Connect Excel with Anaplan - Anaplan Technical Documentation

In series 3 of the Excel Add-in, create connections to interact with your Anaplan data.

Connections enable you to analyze your Anaplan data in Excel. You can also save your data changes to Anaplan via read-write connections in the Add-in.

When you use a connection in Excel, do not merge header cells. This can result in cells not updating when you refresh the connection.

Note:

There is a limit of 1,000,000 cells per worksheet and 1,000,000 list items. However, there is no limit to the number of worksheets you can use to display Anaplan data in a workbook.
Subsidiary views aren't available. You can connect to a module with subsidiary views in it, but the Excel Add-in will detect these and filter them out.

You can choose to apply Anaplan styles and formatting in a worksheet when you create a new connection. However, you need to apply either all Anaplan styles and formatting, or not apply any Anaplan formatting at all.

Learn how to:

Create a read-only connection to a module
Create a read-only connection to a saved view
Create a read-write connection to a module
Create a read-write connection to a saved view
Create a Multi-Sheet Connection