Use Anaplan's series 4 Excel Add-in to access data from Anaplan modules and saved views in Microsoft Excel.

You can use the add-in as part of your Anaplan subscription. You can remap your Anaplan connections add-in.

Set up the add-in

Make sure your device meets any prerequisites. You can then set up and install the add-in. 

Note: The add-in is built to meet the Microsoft standard. There is no guarantee it will work with other add-ins. 

A variety of installation methods are available. Alternatively, you can upgrade your current add-in version.

Once you install the add-in, sign in to access features. You can use your Anaplan username and password or SSO. Authentication settings enable you to configure multiple sign-in methods to quickly access different environments.

Note: The add-in only supports English. 

Use the add-in

You access the add-in's features through the Anaplan ribbon. The ribbon also contains options to change settings, access support, and links to Anaplan Community.

Connections are how you access your Anaplan data. You can connect to either modules or saved views. Create read-only connections to access data in Excel, or read/write connections to also write data back to Anaplan. You can also choose to create multi-sheet connections to access Anaplan data across multiple worksheets. Synchronize multi-sheet connections to make sure they remain up to date.

After you create a connection, you can pivot and filter or preview it, clone it, or remap it.

Disclaimer

We update Anapedia regularly to provide the most up-to-date instructions.