Auto Export Anaplan Model Outputs in Excel format over email

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New Contributor

Auto Export Anaplan Model Outputs in Excel format over email

Team: I wanted to seek expert advice and see if this is feasible to auto-export Anaplan Model outputs in Excel format to various recipients over emails with native email app such as MS Outlook.

3 REPLIES 3
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Master Anaplanner/Community Boss

Re: Auto Export Anaplan Model Outputs in Excel format over email

@mporwal 

 

Why do you want to export the reports and bombard Users with emails? Instead you can take advantage of Anaplan Excel Add in. Users will get the reports in excel format with one simple click in excel.

 

To answer your query that seems possible with workflow but I am not certain.

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New Contributor

Re: Auto Export Anaplan Model Outputs in Excel format over email

You just read my mind and I was exploring Excel Add-in as we speak. Where can I find more information / resources related to the Excel add-in. Sounds like a pretty nice feature..

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Master Anaplanner/Community Boss

Re: Auto Export Anaplan Model Outputs in Excel format over email

@mporwal 

 

That's awesome. See if this helps. There are best practice articles on Anaplan Add ins as well. Make sure you go thru these. 

https://community.anaplan.com/t5/Add-ons-for-third-party-products/ct-p/Third-party-add-ons

 

You will have to Download the Latest Anaplan Excel add in from anapedia and install it. Link below

https://help.anaplan.com/anapedia/Content/Extensions_and_Addins/Excel_Add-in/Download-and-install-th...

 

Once installed create the connections and let the Anaplan do the talking

 

Hope that helps