Here's a list of considerations to refer to when you use the Anaplan Excel Add-in.
|Version upgrade||To upgrade to the latest version of the Excel Add-in, refer to: Upgrade your Excel Add-in.|
|Cell extract count limit||There is a limit of 1,000,000 cells per worksheet. However, there is no limit to the number of worksheets you can use to display Anaplan data in a workbook.|
|Cell range||In order to include a cell range in a Refresh, keep the cell range together at all times, rather than break or split it.|
|List size limit||We only support lists up to 1,000,000 items. If a list is longer than this, it can't be loaded in Excel.|
|Totals display at the bottom of lists||Totals only display at the bottom of lists in the Excel Add-in.|
|Subsidiary views||Subsidiary views aren't available. You can connect to a module with subsidiary views in it, but the Excel Add-in will detect these and filter them out.|
|Slightly slower speeds on first extract or refresh||The first extract, or refresh of data from Anaplan into the Add-in may take a few seconds. Once the data is loaded into memory, future extracts or refreshes of the same connection will be quicker.|
|Once extracted to a grid location, Anaplan data cannot be moved||The location of extracted data is determined by the starting cell you select when you make a connection. If you try to move the grid or copy data to another worksheet (or another location within the same worksheet), the connection to Anaplan breaks.|
|Office Online in Office 365||The Excel Add-in only works on Office 365, Office 2010, 2013, and 2016 installed locally on a PC.|
|Localization||The Excel Add-in only supports English.|
|Brought-Forward||For a Brought-Forward configuration for a line item that is changed in a module, and you click Refresh: |
The change displays in the Excel Add-in after you've logged out and logged in again.
If you do not interact with the Excel Add-in for more than 30 minutes you are automatically logged out. Next time you log in, the change is applied.
|Excel 2010 dropdown issues||Users using Excel 2010 may occasionally experience issues with drop-down lists in the Pivot and Filter dialog. Once you select a dimension to include on a Page, you are unable to use the drop-down list again to select or deselect another item. If the ribbon becomes unresponsive, log out then log in again.|
|Connect to an Anaplan module||If you upgrade from Excel Add-in version 2.6 to version 3.0 or higher, you can connect to a module directly, without having to connect via a saved view.|
|File compatibility for different versions||If you open a set of files in a higher version, you can no longer use those files in an earlier version.|
|Version 2.6||Version 2.6 is the only version that can coexist with version 3.0 or higher.|
|Formatting and style settings||You can choose to apply Anaplan styles and formatting in a worksheet. However, you need to apply either all Anaplan styles and formatting, or not apply any Anaplan formatting at all.|
|Keep Excel Formatting checkbox||If you select the Keep Excel Formatting checkbox, no changes in Anaplan formatting are inherited by Excel when you click Refresh.|
|Install C++ message showing during uninstall||During the uninstall process for version 3.0, you may see a notification that asks you to install C++. If you see this message, visit our Customer Care pages for guidance on resolving this issue. If you still experience issues after following this advice, contact Anaplan Support.|
|Workbook functionality||When you apply functionality, it only applies to the workbook you're in at the time.|
|Multi-Sheet connection||We recommend you keep to within 20 Excel worksheets or at the most, 25, for each Multi-Sheet connection for optimum performance.|