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:
- Click New.
A drop-down list displays.
- 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.
- Complete the dialog entries:
- 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.
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.
Option 2: Toggle right the Sync Sheets button.
The Creating connection dialog displays, and Anaplan data is loaded into the Excel worksheet.
You can now view and analyze the data in Excel.