Good afternoon, I have recently downloaded the Anaplan Excel Add-in. I would like to create a view based on my 'development model' (we are using ALM), in order to be able to test the add in. When trying to add a saved view of a module (any module) , the add in shows me the following error: New Connection - Cannot access view. Add-in is working fine for the default view or the module itself. I've made the test using the deployed model, and Add-in seems to be working fine for saved views but on mode 'read only'. Is this error due to the ALM model status? If yes How can we create an excel add-in for a 'development model'? Is there any article available somewhere to guide us on this ? If no, to what Is this error due? Thanks in advance for your help, Sarah
In excel add-in v 3.2, I am able to retrieve from a Saved View, if it has only one dimension in the rows. When I adda second dimension in the Saved View, I get "New Connection. Cannot access view." Is this a known limitation?
Follow-up- In version 3.2, If data connection is made from excel to a saved view, then user cannot alter the pivot. If connection is made to the module, user can use the add-in's pivot to stack more than one dimension in the rows.
1. You can connect to a module, and pivot/filter it in the add-in.
2. You can connect to an Anaplan saved view, which cannot be pivoted/filtered in the add-in. However, you can pivot/filter it in Anaplan itself, and then save the saved view. Then go back to the add-in and refresh it.
If you would like to pivot/filter option 2 in the add-in, this is not in our roadmap but can be raised on the idea exchange.
I hope that helps 🙂
Magali Pelissier, Product Manager - Extensions (Excel Add-in, PowerPoint Add-in, Google Sheets Add-on) Check out our dedicated Community page in the Platform section!