About Magali_Pelissier

Magali_Pelissier

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

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

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.

Magali_Pelissier · ‎11-25-2019

Hi @AlexisY and @njduncanson , I am the Product Manager for the Excel add-in and I can confirm this option is available as "clone connection". @Miran this idea can be marked as delivered 🙂

Magali_Pelissier · ‎11-25-2019

Hi Sheena, Thank you for your reply. I have looked into your support ticket and the analyst is suggesting it may be an issue with you language / decimal separator setup on your machine. He provided you with steps to follow in order to change those settings. I will keep an eye on your ticket but trust our Support team is on top of this. I hope this helps

Magali_Pelissier · ‎11-25-2019

There is now an app in the app hub to help you estimate the time it would take you to migrate your workbooks. Download it here >>> https://community.anaplan.com/t5/Other/Migrate-Excel-Add-in-version-2-6-to-version-3-2/ba-p/55008

Magali_Pelissier · ‎11-25-2019

Hi Usman, Thank you for your message. I am the Product Manager for the Excel add-in and I am sorry you have been experiencing issues with the add-in. We have released last week a new version 3.3 so I would recommend upgrading to this version. If you still face an issue, please contact Anaplan Support. Thank you very much.

Magali_Pelissier · ‎11-25-2019

Hi Alex, I am the Product Manager for the Excel add-in. I can confirm v3.3 which was released last week has the 2-way connection so you may now upgrade to the new version. Here is more information: https://community.anaplan.com/t5/Releases/What-s-new-Excel-and-PowerPoint-add-ins-and-a-new-version-of/ba-p/54853 @Miran this request for enhancement has been delivered

Magali_Pelissier · ‎11-19-2019

Hi all, An update about the Google Sheets add-on. We are currently on early access, so the documentation is not published on Anapedia but on a closed forum group. Some people have requested access to the group recently and been confused that I had to reject their access. For legal reasons, products in early access are in a closed group and access is given upon approval. If your company is not part of the early access programme, your request to join the group will have to be rejected. I understand you would like to access the documentation and this is why we are currently reviewing the way early access products are presented in the Community so that the information is shared publicly even to customers who are not part of the programme. I hope this initiative gets completed in the next few months. Thank you for your understanding. Magali

Magali_Pelissier · ‎11-18-2019

Happy to go with 29 January and the NewUX presentation if each one of us bring one of their boards 🙂

Magali_Pelissier · ‎11-18-2019

Anaplan swag that is both useful (so people use it) and environmentally friendly (made from recycled material and recyclable), and reduce the distribution in general (it feels like some of it is not used so wasted). Potentially make some very good quality ones for Master Anaplanners and have them to vote for they favourite? Increase the quality and reduce the quantity

Magali_Pelissier · ‎11-18-2019

Please find below a video showing how to migrate your workbook.

Magali_Pelissier · ‎11-13-2019

Hey all, Thank you very much for joining today! I hope you enjoyed the customer presentation and the discussion with David Smith. A few callouts from today's session: Looks like it is now time to read the PLANual: https://community.anaplan.com/t5/Best-Practices/The-Planual/ta-p/49773 Best practices can be found here: https://community.anaplan.com/t5/Best-Practices/tkb-p/communitykb Back to the future method: https://community.anaplan.com/t5/Best-Practices/Save-Incomplete-Changes-when-Synchronizing-in-ALM/ta-p/33595 Revision tags best practices: https://community.anaplan.com/t5/Best-Practices/Revision-Tag-Best-Practices/ta-p/33596 What is ALM: https://community.anaplan.com/t5/Best-Practices/What-is-Application-Lifecycle-Management-ALM/ta-p/33539 Data hub best practices: https://community.anaplan.com/t5/Best-Practices/Data-Hubs-Purpose-and-Peak-Performance/ta-p/48866 We challenge you to calculate how much space you could save in your models by following these best practices as opposed to looking to reduce sparsity at all cost. Post the results of your calculations below!

Magali_Pelissier · ‎11-13-2019

Feel free to post on the linkedin group too: https://www.linkedin.com/groups/8739088/

Magali_Pelissier · ‎11-13-2019

Join me and Andrew Tye for a discussion about Master Anaplanners and Centres of Excellence! https://www.linkedin.com/posts/magalipelissier_masteranaplanner-usergroups-live-activity-6600384372480761856-5aKy

Magali_Pelissier · ‎11-13-2019

Hi, I am Magali, the Product Manager for the 3rd-party add-ons (Excel add-in,PowerPoint add-in and Google Sheets add-on) at Anaplan. I was a model builder before and I am a Master Anaplanner, check out my LinkedIn profile for more information and the latest news about what's going on at Anaplan. https://www.linkedin.com/in/magalipelissier/ I was part of the initial group of users who joined this forum and it has been an amazing journey, it's good to have technical sessions and talk the same Anaplan language with other model builders. I am working on the next releases on the add-ons and they are exciting - watch this space! Feel free to post questions on the Community and I will do my best to answer your modelling or add-on questions. And join our user research programme if you want to help shape the future of the platform! https://community.anaplan.com/t5/User-Research-Program/gp-p/userresearchgroup My goals with the forum are: - Meet fellow model builders - Have fun - Help people in their journey to become a Master Anaplanner - Gather your feedback for Anaplan products and customer experience I look forward to hearing from you!