1. Extensions
  2. Anaplan for Microsoft 365
  3. Work with Anaplan data in Microsoft 365
  4. Change context selectors

In Anaplan for Microsoft 365, change a card's context selectors to change the data that is displayed.

The Anaplan for Microsoft 365 Add-on is in early access (EA). It's only available to participants of the EA program.

Find out more about early access or how to register your interest in our current EA programs.

To change context selectors on a card inserted as an image in the add-in, you must configure the card template in a certain way in the UX before you save it as a card template:

  1. Click Edit <icons-ads edit /> on the card.
    The Card configuration pane displays to the right.
  2. Select the Context tab.
  3. For any context selectors you want to be able to change in the add-in:
    1. Click the cog <icons-ads cog /> to the left of the context selector.
    2. Toggle right Sync on selection.
    3. Select Selector.

With this configuration, these context selectors can be changed on the card in the add-in.

You can change the context selectors for a card before you insert it into your document or once it is in your document.

Change the context selectors on a card

  1. Find and select the card you want in the Templates tab or the Cards in Document tab. 
  2. Select the context selectors you want, or deselect the context selectors you no longer want. 
  3. Select either:
    • Insert as image or Insert card's data from the dropdown button, if you are in the Templates tab.
      You can only insert a card's data if you're in an Excel document. 
    • Refresh if you're in the Cards in Document tab.

Context selector statuses

Context selectors change appearance based on your permissions and if you need to take action.

If a context selector:

  • Is red, then you need to select at least one context selector to insert the card into your document.
  • Displays a pen icon, you can change that particular context selector.
  • Displays a lock, the context selector has been set by the page builder and you cannot change it.

Disclaimer

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.