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.
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