1. Extensions
  2. Excel Add-in Series 4
  3. Upgrade
  4. Convert workbook

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

Workbooks created in, or converted to be compatible with, Series 4 of the Excel Add-in are not backwards compatible with 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.
Keep the checkbox marked so you have a copy of your original workbook.
  1. Optionally, select Keep a copy of the current workbook if you want to keep a back-up of your Series 3 workbook.
  2. Click OK.
    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.

Disclaimer

We may update our documentation occasionally, but will only do so in a way that does not negatively affect the features and functionality of the Anaplan service.