1. Extensions
  2. Excel Add-in Series 4
  3. Send and Refresh

Send and Refresh enables you to save data changes you've made in the Excel Add-in to your Anaplan model. The data changes are saved via the Read/Write Connection. 

You can only send and refresh a Read/Write Connection.

When you send and refresh data, it adds an entry named Bulk data change (add-in) to the model history.

To send and refresh data:

  1. Make your data changes in your connected worksheet.
  2. Click out of the cell(s) you made changes to.
    This validates the data change.
  3. On the Anaplan ribbon, click Send and Refresh.
    The Finding Changes dialog displays along with a Send and Refresh pane, that displays on the right.
Send and Refresh displays when you create a read/write connection.
  1. Once the changes are found, the dialog displays the status of your send and refresh connection. 
    • If the status states Success, then your data changes are saved to your Anaplan model. 
    • If the status states Errors detected, then go to step 5. 
  2. In the dialog, click Continue
  3. Go to the Send and Refresh pane to troubleshoot any errors. 
  4. Click Submit in the Send and Refresh pane to save your data changes to Anaplan.
    Otherwise, click Undo changes
Use the Send and Refresh pane to resolve errors and submit data changes.

To send and refresh a Multi-Sheet Connection:

  1. Follow the steps above.
    The Send and Refresh dialog lists the worksheets and color codes them per Multi-Sheet Connection.
  2. Either refresh all the worksheets or a selection of them. 

Related links: