In Series 4 of the Excel Add-in, you can synchronize your data with Anaplan model data. Once the refresh completes, the add-in displays the latest data from the Anaplan module or view you're connected to.

You can refresh read-only and read-write connections to modules or saved views.

When you refresh a connection, it can result in the loss of data in your worksheet if it's not part of your Anaplan model.

To refresh your current connection, select Refresh > Refresh Current Connection.

To refresh multiple connections in the current workbook, Refresh > Refresh Current Connection. Choose the connections to refresh, then select Refresh.

If your refresh can't complete, the add-in informs you of what action to take to complete the refresh. Learn how to troubleshoot these errors.

When you select Refresh for a brought-forward line item configuration you've changed in a module:

  • The change displays in the add-in after you sign out and sign in again.
  • If you don't interact with the add-in between the 20th and 30th minute of a connection, you're automatically signed out. Next time you sign in, the change is applied. The requirement to interact in this 10 minute period is regardless of activity levels in the first 20 minutes.