Ability to embed models, charts, graphs, forms, etc. outside of Anaplan

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Mariadawnp
Mariadawnp Member, ALL USERS, GroupMember Posts: 1 Occasional Contributor
in User Experience

I would like to be able to embed models, charts, graphs, forms, etc. outside of Anaplan into emails, web pages, documents so that they are updated real-time.  Some examples of use cases: 

  • Email a report that's updated regularly.  When the viewer looks at the report, it shows real time data
  • Embed a form on a web page to collect information for my model 
  • Share benchmarkeitng data via a graph that updates real-time on a website as people are entering their data. 

Thanks! 

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Comments

  • maxwangshuai
    maxwangshuai Member, ALL USERS Posts: 2 New Contributor

    HI @Rebecca ,

     

    I am new to Anaplan, may i know whether the Embed function is arleady implemented in Anaplan? 

    Appreciate it a lot.

     

    Max

  • EliR
    EliR Member, ALL USERS Posts: 1 Not applicable

    @Rebecca - some other uses:

    • Embed anaplan reports in tableau dashboards, so we don't have to re-create them from scratch
    • Easy links/embed with dynamic url parameters for filtering.  For example, send the same email to all sales leaders, but have a url parameter in the embedded report that has email=<email> that the email sending software populates, so when the sales leader clicks the link, its pre-filtered for their team
    • Embedding in salesforce - i.e. show a customers Revenue & Forecast on the salesforce account page
  • RakeshMishra
    RakeshMishra Member, ALL USERS Posts: 1 New Contributor

    @Rebecca , Do you know if there is any update/information regarding this topic?
    Use cases mentioned by @EliR is valid and we also have similar use cases. Looking forward to get solution/workaround to get this done. 

     

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