Add the ability to save any modified (and adhoc reports), displayed using the Page Viewer Web part, directly back to SharePoint.

Ensure you are running the latest Anaplan XL Web part and add the line below to the Anaplan XLWeb Config:

<add key="SharePointServerUrl" value="http://sharepointserver"/>

The Save option on the toolbar will now show the SharePoint structure and the file can be saved as usual.

This step is also needed if setting up scheduling for SharePoint-based servers.

Include links to the adhoc designers in SharePoint (both standard grids and Analytic Books). To do this, create a new page containing the Page Viewer web part and then link to:

http://server/Anplan XL Web/WebForm/Connect.aspx?toolbar=True&embedded=SharePoint

for Adhoc grids or for Analytics books, use the below:

http://server/Anaplan XL Web/WebForm/Connect.aspx?Mode=AnalyticsBook&toolbar=True&embedded=SharePoint