1. Extensions
  2. Excel Add-in Series 4
  3. Workbook Conversion

Use Workbook Conversion to convert workbooks made in versions 3.1 through 3.4 of the Excel Add-in to be compatible with Series 4 versions.

Workbooks created in Series 4  of the Excel Add-in are not backwards compatible with Series 3. Workbooks created in, or converted to, Series 4 cannot be opened in Series 3.

If you convert a workbook to be compatible with Series 4, you can choose to save a back-up of the original workbook. You can use the back-up with the version of the Add-in it was converted from. 

To convert a workbook:

  1. Open a workbook created in Series 3 of the Excel Add-in.
    The Workbook Conversion button displays on the Anaplan ribbon.
Workbook Conversion displays when your workbook needs to be converted so it's compatible with your current version of the Excel Add-in. A red dot indicates a notification to convert your workbook.
  1. Click Workbook Conversion.
    The Workbook Conversion dialog displays.
    Select Keep a copy of the current workbook if you want to keep a back-up of your Series 3 workbook.
Keep the checkbox marked so you have a copy of your original workbook.
  1. Click OK.
    The workbook converts and a backup copy of your original workbook is saved to your device.
    If you selected Keep a copy of the current workbook, a link to your back-up copy displays. The back-up saves into the same folder as the original workbook, with _backup appended to the end of the file name. 
Click the link to view where your backup copy is saved.
  1. Click Close.
    Your workbook is ready to use with Series 4 of the Excel Add-in.