Options are the Anaplan XL installation level defaults, which are applied to any new workbooks opened during the Excel session.
User interaction
The user interaction options include:
| User interaction options | Description |
| Language | Select to set the interface language. |
| Show right-click menu option at top (restart Excel to apply) | The Anaplan XL right-click menu option is by default at the bottom. |
| Use task pane for new grids | Automatically opens the task pane when a new grid is created. |
| Automatically apply changes in task pane | Changes are made instantaneously. |
| Disable draggable grid labels | Force all dimension labels on Grids to be hidden. |
| Show Execute Script (restart Excel to apply) | Displays the Execute Script button on the ribbon. This allows you to run Anaplan actions and processes. |
| Anaplan XL workbooks open disabled by default | This prevents Anaplan XL from connecting to the data sources when a workbook is opened. To connect and refresh the report, select the Activate Workbook button in the ribbon. |
User experience
The user experience options include:
| User experience options | Description |
| Case sensitivity | Selects whether searches should be case-sensitive, case-insensitive, or should use the cube default. |
| Automatically select Children of first member | The children of the first member are applied as members when a hierarchy is selected, for example, for a slicer. |
| Don't show Dynamic Chart warning | Controls whether Anaplan XL warns when it limits the number of charts it shows in a Dynamic chart (small multiple charts). |
| Chart default text colour | This defines the default color for any text displayed in a dynamic chart. |
| Display Conversion Options | Shows the Convert from options in the Anaplan XL ribbon. |
Connectivity options
The connectivity options include:
| Connectivity options | Description |
| Use default credentials for web proxy | Apply Windows' standard proxy settings when connecting to web services. |
| Use SSO credentials for web logon | Whether to use SSO credentials for web logon. |
| Use Google China for maps | Whether to use Google China for maps. |
| Forms logon: Remember cookies for Excel session | Remembers the available cookies for the duration of Excel sessions |
| Enable logging | Enable Anaplan XL traces to be written to a log file. Select the file path and logging level. Only enable this if Customer Care Support has suggested this. |
General data options
The general data options include:
| General data options | Description |
| Show Cancel Query button after | The time it takes for the Cancel Query window to appear so that long queries can be canceled (in seconds). |
| Default Connection Timeout | Overrides the default connection timeout with the value provided (in seconds). This applies to all connection types. |
| Dynamic Charts temporary folder: | Overrides the default temporary folder used for dynamic charts. |
Member options
The member options include:
| Member options | Description |
| Default at level view in member tree | Sets the default view of hierarchies to be level-based, rather than member-based. |
| Use single members on filters | Instead of adding new members to the member selector, replaces existing members when the hierarchy is in the filter area. |
| Limit for quick search | Limits the number of members that can be searched for to the specified value. If there are more items available in the Member Selector tree view, the Advanced Member Searching dialog is displayed instead. |
| Default search type: | Select a default search type to use for a quick search:
|
| Limit number of members returned in tree to | Limits the number of members returned in the Member Selector tree view to the specified value. Review Expand Large Hierarchies for more information. |
| Auto-expand levels in Compact Grids | When the compact style is used for a grid, the first level is automatically displayed; otherwise, only the total is shown. |
Measure options
The measure options include:
| Measure options | Description |
| Sort measures alphabetically | Rather than the cube-defined order. |
| Show measures groups | Where applicable, show Measures in their Measure Groups as defined in the cube. |
| Default at level view in measure tree | Sets the default view of the measures hierarchy to be level-based, rather than member-based. |
| Use Implicit measures in Power BI / Tabular SSAS | Creates a measure by applying a standard aggregation function, such as SUM or COUNT, to the field that's been dragged to the Selected Columns area of the Table Editor. |
Hierarchy options
The hierarchy options include:
| Hierarchy options | Descriptions |
| Sort hierarchies alphabetically | Rather than the cube-defined order. |
| Show dimensions in folders | Display folders shown at a level above the dimension rather than beneath the dimension. |
| Show named sets in the hierarchy editor | Adds named sets defined in the cube or in the workbook in the hierarchy editor alongside normal members. |
| Show slicers in hierarchy editor | This shows the available slicers for the selected hierarchy in the 'Member Selector' tree view. |
| Display Dimension Name with Hierarchy Name | Prefixes the hierarchy name with the dimension name. |
| Show sets in folders | Controls whether Anaplan XL displays named sets in defined display folders or not. |
| Pick parent-child hierarchies by default | Select the first parent-child hierarchy in the list of hierarchies in the Report Designer, instead of the first field. |
| Automatically display dragged hierarchies in Designer | Automatically displays the list of available members in the Report Designer when a hierarchy is added to the grid layout. Uncheck this box to prevent the list of members from being displayed automatically. |
Writeback option
Select the option for Maximum cells to writeback in one edit: Maximum number of cells that can be written at once. Use to optimize write processing when the performance of the source model or connection is limited.
Formula engine options
The formula engine options include:
| Formula engine options | Description |
| Allow formula calculation in Design Mode | Updates Anaplan XL formulas when the Excel Refresh Formula command is fired while in Design mode. |
| Formulas move With Members to Where clause | Controls the MDX generated for formula reports. |
| Formulas maximum Tuple count | Controls the MDX generated for formula reports. |
Tabular Analysis Services options
The Tabular Analysis Services options include:
| Tabular Analysis Services options | Description |
| Disable unrelated columns in Tabular Designer | Sets whether Anaplan XL automatically attempts to disable unrelated columns for the tabular report designer. |
Pivot view options
The pivot view options include:
| Pivot view options | Description |
| Pivot View maximum rows to retrieve | The maximum number of rows to include in the report (default 100,000). |
| Pivot View maximum cells in report | The maximum number of cells to include in the report (default 10,000,000). |
| CSV Text Driver | Text driver to use for Pivot views (Anaplan XL CSV client recommended). |
Power BI options
Select the option for Power BI Protocol: Protocol to use for Power BI connections.
Essbase options
The Essbase options include:
| Essbase options | Descriptions |
| Use Anaplan XL XMLA provider | Foreces the use of the Anaplan XL XMLA provider to connect to Essbase. |
| Essbase Caption Type | Selects from where the Essbase connection retrieves its captions. |
SAP options
The SAP options include:
| SAP options | Description |
| SAPHanaProtocol | The connection protocol used, for example, OLEDB, ADO.NET. |
| SAPBWProtocol | The connection protocol used, for example, OLEDB, ADO.NET. |
| SAPHanaLogPath | The log path for SAPHana connections. |
Use conneciton pooling option
Select the Close SAP Hana connection pools on refresh: Closes the SAP HANA connection pools when refreshing.
Kyvos Protocol option
Select the option for Kyvos Protocol: Communication protocol to use when connecting to Kyvos.
Teradata Protocol option
Select the option for Teradata Protocol: Communication protocol to use when connecting to Teradata.
TM1 options
The TM1 options include:
| TM1 options | Description |
| Check SSL Certificates | Verifies the authenticity of the server when connecting to TM1. |
| User Server name when connecting | Uses the server name when connecting to TM1. This depends on how your TM1 authentication is configured. |
| Default CAM Namespace | The default CAM namespace to use when no specific namespace is specified upon logging in to TM1. |
| Register TM1 Functions | Registers TM1 functions when connecting to TM1. This depends on how your TM1 server is configured. |
| Convert TM1 Workbooks | Converts TM1 workbooks. This depends on how your TM1 server is configured. |
| Use MDX searching | Use MDX when searching the TM1 metadata. |
| Localize cube text | Localize cube text. This depends on how your TM1 server is configured. |
Anaplan options
Select the option for the Environment: Default environment to use when connecting to Anaplan.
Use Universal Login option
Select the option for Maximum cellset request size: The maximum number of cells that can be returned when querying Anaplan.
Incorta option
Select the option for OAutho info url: Authentication URL to use for connecting to Incorta.
Relational data option
Select the option for Load metadata in the designer by default: Uncheck this option to prevent the list of available objects in the Query Editor from loading automatically. Use the Display Metadata button to load the metadata on demand in the same window.
Web publication
The web publication options include:
| Web publication | Description |
| Maximum number of columns allowed | The maximum number of columns allowed per page. |
| Maximum number of rows allowed | The maximum number of rows allowed per page. |
| Publish to Anaplan XL Web instead of Anaplan FCR (Financial Consolidation and Reporting) portal | Check to publish Anaplan XL reports to an Anaplan XL web server. Uncheck to publish to an Anaplan FCR web server. |
Web publication history options
The web publication history options include:
| Web publication history options | Descriptions |
| Default Web Address | The default web address for publishing. Recent web servers that have been connected to are listed. |
| Web service send timeout (minutes) | The send timeout for the publication web service. |
| Log Publication Process | If there is a problem, log additional detail. |
Workbook default general options
The default general options for new workbooks include:
| Workbook default general options | Description |
| Format File | The default FormatSheet location. |
| Always Hide format sheet | Sets whether the format worksheet is hidden when created in new workbooks. |
| Default grid title | The default title of the grid. |
| Default comments web server | The default web server for commentary. |
| Available Actions – Ignore multiple filter members | If multiple members are selected on filters, these are ignored when deciding which actions to display. |
Workbook default formula options
The default formula options for new workbooks include:
| Workbook default formula options | Description |
| Replace null values | Replaces null values with the contents of the Replace null values with text field. |
| Validate members | When parsing a member, the formula will check that a valid member has been selected. |
| Validate members hierarchies | When parsing a hierarchy, the formula will check that a valid hierarchy has been selected. |
| Remove drill indicators | Don't display a sign showing that row/column can be drilled. |
| Support alternate approach for TM1 DBRW formulae | Alternate approach when using TM1 write formulas. Only enable this if this has been suggested by Customer Care Support. |
Workbook default formula drilling options
The default formula drilling options for new workbooks include:
| Workbook default formula drilling options | Description |
| Remove nulls when drilling | If there are any null rows/columns when drilling down on a member, they'll be removed so that there are no fully empty rows/columns in the report. |
| Remove 0 values when drilling | If there are any rows/columns when drilling down on a member that only contain zeros, they'll be removed so that there are no zero rows/columns in the report. |
| Resize Columns after drilling | This allows a column to resize itself when drilled. |
| Indent drilled members | When the user drills down on a member, they'll be displayed indented. |
| Lighten background color on drill | When the user drills on a member, a slightly lighter version of its background color will be used for the new members. |
