Here's an overview of the Anaplan ribbon and a summary of the functions it offers.
The Anaplan ribbon displays the Excel Add-in function buttons.
| Ribbon Buttons (left to right) | Functions |
| Sign In | Sign In Click to sign in. Authentication Settings Select the environment you want to sign in to and if you want to sign in with Single Sign-on (SSO). |
| New | New Read-Only Connection Create a read-only connection to a module or saved view. New Read/Write Connection Create a read-write connection to a module or saved view. |
| Clone | Clone the current Anaplan connection and its data contents into a new worksheet. |
| Remap | Remap your connection to a different model. |
| Pivot and Filter | Pivot and filter dimensions when you connect to a module. (Preview dimensions if you connect to a saved view.) |
| Refresh | Refresh Current Connection Refresh Multiple Connections |
| Send and Refresh | Submit your data changes to overwrite the data in the Anaplan model. |
| Hide Toolbar | Hide or Show the Anaplan toolbar in the Excel Add-in. |
| Add-in Help | Online User Guide Anapedia instructions for the Add-in Extensions information Community pages with the latest information on Extensions Extensions training The latest training notes and videos Ask the Community Links to Start a Topic and Ask a Question to address other Community members Email Support Send an email to Anaplan support if you have questions or concerns about the Add-in |
| Provide Feedback | Share your Feedback Links to Community>Extensions Feedback page Suggest and Vote on Ideas Links to Community>Idea Exchange Join our User Research Program Links to Survey pages and explains how you can participate in the research program |
What's New | What's New Notifies you when there's new features in this version of the Add-in. Check for updates Automatically installs version updates. |
| Settings | • Keep Excel formatting and formulas • Apply Anaplan styling • Insert new [line] items on refresh • Show or Hide Connection Details |
| About | Check your version numbers for the Excel Add-in, Excel, and Windows. Find your: • CLR (Common Language Runtime) build number • Session IDs • Log Files |
| Ribbon button | Functions |
Workbook Conversion | If you open an incompatible workbook, Workbook Conversion displays. This button notifies you to convert your workbook. |