Make action to export data based on view dynamic

Options
Mathias.Beckers
Mathias.Beckers Member, ALL USERS, Partner Posts: 4 Master Anaplanner of the Year
in Extensibility

Hi all,

 

We currently have a dashboard showing a view that is updated automatically based on selections and filters on top (e.g. if you select a certain country or brand, only the relevant SKUs are shown).

 

Next to this view we want to offer export and import actions so the user can create an offline CSV, work on those numbers and then re-upload that CSV to get the data back in Anaplan. 

 

Is there a way to make the view used to export dynamic, i.e. it takes over the selection of brand and country and the filter on relevant SKUs to export?

 

Thanks,

Mathias.

Tagged:

Comments

  • Mathias.Beckers
    Mathias.Beckers Member, ALL USERS, Partner Posts: 4 Master Anaplanner of the Year

    Hi,

     

    Thanks for your thoughts and reflections, glad to see they go the same direction as we had been thinking of as well. Must say, we haven't thought of the parameters and selectors to customize the export and basically redo what they did on the view ... even though it is indeed repeating what they already did, it could be a nice way of dealing with this.

     

    Thanks!

  • Mathias.Beckers
    Mathias.Beckers Member, ALL USERS, Partner Posts: 4 Master Anaplanner of the Year

    Hi Andrew,

     

    We've experimented with the Excel Add-in in the past as well, could indeed be an option as long as things remain pretty static in my opinion. But as soon as you have updates in your lists (in our case it waz very likely that new SKUs where added along the way), we encountered issues with the Excel views, especially if then also users where referencing data from different files and or sheets to make it dynamic.

     

    Did see a glimpse of the new XLS add-in that's coming out soon at the HUB in London, might be worth reconsidering depending on how that one will work!

     

     

Categories