1. Extensions
  2. Anaplan for Microsoft 365

Use the Anaplan for Microsoft 365 Add-in to access your Anaplan UX card data in Microsoft 365.

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.

In an Excel, Word or PowerPoint document, you can insert your Anaplan cards as images. Within Excel, you can also choose to insert the card's underlying data.

In order to insert a card in the add-in, it must be saved as a card template in the UX.

If you want to connect to modules and saved views, instead of cards, use the Excel or PowerPoint Add-ins.

Prerequisites

The Anaplan for Microsoft 365 Add-in is part of your Anaplan subscription. No additional fee is required. It's available via desktop or through your browser on Windows or Mac.

The Anaplan for Microsoft 365 Add-in supports Google Chrome. Other browsers are not supported.

Additionally, you can use the Anaplan for Microsoft 365 Add-in on iOS or Android tablet devices through the Office website. However, you cannot use the add-in on mobile devices, or through the standalone office apps.

Set up the Anaplan for Microsoft 365 Add-in

To get started, install the Add-in through your browser or desktop version of Microsoft 365.

Once you've installed the Add-in, sign in to access its features.                 

Use the Anaplan for Microsoft 365 Add-in            

You use the Anaplan sidebar to access the Add-in's features. The sidebar also contains options to change settings, access support, and links to the Extensions Community.       

Anaplan for Microsoft 365 and the Excel and PowerPoint Add-ins can be installed on the same machine. You can create a report with a mix of content from both an Office Add-in and the Microsoft 365 Add-in.

For example, you can use the PowerPoint Add-in to retrieve a module view and the Anaplan for Microsoft 365 Add-in to insert a chart from a card template within the same report. However, connections created with other Office Add-ins cannot be refreshed in Microsoft 365 and vice versa.

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.