You must be signed in to the Google Sheets Add-on to create a connection.
By default, new connections are read-only. However, you can choose to create a read-write connection. You can use read-write connections to update Anaplan with your changes using Send and refresh.
- There's a limit of 1,000,000 Anaplan cells and list items per worksheet. However, there's no limit to the number of worksheets you can use to display Anaplan data.
- Subsidiary views are not available in the Google Sheets Add-on. You can connect to a module with subsidiary views in it, but the Add-on detects these and filters them out.
- You must set your locale to the UK or USA in Google Sheets. This ensures you do not get an error in your column and row headings.
To create a new connection:
- Go to the Anaplan sidebar and click New connection.
The New connection dialog displays.
- Select a customer from the Customer drop-down menu.
- Select a workspace from the Workspace drop-down menu.
- Select a model from the Model drop-down menu.
- Select a module or view from the Module or view box. You can type into the Search field to narrow down the available options.
- Optionally, select the Read-write connection checkbox if you want to create a read-write connection.
- Click Next.
A preview displays the dimensions of the Anaplan module you're connecting to.
If you need to pivot or filter the dimensions, do this in the Anaplan source model.
- Click Finish.
The connection is created. You can now access your Anaplan data in Google Sheets.
You can choose to apply Anaplan grid styles and line item formatting in a worksheet. If you apply Anaplan styling this can slow down the refresh speed as the data updates the styling. The effect is more noticeable the more rows and columns there are in your connection.
Consider unchecking Apply Anaplan grid styling if you experience performance issues on refresh.