Use Anaplan for Microsoft 365 to access your Anaplan card data in Microsoft 365.

You can insert grid cards and chart cards as data in Excel.  You cannot insert data from custom views. This ensures that data remains private, as page builders can choose to hide data in a custom view. 

You cannot insert cards as data in Word or PowerPoint documents. 

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 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.

Ensure that you install the latest version of your Office 365 applications. Some features of the add-in may not be available in older versions of Office 365 applications.

The add-in supports Google Chrome. Other browsers are not supported.

Additionally, you can use the 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.

Restrictions

User authentication in Anaplan is inherited by the add-in. For example, users with a read-only license in Anaplan have read-only access in the add-in. 

If a page builder configures a grid card as read-only for all users, the card becomes editable in the add-in for all users with a read-write license in Anaplan. 

The add-in inherits the access restrictions set by model roles, selective access, and dynamic cell access. 

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.       

The Anaplan Add-in 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 update Anapedia regularly to provide the most up-to-date instructions.