Use the Anaplan Excel Add-in to retrieve data from Anaplan modules and saved views into Microsoft Excel. Once retrieved, you can perform data analysis in Microsoft Excel.
Use the Excel Add-in to view and edit your Anaplan data in Excel.
You can use the Add-in as part of your Anaplan subscription with no additional fee.
Series 4 of the Excel Add-in includes new features. These include a revised upgrade experience and the ability to remap your Anaplan connections from one environment to another within the Excel Add-in.
List of features
Here is a summary of the features in the current versions of the Excel Add-in:
|Release dates||Mar. 2020||Aug. 2020||Oct. 2020|
|Read/Write Connection||Yes||Yes *||Yes*|
|Remap a connection||-||Yes||Yes|
|Improved accessibility with Office Themes||Yes||Yes|
|Direct help access (Anapedia)||Yes||Revised||Revised|
|Clone a connection||Yes||Yes||Yes|
|Pivot and Filter a module connection||Yes||Yes||Yes|
|Sign in options|
|Sign In with Authentication Settings (Environments)||-||Yes||Yes|
|Sign In with Single Sign-on||Yes||Yes (with setup within the Add-in)||Yes (with setup within the Add-in and Self Service SAML support)**|
|Sign In with Anaplan username and password||Yes||Yes||Yes|
* To turn off New Read/Write Connection for Series 4, contact Anaplan Support.
** Version 4.0 supports Self Service SAML when an existing SSO URL is redirected to a Self Service SAML provider.