In series 4 of the Excel Add-in, create a connection to interact with data from an Anaplan module or saved view in Excel.

You must be signed into the Excel Add-in to create a connection.

Each worksheet in a connection can contain a maximum of five million cells. If you are using Excel 32-bit, Excel might run out of memory when you create a connection that contains over one million cells. For a more reliable experience, use Excel 64-bit.

With read-only connections, you can view Anaplan data in Excel but you cannot write data back to Anaplan. Use a read-write connection to write data back to Anaplan from Excel. 

A multi-sheet connection creates a separate worksheet for each combination of page dimensions in a connection. Multi-sheet connections can contain a maximum of 20 worksheets.

Synchronize a multi-sheet connection to make sure that new worksheets are generated when items are added or removed from a page dimension in Anaplan.

To create a connection:

  1. Select a starting cell in your Excel worksheet.
  2. On the Anaplan ribbon, select New, then choose New Read-Only Connection or New Read/Write Connection.
    The New Connection dialog displays. The number of the starting cell displays in the top right of the dialog. The connection starts here, and any cells outside of it are not affected when you refresh the connection.
  3. On the New Connection dialog, use the dropdowns to choose the module or saved view to create a connection to:
    1. Select a customer.
    2. Select a workspace.
    3. Select a model.
      You can use the search field to narrow down the list. 
    4. Select a module or view.
      You can use the search field to narrow down the list. If you cannot see a model, module, or workspace, check with your workspace administrator to see if you have the correct permission settings. 
Use the New Connection dialog to connect to an Anaplan module or saved view.
  1. Select Next.
  2. For read-write connections, you can rearrange and filter dimensions on the Pivot and Filter.
    The Preview dialog displays for a read-only connection. You can preview the arrangement of dimensions here.
  3. For read-write connections, you can:
    • Toggle Multi-Sheet Connection on to create a separate worksheet for each combination of page dimensions in a connection.
      If you toggle Multi-Sheet Connection on, the Sync Sheets toggle displays.
    • Toggle Sync Sheets on to synchronize each worksheet in a multi-sheet connection with the latest data in Anaplan.
  4. Select Finish.
    Optionally, select Copy workbook to copy your workbook.
    The Creating connection dialog displays while Anaplan data downloads to Excel.

Note: You can rename your connection at any time. When you create a connection, it is given a unique GUID that remains constant. 

Disclaimer

We update Anapedia regularly to provide the most up-to-date instructions.