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 buttons available depend on whether you:
- Are signed into the Excel Add-in
- Have a connection open and if it is a read-only connection or a read/write connection
- Have an incompatible workbook open
| 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). Sign Out If you're already signed into the Excel Add-in, this button changes to Sign Out, which you can click to sign out. |
| Workbook Conversion | Click to convert your workbook to work with your current version of the Excel Add-in. This only displays if you open an incompatible workbook, for example from a Series 3 version of the Excel Add-in. If this is the case, a red dot displays on the Workbook Conversion button. Once you complete the conversion, the ribbon is enabled. |
| 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 If you're connected to a module, click this to pivot and filter dimensions. Preview If you're connected to a saved view, click this to preview the dimensions within it. |
| Refresh | Refresh Current Connection Refresh cells in the current connection with the latest data from Anaplan. Refresh Multiple Connections Refresh cells for all connections in the current workbook with the latest data from Anaplan. |
| Send and Refresh | Save data changes to the Anaplan model you're connected to. Only available if you currently have a Read/Write connection open. |
| Hide Toolbar | Hide Toolbar Hide the Anaplan toolbar, which displays beneath the Anaplan ribbon. Show Toolbar This displays when the toolbar is hidden. Click to show the toolbar again. |
| 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 the Start a Topic and Ask a Question pages 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 the Community > Extensions Feedback page. Suggest and Vote on Ideas Links to the Community > Idea Exchange page. Join our User Research Program Links to a survey and explains how you can participate in the research program. |
What's New | What's New A red dot displays on this button to notify you when there's new features in your version of the Excel Add-in. Check for updates Check for, and install, version updates. |
| Settings | Click to open a window with five settings that you can select:
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| About | Click to open a window that displays your version numbers for the Excel Add-in, Excel, and Windows. Also contains options to obtain the numbers of and files for your:
Note: You might see more than one Excel Add-in listed. This is not a bug. The Anaplan Excel Add-in uses Excel-DNA which creates a COM Add-in and is dynamically generated. |