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

Upgrade series 3 of the Excel Add-in to benefit from the new features in the latest version. 

Ensure that your system meets all requirements and prerequisites before you upgrade to the latest version of the Excel Add-in.

When you upgrade the Add-in, it retains your authentication type (either Single Sign-on or basic authentication). If you want to change your authentication type, do not upgrade. Instead, follow the procedure to install the Add-in.

Open the Excel Add-in Setup wizard

The Excel Add-in Updater displays when you open Excel if you are not using the latest version of the Excel Add-in. Click Install now to upgrade.

The Excel Add-in Updater window, which displays when a new version of the add-in becomes available.

If you've previously selected Remind me later, you can also open the Excel Add-in Updater from the Help menu:

  1. Click the Anaplan tab in Excel.
  2. Click the arrow below Help.
    A list of help options display.
  3. Click Check for Updates...
    The Excel Add-in Updater displays.
  4. Click Install now.

Alternatively, you can download and then run the latest installer for the Excel Add-in from the Downloads page.

Whichever of the three above methods you use, the Excel Addin Setup wizard displays.

Install the Excel Add-in

Once you've opened the Excel Addin Setup wizard, install the Excel Add-in to complete your upgrade.

  1. Click the ellipsis () button to select a directory to install the Excel Add-in to.
  2. Click Next.
    The End-User License Agreement displays.
  3. Read and accept the terms in the license agreement, then select Agree to License.
    The Install button becomes active.
  4. Click Install.
    The latest version of the Add-in installs.

The next time you open a workbook in Excel, the Anaplan tab displays at the top of the screen.

If you cannot see the Anaplan tab, enable the Add-in.


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.