About Magali_Pelissier

Magali_Pelissier

Great idea! I believe your second point will be addressed in the next release with the list drop-down data validation, see our release post here. Therefore I encourage you to test this new version once it is released and tell me if it solves the issue. The first point is still valid though, we will need Community Support. Thank you for your contribution!

Magali_Pelissier

Hi, I have not seen this error before. Could you please email Anaplan Support for investigation? Thank you very much.

Magali_Pelissier

@ntnminh - I am sorry to hear that you are experiencing issues. Please contact Anaplan Support so we can investigate. Thank you

Magali_Pelissier

@nathan_rudman - thanks for your suggestion. We offer both options at the moment so both are expected to work. If one of them does not work, then this needs to be shared with Anaplan Support for investigation.

Magali_Pelissier · ‎02-26-2020

I found the issue and it is normal behaviour: the first link I posted is to the User Research Programme forum (where the survey link is posted). So if you are not part of it, you cannot see it (hence the "message not found"). If you want to join our User Research Programme and be added to this forum, you can find more information and sign up here: https://www.anaplan.com/join-anaplan-user-research-program/

Magali_Pelissier · ‎02-26-2020

Thank you for flagging this. Can you try this link and let me know? It's working for me. https://www.surveymonkey.co.uk/r/QB6W62N Thanks

Magali_Pelissier · ‎02-26-2020

Whether you use the add-ins or not, we want to hear from you in a quick survey here: https://community.anaplan.com/t5/User-Research-Program/Excel-and-Powerpoint-Add-ins-Survey/gpm-p/61651#M100

Magali_Pelissier · ‎02-26-2020

Hi, To confirm: all the security settings in the add-in are based on Anaplan settings (model role, selective access, dynamic cell access) at the moment. Even if you create a read/write connection in the add-in, cells will not be editable if they are not in Anaplan. The same thing applies if you create such a connection (and you have write access) and then send the file to a colleague who has read-only access, they will not be able to send data back into Anaplan. I hope this helps.

Magali_Pelissier · ‎02-25-2020

Thank you very much for using the product, and I hope you see the benefits. You are right: at the moment, there is no customer-facing option to prevent send-and-refresh in the add-in. As the security is based on Anaplan, the only way to prevent this is to make the modules read-only in Anaplan itself (either with model role or dynamic cell access). This way, even if the user creates a read-write connection, they won't be able to send the data back into Anaplan. Would this work for you? Alternatively, there is a setting that could be changed in the add-in and Support could assist you with this if you send them an email. We have no plans to issue multiple versions, some with send-and-refresh and some without, in order to work around your issue. This means the following version of the Excel add-in, and all subsequent ones will build on the existing functionalities and therefore have send-and-refresh enabled by default. We are however looking into additional security settings following this idea on the idea exchange, feel free to contribute: https://community.anaplan.com/t5/Idea-Exchange/Excel-Add-In-Module-Security-Restriction/idi-p/38440 We have no timeline at the moment for this though. With regards to the deprecation of the previous add-ins, this is driven by a technology change which will prevent those add-ins from working in the future. We do not anticipate further deprecation at this point in time but I would recommend upgrading in order to benefit from the latest functionalities. I hope this helps.

Magali_Pelissier · ‎02-20-2020

I agree with the limitation on the number of cells when copying/pasting data. Why not try using the send and refresh functionality in the Excel add-in instead? The limit becomes 1m cells according to the considerations page.

Magali_Pelissier · ‎02-19-2020

Hi Nicole, Thank you for your interest in the Google Sheets add-on 😊 We are currently targeting the second half of 2020 for the GA. Release information will be posted on this page so feel free to subscribe to receive the latest information! 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.

Magali_Pelissier · ‎02-17-2020

Hi, Thank you for using the Excel add-in. This is intended behaviour. When you send the file to someone, you send it with all the data that was in it when you sent it. Your colleague opens it and can see everything. If they log in they still still everything because permissions (model role, selective access, dynamic cell access) are only checked when they click "refresh" or "send and refresh". If they refresh the sheet, the data will update based on their permission. I would recommend: 1/ letting them create the file themselves, so permissions are correct from the start 2/ or if you want to create the file, do as you do now and have them refresh the file once. Be aware that formulae linked to the Anaplan data will be affected 3/ or if you want to create the file, do it but by replicating their selective access and then send the file to them. Repeat this for your other colleagues with different selective access. I hope that helps.

Magali_Pelissier · ‎01-30-2020

Listen to Magali and Andrew discuss the benefits and impacts of Master Anaplanners and Centers of Excellence.

Magali_Pelissier · ‎01-15-2020

Hi all, I am reaching out to the Community to get your input about best practices for the Excel and PowerPoint add-ins. Please share your tips and tricks to make the use of the add-ins as efficient as possible! The suggested themes are: Governance of the add-in: upgrade process, version control, COE management of the add-in, training requirements... Excel / PowerPoint best practices: formula references, name ranges... Add-in best practices: set up the Anaplan model, modules and views for best add-in performance Creative usage: use the Excel add-in to create Word and PowerPoint documents... These are the points I have in mind so far, feel free to comment on them too: When you upgrade to a new version, take a copy of the file beforehand and refresh this copy. This will prevent compatibility issues: once refreshed with a new version, workbooks/slides are not compatible with previous versions of the add-in Avoid using the name ranges defined by Anaplan, instead create your own name ranges and make those formula-driven with an offset function so they automatically adjust when rows/columns are added to your data I am looking forward to hearing from you!

Magali_Pelissier · ‎01-06-2020

Hi @CalGW , There is a known issue about this: https://community.anaplan.com/t5/Known-Issues-and-Workarounds/Excel-V3-3-Unable-to-create-a-read-write-connection/m-p/55099#M104 I hope this helps

Magali_Pelissier · ‎01-02-2020

Thank you all for your interest in this functionality which is now considered for future roadmap. We will be investigating the levels at which we could provide this security setting (user, workspace, model, module or saved view) based on your feedback.

Magali_Pelissier · ‎12-18-2019

Hi all, Thank you for your interest in the Excel add-in. At the moment, we have no plans to develop a Mac version nor an online version because we have so far identified a higher demand for Office on premise and Windows. We are regularly reviewing the need for Mac and online versions so I would be happy to discuss with you when we kick off a new piece of user research on this topic. In the meantime, you can upvote the existing idea for Mac and create a new one for online Office on the Idea Exchange.

Magali_Pelissier · ‎12-12-2019

We are looking for your inputs to create best practices and tips and tricks about the Excel add-in, PowerPoint add-in and Google Sheets add-on. If you have found clever ways to use these products or recommend setting up reports in a certain way, please share on this thread. We will be publishing those recommendations in some articles on Community in 2020. Thank you for your participation!

Magali_Pelissier · ‎12-12-2019

These are great workarounds indeed. @wquan , please feel free to post your suggestion for enhanced filtering functionality on the Idea Exchange

Magali_Pelissier · ‎12-12-2019

Good suggestion. If you use the Excel add-in to send your data into Anaplan, the number of decimals displayed in Excel does not matter so that would be a simple workaround if you have to repeat this process regularly

Magali_Pelissier · ‎12-04-2019

Hi and thank you for your interest in the Excel add-in. You should expect the Excel Add-in to have the same impact on platform performance as a model view when you read or export it. So, if the view is designed efficiently (and the number of cells you are reading or writing is low), the impact on model performance will be low. I would be happy to hear thoughts from users on this topic as well

Magali_Pelissier · ‎11-27-2019

"Accept as solution" can only be done by the author of the topic, in this case @sweemaels, so you would not see the button. FYI it looks like the below

Magali_Pelissier · ‎11-26-2019

I can confirm connection to saved views cannot be pivoted or filtered, contrary to connection to modules. This is also valid in v3.3 released last week. If you are facing other issues, please raise a Support ticket and we will investigate. If this answers your question, please accept this message as solution. Thank you very much.

Magali_Pelissier · ‎11-25-2019

This is currently under investigation @Miran . Customers using proxies are advised to install the newly released v3.3 and contact Anaplan Support. please @damianshameer2 and @Fwolf , could you please raise a support ticket so we can investigate? Thank you very much

Magali_Pelissier · ‎11-25-2019

The Google Sheets add-on has been delivered on early access. Customers are advised to discuss with their Customer Success Business Partner for more information. There are no plans for a Google Slides add-on at the moment so that would need Community Support

Magali_Pelissier · ‎11-25-2019

The Google Sheets add-on has been delivered on early access. Customers are advised to discuss with their Customer Success Business Partner for more information. There are no plans for a Google Slides add-on at the moment so that would need Community Support @Miran

Magali_Pelissier · ‎11-25-2019

The Google Sheets add-on has been delivered on early access. Customers are advised to discuss with their Customer Success Business Partner for more information. @Miran

Magali_Pelissier · ‎11-25-2019

Thank you very much for these suggestions.I believe you mean read-write connection in your point 4, if this is the case, it has been delivered in v3.3. All the other ideas are brilliant and still need Community support.

Magali_Pelissier · ‎11-25-2019

This idea is under investigation @Miran . In the meantime, we recommend users affected by this change raise a support ticket. We apologies for the inconvenience.

Magali_Pelissier · ‎11-25-2019

This idea is under investigation @Miran. In the meantime, we recommend users affected by this change raise a support ticket. We apologies for the inconvenience.