6 because of its two-way data transfer concept. Unfortunately the later versions 3.0 and 3.1 are one-way Add-ins (no refresh-function). Our idea: Later EXCEL Add-ins should include at least the features of former add-ins in order to not be forced to run all Anaplan EXCEL Add-in…
Excel Add-in: Ability to detect if columns have become unlinked via named ranges
As an end user It would be useful to be notified when a column becomes unlinked from Anaplan and is no longer being updated. Currently this can be done by searching what is contained in the named range “AnaplanColHeader“. Note: LI1 has become unlinked and will not update on refresh. This could be done via a pop up that…
Series of Action (Process)
Hi Friends, I want to know, I have 6 Modules. Mod1 data flows to Mod2----> Finally Mod6. Now can I create any Action to automate the full process?
Excel Add-Ins with password protected spreadsheets
Hi, does anyone know if there are any workarounds when using the Excel Add-In, if you want to password protect your spreadsheet? We have an end user who wants to do this, but is getting error messages when the spreadsheet is password protected (fine when he takes the password protection out). Thanks, Andrew.
Hide model map button
Hi all, I've just noticed a new idea posted here asking for the model map button to be hidden/moved. Hopefully creating this forum post allow increased visibility for a workaround that works very well (while a long term solution might be delivered in the future). There is a nice browser add-in called A+ for Anaplan…

Extensions

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