About wnm106

wnm106 · ‎04-24-2020

This has already been incorporated in the Excel plugin. Please review this thread for additional context: https://community.anaplan.com/t5/Anaplan-Platform/Pushing-excel-formula-results-into-Anaplan-using-the-excel/m-p/68273/highlight/false#M13052

wnm106 · ‎04-24-2020

@MagaliP , this is exactly what I was looking for. Great to see that feature already available!

wnm106 · ‎04-24-2020

@sprender does also include the ability to load your own colors for list item style conditions? We’re currently limited to a very bright spectrum.

wnm106 · ‎04-14-2020

Often times data doesn’t organically already exist within Anaplan, and users are either creating that data in excel or pulling that data from their parties using another excel plugin (Bloomberg, CapIQ, ODBC, etc.). Currently there is no simple way for them to map their formulas inside their excel sheet to always be pushed into Anaplan without the Anaplan excel plugin overwriting the cell formulas with updated values. I’m proposing adding a “Send” only option to the plugin that doesn’t perform the refresh in the excel file. This will allow users to map the Anaplan values to formulas they create in their excel file with the knowledge that the value they see in their excel file will always be published to Anaplan. This will allow end users to effectively interact with external data sources and leverage the power of the excel plugin to promote the third party data to Anaplan.

wnm106 · ‎04-13-2020

What I want to accomplish is to pull down data from a module in Anaplan using the excel plugin, overwrite the Anaplan value with an excel formula, and push the result of that formula back into Anaplan. On the initial refresh it will send the calculated value into Anaplan, but on refresh, it wipes out the formula that I entered. Looking to see if anyone knows of a way to maintain the formula for that cell instead of having Anaplan overwrite it with the updated value on refresh. In effect, I want only a "Send" function instead of a "Send and Refresh". Thanks, Bill

wnm106 · ‎04-06-2020

Thanks Akhtar. That’s what I figured my options were. My challenge is the “company” dimension you have selected is actually bound to a different list, and I have a line item on the other dimension that points to my flat list. Sounds like you need your flat list value to be a dimension in the module in order to launch the linked dashboard, which unfortunately my module does not.

wnm106 · ‎04-06-2020

I have a module that's bound to a hierarchical list. Within that module, I have a list item that's bound to a flat list. I want to create an "Open Dashboard" action that launches a new dashboard using the List Context of the Flat List that's tied to the List Item. Currently the Action is configured below and I hit the error "Invalid Selection - please select single item from the 'FL Obligor' list". Any thoughts would be appreciated.

wnm106 · ‎03-26-2020

This would be a well received feature as figuring out where you need to scroll to on a dashboard for certain interactions can be difficult when you have a lot of sections. This would simplify how a user navigates their dashboard and allow them to quickly jump to key sections.

About wnm106

Re: Allow for “Send” only option in Anaplan excel ...

Re: Pushing excel formula results into Anaplan usi...

Re: Change colors to company colors in graphs / Fl...

Allow for “Send” only option in Anaplan excel plug...

Pushing excel formula results into Anaplan using t...

Re: Open Dashboard action using a List Item Flat L...

Open Dashboard action using a List Item Flat List

Re: Page Anchors for Dashboards and New UX

Import Current Period

Collapsible sections within Dashboards

Numbered List Actions - New UX

User Filters

Ability to Format Cells and Cell Contents