1. Extensions
  2. Excel Add-in Series 4
  3. Connections
  4. New Read-Only Connection to a saved view

Create a new read-only connection between Excel and an Anaplan saved view. 

Import Anaplan data into Excel where you can perform your data analysis. A read-only connection protects Anaplan data from being overwritten by any data changes you make in Excel. 

You must be signed into the Add-in.

Before you begin, select a starting cell in the Excel worksheet to import your Anaplan data.

To create a new read-only connection to a saved view:

  1. Click New.  
    A drop-down list displays.
Click New to create a connection.
  1. Click New Read-Only Connection.
    The New Connection dialog displays.
    Note: The number of the starting cell displays in the top right of the dialog. The data inserts here.
  2. Complete the dialog entries:
Use the New Connection dialog to connect to an Anaplan module or saved view.
    • Use the dropdown to Select a customer.
    • Use the dropdown to Select a workspace.
    • Use the dropdown to Select a model.  
    • Use the dropdown to Select a module or view.
      Tip: Use the search fields to find a model, module or saved view.
  1. Click Next.  
    The Preview dialog displays.
    To pivot your data for a saved view, ask your model builder to do this in the Anaplan model and to save the view there.
    Once completed, refresh your connection in the Excel Add-in to view the pivoted data.
  2. Option 1: Toggle right the Multi-Sheet Connection button.
    Option 2: Toggle right the Sync Sheets button.
  3. Click Finish.
    The Creating connection dialog displays, and Anaplan data is loaded into the Excel worksheet.
    You can now view and analyze the data in Excel.

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