Anaplan for 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, you must save it as a card template in the UX.

To connect to modules and saved views, instead of cards, use the Excel Add-in or PowerPoint Add-in.

Prerequisites

Anaplan for Microsoft 365 is part of your Anaplan subscription. It's available via desktop or through your browser on Windows or Mac.

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. You cannot use the add-in on mobile devices, or through the standalone office apps.

Restrictions

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

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