The Extensions Bulletin: July 2020

Certified Master Anaplanner

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 The Extensions Bulletin | July 2020

 

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What's New?

  • We're sharing insights from Anaplan Technical Lead Eddie Dvorak to illustrate how we test our products before releasing them to customers. This Q&A also provides best practices and principles that customers can apply to their Anaplan models.
  • We added a way to bring in module data over the 1million cell limit in our Excel Add-in best practices.
  • We added tips and tricks about how to create butterfly reports and handle multiple data formats for a single line item in our PowerPoint Add-in best practices.
  • We ran several feedback sessions about Security/restriction for the add-in (similar to this idea and this other idea). It's still time to see our prototypes by joining our Extensions feedback group!
  • Excel Add-in 4.0 is almost ready for release in August*. Subscribe to the monthly blog post and feature notifications to get notified by email when new features are officially announced.

* Disclaimer: Please note: The information here is subject to change right up to release go-live time. This post is not a commitment to provide any features by a certain time frame and enhancements to the product may change before release.

 

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Community and Events

  • The blog post defining our new Extensions product family ranked in the top 5 most visited blogs in the 2 weeks of its publication.
  • We are looking for volunteers to write blog posts about the Extensions, like this one. Contact me for more details. Master Anaplanners can earn points towards their certification.

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Your Ideas

See an idea you like? Vote for it to increase its popularity.

  • Ideas on roadmap

 

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Recognition

 

 

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Did You Know?

  • Most users of the Community - and therefore members of our feedback group - are model builders. When we ask for feedback, we may sometimes ask to talk to other people in your company who are more likely to use some features, for example, end users, Centre of Excellence members or IT teams. Feel free to ask them to join the Community or invite them to the feedback sessions.
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End-User Tips and Tricks

  • You can create multiple connected sheets in a few clicks with the multi-sheet functionality. For example, if you need to create a report with one worksheet per cost centre or geography, connect to a module or view and make sure the dimension (cost centre or geography in this example) is located in pages. Then, turn on the multi-sheet toggle and watch your multiple sheets with Anaplan data appear. Read our online user guide for more details.

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Model Builder Corner

  • Typically, tables consist of list members on rows above and columns on the left of the data grid. An example of butterfly report is when a list (as a column) is located between two columns of data cells.
  • The PowerPoint Add-in doesn't have any native functionality to display the list column on the left. Follow these steps as a workaround:
  1. Create the standard report view with the PowerPoint Add-in by creating a table A connected to your module
  2. Create a new module in Anaplan, dimensioned by a line item subset (to collect the cost data) and a numbered list for which the display name is empty.
  3. Create a table B with the PowerPoint Add-in, connected to this module
  4. Adjust the position of this table so it is displayed on the left of your table A
  5. Reduce the width of the first column in table B to the minimum
  6. Optionally, apply PowerPoint table formatting, for example, to hide the borders of your tables according to your desired formats

Read more about our PowerPoint Add-in best practices.

 


 

What's this bulletin?
It's a monthly update about the extensions, directly coming from the development team. Watch out for the next one at the end of each month.

How does it differ from the monthly release post?

Contrary to the release information which covers all the Anaplan products, we focus on the extensions.

Why should I care? How does it impact me?

If you are one of our 1,000+ users of the products, then you might want to read our bulletins as well to be on top of everything that's going on. If you are a Master Anaplanner or on the path to become one, you should definitely be interested in learning this information too.

Do you like this bulletin? Would you like to suggest ideas?

Give some kudos on this Community post and help share this article on LinkedIn. If you have suggestions or feedback, please write them in the comments.

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