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

Excel Add-in Series 4

  1. Use the Anaplan ribbon
  2. Change Anaplan to Excel configuration settings
  3. Pivot and filter
  4. Preview your saved view
  5. Use the toolbar
  6. Rename columns or rows
  7. Install and set up
    1. Check your software versions and settings
    2. Download and install
    3. Install MSI file with command prompt (admin users)
    4. Set up proxy support (admin users)
    5. Enable or disable the Excel Add-in
  8. Upgrade
    1. Upgrade version
    2. Convert workbook
  9. Refresh
    1. Refresh to get the latest model data
    2. Understand the data impacts of refresh
    3. Save data changes to Anaplan
    4. Solve refresh errors
  10. Sign in and sign out
    1. Sign in with your Anaplan username and password
    2. Use single sign-on (SSO)
    3. Choose your authentication settings for sign-in
    4. Sign out
  11. Change authentication settings
    1. Add authentication settings
    2. Find a connection URL
    3. Find your SSO-friendly URL
    4. Delete authentication settings
  12. Connect Excel with Anaplan
    1. Create a connection
    2. Clone (duplicate your connection)
    3. Remap a connection to a different model

Upgrade

If you have the Excel Add-in installed, you can upgrade it to the latest version.

As upgrade functionality is available from the Anaplan ribbon, it's the simplest way to update to the latest version. This removes the need to uninstall and reinstall the add-in.

Learn how to upgrade the Excel Add-in. Once the upgrade is complete, you can convert workbooks from Series 3 versions of the add-in to be compatible.

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