In Anaplan for Microsoft 365, you can review and insert Anaplan cards to your Microsoft 365 document. 

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. 

If you use Excel's Name Manager function to change the name range of a grid card, the card is removed from the Cards in Document tab. 

Card templates created from saved module views in Anaplan display the default module view in Microsoft Office. 

Inspect a card

To inspect a card, on the Cards in Document tab, select the card you want to inspect, then select Card Actions > Overview

You can view an overview of your cards, including:

  • The Description, defined when a card is added to the template library
  • Additional Details, such as card and data type, card version, the customer and workspace, a link to the source model, and the module name. 

Insert a card as data

You can insert more than one card in your document, or the same card multiple times. 

To insert a card as data: 

  1. On the Templates tab, select a card. 
  2. Set the card's context selectors.
    You can only set context selectors if the page builder disabled synchronization between that card and a page when the card template was defined.
  3. Select Insert card's data.
    You can only select Insert card's data for a grid or chart card in an Excel document.

Insert a card as an image

To insert a card as an image: 

  1. On the Templates tab, select a card. 
  2. Select Import image
  3. Select Insert image
  4. Optionally, select Lock ratio and specify a Width and Height for the image.
    By default, Use default size is selected. Images are inserted as 600 x 400 pixels. 
  5. Select Insert

Resize an image

To resize an image:

  1. On the Cards in Document tab, select the card you want to resize.
  2. Select Card Actions > Resize image.
  3. Deselect Use default size.
  4. Select Lock ratio .
  5. You can specify a Width and Height for the image. 
  6. Select Apply, then select OK.

Clone a card

You can clone a connection, and its data into:

  • A new Excel worksheet.
  • A new PowerPoint slide. 
  • A new Word page. 

Learn how to create a worksheet(opens external page), slide(opens external page), or page(opens external page) on Microsoft's technical documentation.

You'll need to be on your new worksheet, slide, or page to clone your connection to it. If you copy a card, worksheet, or slide, the inserted data does not contain a connection. 

To clone a card, select your new worksheet, slide, or page, and select the card you want to clone, then select Card Actions > Clone card

Remove a card 

When you remove a card from your document, all data within the cell range is permanently removed. For example, any cloned cards are also removed. 

To remove a card from your document: 

  1. On the Cards in Document tab, select the card you want to remove. 
  2. Select Card Actions > Remove card.
  3. Select Continue.

Disclaimer

We update Anapedia regularly to provide the most up-to-date instructions.