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Excel Add-in 3.0

Excel Add-in version 3.0 enables you to retrieve Anaplan module data and display it in Microsoft Excel.

Version 3.0 of the Excel Add-in has been completely redesigned but retains many features from version 2.6. In version 3.0, you’ll see improvements to:

  • performance — the Excel Add-in can quickly retrieve larger data sets.
  • infrastructure — there's a new service to improve data requests.
  • flexibility — you can carry out ad-hoc analysis using the latest data from a model.
  • redesign — we've redesigned the interface based on your feedback.

You no longer have to ask your model builder to create specific views for you in Anaplan. You can now connect to your model and pivot the data in the Add-in to define the perspective you want to work with.

Note: Excel Add-in version 3.0 does not replace Excel Add-in version 2.6. If you’re currently using version 2.6, you can continue to use it, alongside version 3.0.

Excel Add-in version 3.0 enables:

  • a one-way connection between Anaplan and Excel. In version 3.0, you retrieve from Anaplan and configure your data in Excel. You can create multiple, simultaneous direct connections to different models and modules in your workspace without the need for specific views to be created in Anaplan. It’s a one-way connection to Anaplan and you can't send data back.

  • seamless platform integration and SSO support. You log in to Excel Add-in version 3.0 using the same email address and password you use for Anaplan.com. If your organization authenticates Anaplan users through single sign-on (SSO), you can log in to Excel Add-in version 3.0 with your usual credentials. After you log in, you can access all the models you have access to in your workspace.

  • reporting. You can create highly-formatted reports to add to presentations, or views for one-off or batch printing. The Excel Add-in is designed to preserve formatting as the Anaplan view definition changes.

  • data querying where highly formatted output isn't required. You can pivot and filter your Anaplan data for ad-hoc, on-the-fly analysis and refresh the data at any time to obtain the very latest information, directly in Excel.

How do I install and use Excel Add-in version 3.0?

Note: Version 3.0 is no longer available to download. You can benefit from improved speed and new features if you download and install the latest version of the Excel Add-in.

If you already have the installation files for version 2.6, you can still install and setup this version of the Add-in. To install and use version 3.0:

  1. Install and Configure Excel Add-in v3.0
  2. Log in to Excel Add-in v3.0
  3. Retrieve and customize your Anaplan data