The Extensions Bulletin: May 2020

Certified Master Anaplanner

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 The Extensions Bulletin | May 2020

 

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What's New?

  • Read the interview with @Alessio_Pagliano, a Master Anaplanner who just started using the Excel add-in. In just a few weeks he's already convinced his management team to adopt it with a POC that demonstrates the benefits in terms of data reconciliation, specific visualizations, templates, and presentation packs! "It’s so easy to use that you can practically create everything you need without any training."
  • We added two new pages to help you find information about the different versions of the Excel and PowerPoint add-ins. It's now much easier to find out what's in each release and the relevant documentation.
  • We want your opinion! Join our dedicated feedback group and tell us what you think of our new one-stop shop and monthly bulletins!

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Community and Events

  • Our new one-stop shop on Community is trending with more than 1,000 views over the last month.
  • Interactive session, June 11:  will be running a quiz in our UK&I virtual user group on June 11. Register now to learn about the benefits of extensions.
  • March 2020 survey results: We will be sharing the results of the March 2020 survey in June. Join the feedback group to read the results.

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Your Ideas

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

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Recognition

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Did You Know?

  • This is our second monthly bulletin. The first one attracted more than 100 visits and 15 kudos, making it into the top five most viewed blog posts on Community! If you like it and support this initiative, give us some kudos here and share it.
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End-User Tips and Tricks

  • The "Send and refresh" functionality of the Excel add-in has moved between 3.3 and 3.4.
    • In 3.3, it was available from the toolbar, next to the page selector as well as from the ribbon.
    • In 3.4, the button has been removed from the toolbar and the button in the ribbon has been renamed to "Show changes". This is because we have added a new functionality. Clicking on "Show changes" means you can see the edits you have made to your data before sending it to Anaplan. If you made any errors, such as entering an invalid value, you will be alerted in the activity panel on the right-hand side.
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Model Builder Corner

  • There is no identification of modules or views used by the extensions in Anaplan. If you make changes to a module or a saved view that is used by the extension, you may risk breaking your connection.

    • Although small changes are handled by the extensions, such as new list item or line item, bigger changes such as a change in dimensionality cannot always be dealt with automatically.
    • It is recommended that you use a specific naming convention to indicate that a view or module is used by the extension (for instance P&L_report_XL to indicate it is used by the Excel add-in). You can also mention this in the “notes” column but it is less visible.

Read more about our Excel add-in best practices.

 


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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