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.
If you've previously selected Remind me later, you can also upgrade the Excel Add-in from Anaplan ribbon:
- Click the Anaplan tab in Excel.
- Click What's New.
A drop-down list of options display.
- Click Check for Updates...
The Anaplan Add-in Update Available dialog displays.
- 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.
- Click the ellipsis (…) button to select a directory to install the Excel Add-in to.
- Click Next.
The End-User License Agreement displays.
- Read and accept the terms in the license agreement, then select Agree to License.
The Install button becomes active.
- 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.