You can rename columns and rows via the Excel formula bar.
When you select a column or row that has a header, or click into the cell that contains the header, the Excel formula bar displays a formula with the syntax:
=CHOOSE("Value1", "Value2", "Value3")
Value3 represents the name of the column or row you've selected. Edit only this value.
For example, suppose you have a sales worksheet that uses a Products list for the rows. You might want to update the name of one of the products from Gold Collection to Platinum Collection.
When you select the cell for Gold Collection, the following formula displays:
=CHOOSE(2, "206000000002", "Gold Collection")
Remember: when you edit the formula for a header name imported from Anaplan, you must change only the name (the value in the last set of quotation marks). The rest of the formula retrieves data from Anaplan when you refresh the connection.
When you refresh the connection, any name you've changed will be overwritten.
If you cannot see the Excel formula bar, contact your IT department. It may be hidden due to your company IT policy. The Anaplan Excel Add-in does not disable the formula bar.
To rename a column or row that has been imported from Anaplan:
- Click the row or column header you want to rename.
- Edit the column or row name between the last set of quotation marks.
In the example above, you would overwrite the column name Gold Collection.
- Press Enter.
The header updates.