1. Extensions
  2. Excel Add-in Series 4

Use the Anaplan 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 with no additional fee.

Series 4 refers to all versions of the Excel Add-in that start with 4. For example, versions 4.0, 4.1, and so on.

Series 4 of the Excel Add-in includes new features. These include a revised upgrade experience and the ability to remap your Anaplan connections within the Excel Add-in.

Set up the Excel Add-in

To get started with the Excel Add-in, first ensure your device meets any prerequisites. You can then set up and install the Add-in. The Anaplan Excel Add-in is built to meet the Microsoft standard. But we cannot guarantee it will work with other add-ins.

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

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

Note that the Excel Add-in only supports English. 

Use the Excel Add-in

You access the Excel Add-in's features through the Anaplan ribbon. The ribbon also contains options to change settings, access support, and links to the Extensions 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 ensure they remain up to date.

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