1. Extensions
  2. Excel Add-in Series 4
  3. Connect Excel with Anaplan

Create connections to access your Anaplan data in Excel.

You can create a number of connections across different worksheets within a single Excel workbook. You can create different types of connection to best suit your planning activities. Note that the first time you connect or refresh data from Anaplan into the Add-in, it may take a few seconds.

If you only need to access Anaplan data, and not write data to Anaplan, create a read-only connection. If you also need to write new data to Anaplan, create a read/write connection.

Multi-sheet connections allow you to create a connection where all possible combinations of page dimensions in Anaplan are displayed on separate worksheets. This is ideal for when you need to work with data with a lot of dimensionality.

Synchronize your multi-sheet connections to keep them up to date. Synchronization generates new worksheets when items are added or removed from a page dimension in Anaplan.

If you want to use a connection with a new data source in Anaplan, remap an existing connection.

You can also clone a connection. This can be useful to access the same data across multiple worksheets, or to test changes to a connection.

Solve connection issues and understand connection limits

Solve connection problems

If you cannot find the module you want to connect to, sign out and back in to the Add-in. This clears the cache and may resolve the issue. Or you can check your access permissions with your Anaplan workspace administrator.

Connect to a module with subsidiary views

You can connect to a module with subsidiary views in it, but note that the Excel Add-in does not display the contents of any subsidiary views.

Work within cell limits

There's a limit of one million cells of Anaplan data per worksheet. If you try to create a connection that would result in more than one million cells on a worksheet, the cell count displays in red and you cannot create the connection.

If you need to display more than one million cells, split the data into multiple views and create multiple connections in separate sheets. 

Or you can pivot and filter your data to reduce the number of cells that are displayed.

See Excel specifications and limits for information on other maximum limitations.

Work within list limits

The limit for the list size of imported modules or views is one million items. This means you cannot create a connection to a module that contains a list dimension with more than one million items.

Display totals

Totals display at the bottom of columns in the Excel Add-in, regardless of the Totals Position that you select in Anaplan.