1. Extensions
  2. PowerPoint Add-in Series 1
  3. Work with Anaplan model data in PowerPoint
  4. Add a chart

Use the PowerPoint Add-in to add a chart component to your PowerPoint presentation. You can refresh the component to display the latest data from your Anaplan connection. 

To add a chart:

  1. In the Anaplan ribbon, in the Components section, click Add Chart.
    The Anaplan Add Chart dialog displays.
  2. Either:
    Select a connection from the Connection drop-down list.
    To add a connection first, click the Add icon (+) by the dropdown.
    Follow the steps in Add a connection.
  3. Click Next.
  4. Choose one or more of the following options:
    • Select a different dimension from the context selector drop-down list. 
    • To lock a dimension, click the padlock above the context selector drop-down list.
      The data for this dimension remains unchanged if you refresh your connections.
    • To preview the data, select Preview.
      A table displays with the data from your context selection.
      This data will display in the chart.
  5. Click Next.
  6. Select a chart type and type a title for the chart in the title field.
  7. Click Finish.
    The chart displays in the slide. To continue to edit the chart, select it and use the add chart elements, edit and filter icons on the right to make your changes.
    If an error message displays instead, do one of the following: 
    • Click Clipboard.
      The table is added to the slide but cannot update upon refresh.
      To edit the chart, select it and use the icons on the right to make your changes. 
    • Click Continue to  continue working on the presentation.
      The chart is not added to the slide.
    • Click Email Support.
      Send an email to Anaplan support.


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.