1. Extensions
  2. Excel Add-in Series 3
  3. Refresh
  4. Update data using Pivot and filter or Preview

In series 4 of the Excel Add-in, when you connect to an Anaplan saved view, you can preview which dimensions display on Pages, Rows, and Columns.

Connection to a module

When your connection is to an Anaplan module, you can pivot and filter your data in Excel.  
When you delete a row or column of Anaplan data in Excel, the list items you delete are automatically deselected in the Pivot and filter dialog.  

To display your changes in the Excel Add-in:

  1. Pivot the dimensions in your Anaplan module.
  2. Save the default view in Anaplan.
  3. Return to your connected worksheet in the Excel Add-in.
  4. Click Refresh to refresh the connection.
    Your changes display.

Connection to a saved view

When your connection is to a saved view, the Pivot and filter button is replaced by Preview in the ribbon.
When you delete a row or column in Excel, the list items you deleted are still selected in the Preview dialog. 

To reinsert the deleted line items in your worksheet, you must be in the Excel Add-in:

  1. Click Preview.
    The Preview dialog displays.
  2. Click OK.
    The data updates and the deleted line items are reinserted.

Learn how to pivot and filter your Anaplan data in a worksheet.


We may update our documentation occasionally, but will only do so in a way that does not negatively affect the features and functionality of the Anaplan service.