Connect Excel with Anaplan - Anaplan Technical Documentation

Create connections to interact with your Anaplan data in Excel.

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