Learn how to install the Anaplan XL Reporting Add-in.

First review the prerequisites. Then, download and run the Anaplan XL Report installer. Contact your Anaplan Customer Success Business Partner to get the installer.

Set up Anaplan XL Reporting

  1. Close Excel. 
  2. Go to your Windows Start button. Enable or Disable Anaplan XL should appear.
  3. If the entry isn't appearing, select Start > All Programs > Anaplan XL > Enable or Disable Anaplan XL.  
  4. Select the version of Excel in which the Anaplan XL ribbon is to be enabled.
  5. Start Excel and the Anaplan XL ribbon should appear. ‌If the ribbon doesn't appear, check Disabled Items within Excel. 
  6. Select File > Options > Add-Ins. 
  7. Select Disabled Items from the Manage dropdown and Go. ‌If there are any Disabled Items, they'll appear in the window.
  8. Select and enable the items as required.
  9. Close the Disabled Items window before restarting Excel.

If your Anaplan XL tab doesn't appear, then go to: Enable Ribbon Other Options

Upgrade Anaplan XL Excel edition

The installation program will automatically detect and upgrade the current installation.