1. Extensions
  2. Excel Add-in Series 4
  3. The Anaplan ribbon

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.

The Anaplan ribbon.


Ribbon Buttons (left to right)Functions
Sign InSign 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). 
NewNew 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.
CloneClone the current Anaplan connection and its data contents into a new worksheet.
RemapRemap your connection to a different model.
Pivot and FilterPivot and filter dimensions when you connect to a module.
(Preview dimensions if you connect to a saved view.)
Refresh

Refresh Current Connection
Update the cell data for the selected connection. 

Refresh Multiple Connections
Update the cell data for all connections in the current workbook.

Send and RefreshSubmit your data changes to overwrite the data in the Anaplan model. 
Hide ToolbarHide or Show the Anaplan toolbar in the Excel Add-in.
Add-in HelpOnline 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 FeedbackShare 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
AboutCheck your version numbers for the Excel Add-in, Excel, and Windows.
Find your:
CLR (Common Language Runtime) build number
Session IDs
• Log Files
Workbook Conversion displays when your workbook needs to be converted so it's compatible with your current version of the Excel Add-in. A red dot indicates a notification to convert your workbook.
Ribbon buttonFunctions

Workbook Conversion


If you open an incompatible workbook, Workbook Conversion displays. This button notifies you to convert your workbook.