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:
| Features | 3.4 | 4.0 | 4.1 |
| Release dates | Mar. 2020 | Aug. 2020 | Oct. 2020 |
| Connection modes | |||
| Read-Only Connection | Yes | Yes | Yes |
| Read/Write Connection | Yes | Yes * | Yes* |
| Multi-Sheet Connection | Yes | Yes | Yes |
| Features | |||
| Enhanced installer | - | Yes | Yes |
| Revised upgrade | - | Yes | Yes |
| Remap a connection | - | Yes | Yes |
| Improved accessibility with Office Themes | Yes | Yes | |
| Workbook Conversion | Yes | Yes | |
| Email Support | Yes | Revised | Revised |
| Direct help access (Anapedia) | Yes | Revised | Revised |
| Provide Feedback | 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 |
| Other | |||
| Proxy support | 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.
Related links: