Anaplan Excel Add-in version 3.4

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Anaplan Excel Add-in version 3.4

Is there a way to retrieve two or three Anaplan reports to one excel add-in tab? I tried but it jumped to a new tab.  Thanks.



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Re: Anaplan Excel Add-in version 3.4

Hi @vicky 

 

I believe you can only retrieve one module/view into one excel tab at a time. I assume that you're trying to create a view in excel that combines multiple modules? One way to accomplish this would be to have separate excel tabs for each Anaplan module and then create another "Dashboard" tab that uses excel formulas that refer to each of the module tabs.

 

This way, you could open the spreadsheet and just refresh the Anaplan module tabs and the resulting excel report tab would pull the refreshed values.

 

Hopefully, this helps!

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Re: Anaplan Excel Add-in version 3.4

Helps a lot. thank you!