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.
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 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
Community pages with the latest information on Extensions
The latest training notes and videos
Ask the Community
Links to Start a Topic and Ask a Question to address other Community members
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
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.|
• CLR (Common Language Runtime) build number
• Session IDs
• Log Files
|If you open an incompatible workbook, Workbook Conversion displays. This button notifies you to convert your workbook.|