A Generate Anaplan XL Report task is a task that doesn't require any action. It creates an Anaplan XL report and sends it to ‌Azure File Storage. The report can then be consumed by Anaplan Disclosure Management.

Configuration pane parameters

The key parameters include:

ParameterDescription
NameEnter the name appearing on the task.
Anaplan XL ReportsSelect from the list of reports to generate, along with their respective parameters.
Destination 

Select the destination/location in which the reports need to be distributed.

  • File System: Distributes the generated report to the file location in Explorer as specified in the Folder parameter.
  • Azure File Storage: If your tenant has an Azure File Storage data source, the report can be sent to this location. You can set the Share and Folder parameters to do this.
FolderSpecify the folder of the Destination. It's an optional parameter.
Format

Select the file format for the generated report:

  • PDF
  • Excel
  • PowerPoint
DescriptionWhen specified, overrides the filename of the generated report.
Allow overwriteEnable to allow newly generated reports to overwrite any existing reports in the Destination.
Use Name for parametersIndicates that the member name should be used instead of the key when parameters are linked to members.
Advance RuleSpecify how to advance to the task. The default is All predecessors have completed. 

Configure a Reporting task

To configure a Generate Anaplan XL Report task:

  1. Drag the Generate Anaplan XL Report task onto the Workflow Editor canvas to add it.
    Find the Generate Anaplan XL Report task in the Reporting section of the Workflow toolbox.
  2. Select the Generate Anaplan XL Report task and select the Edit icon to edit the parameters in the Task Configuration pane.
  3. Fill in the required parameters. 
    1. The default Name prepopulates ‌to Generate Anaplan XL Report n. Modify this name if need be.
    2. In the Activity Reports section, add Anaplan XL reports from the Explorer. You can view these reports.
    3. Select + to select the report to add. Select the report from the Explorer. 

If report doesn't have any rules, add a description to the item. If the report has parameters associated with it, set the parameter values. Parameters can be:

Parameter ValuesDescription
Member selection

Select inside the white edit box for the field to set the member to an available member. 

A prompt to select a member displays. Select a member from the list of members available.

Dropdown list selection

If the report has been set up to use a selection from a list of values, there'll be a dropdown list beside the dimension. 

Select a value from the list of available options.

Custom parameter

You can override the member selection and dropdown list to use a custom parameter. 

Select the widget icon to the right of the member edit box to set a custom parameter. The Pick a Parameter dialog appears.

A customer parameter can either be:

  • A hard-coded value such as Jan 2024. Or,
  • A global variable such as {GlobalVariable.CurrentPeriod}. 

If your workflow is a Bursting Workflow and uses For Each tasks, you can also use the Subprocess syntax to pass in the member in the iteration, for example {{Subprocess}.Name}.

Enter the custom value in the edit box labeled Custom.

For more information on Workflow Subprocess syntax, read Using Workflow Subprocess Syntax in Bursting Workflows.

Process parameter

You can choose to set up the report to use the members that are selected when the workflow process is started. 

Select the widget icon to the right of the member edit box to set a process parameter. The Pick a Parameter dialog appears.

If Process Parameters have been set up for the workflow, they appear in a list at the top of the dialog. Select an appropriate value.

For more information on Process Parameters, read Set up a Workflow to Use Parameters.

  1. Add additional reports as needed.
  2. Select OK to apply your changes in the Task Configuration pane. 
  3. Select Save to save the workflow.
  4. Select the Play icon in the Workflow Editor toolbar to start the workflow.
    Once the workflow process completes the Generate Anaplan XL Report task, the reports are created and sent to the place you set.