Make sure you meet any prerequisites before you upgrade or install the Excel Add-in.

The add-in checks for prerequisites during installation and prompts you to install them. 

Prerequisite software you need to download

Microsoft .NET Framework
(minimum version needed)
(Visual Studio Tools for Office) 
Proxy settings *
L, N, O, S

* L=Legacy / N=None / O = Override/ S= System

Microsoft Office version compatibility 

The add-in is compatible with:

  • Microsoft 365 (Online and Desktop)
  • Microsoft Office 2013
  • Microsoft Office 2016. 

Windows version compatibility

The add-in is compatible with:

  • Windows 8
  • Windows 8.1
  • Windows 10.
    Self-Service Security Assertion Markup Language (SAML) configuration is available for version 1803 onwards.

Note: The add-in is supported by Windows only. For Mac users, use a Virtual Machine (VM) that has Microsoft Windows installed. 

If we stop supporting a Windows or Office version, we'll let you know at least 30 days in advance via the Anaplan Community release notes.

Once you meet the prerequisites, you can download and install or upgrade the add-in. 


We update Anapedia regularly to provide the most up-to-date instructions.