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

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

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 upgrade the Excel Add-in from Anaplan ribbon:

  1. Click the Anaplan tab in Excel.
  2. Click What's New.
    A drop-down list of options display.
  3. Click Check for Updates...
    The Anaplan Add-in Update Available dialog displays.
  4. Click Upgrade Your Add-in.
    Once you close Excel, the upgrade starts.  

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, you can access the Excel Add-in through the Anaplan tab 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.