1. Extensions
  2. Anaplan for Microsoft 365
  3. Work with Anaplan data in Microsoft 365
  4. Inspect, insert or remove a card

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

The Anaplan for Microsoft 365 Add-on is in early access (EA). It's only available to participants of the EA program.

Find out more about early access or how to register your interest in our current EA programs.

When you insert a grid card into an Excel document, you can choose Insert cards's data to insert a grid cards data into editable cells within Excel.

You can only insert card data from grid cards. Additionally, you cannot insert grid card data within a Word or PowerPoint document.

The Templates tab displays all Anaplan UX cards that are in your card template library. Select Update to ensure the list of available cards is up to date.

You can review each card before you insert it into your document. When you select a card, the card overview displays. The overview includes:

  • The Description of the card, defined when a card is added to the card template library.
  • Additional Details about the card, such as card type, its customer and workspace, and a link to the source model. 
  • Context Selectors you can set for the card to select the data. 

You can insert more than one card into your document or the same card multiple times. Any cards you insert in a document display in the Cards in document tab.

To insert a card:

  1. Open a document in Microsoft 365.
  2. Select a card from the Templates tab. 
  3. 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.
  4. From the dropdown button, select either Insert card's data or Insert as image.
    You can only select Insert card's data for a grid card within an Excel document.

If you want to insert data from a card that is a Custom view, contact your Anaplan Business Partner.

The ability to insert data from custom views is disabled by default in order to ensure data remains private, as page builders can choose to hide data in a custom view. However, when you insert data from a Custom view into an Excel worksheet, the filters are removed and all data is visible.

To remove a card from your document:

  1. Navigate to the Cards in Document tab.
  2. Select the card you want to remove.
  3. Select the ellipsis to the right of the card, then select Remove.

Disclaimer

We may update our documentation occasionally, but will only do so in a way that does not negatively affect the features and functionality of the Anaplan service.