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Migrate Excel Add-in version 2.6 to version 3.2

Migrate the Excel Add-in from version 2.6 to version 3.2 to benefit from: faster performance; the ability to connect to saved views; the use of context selectors; and the use of pivot and filter to orientate and condense your data to one worksheet.

Excel Add-in version 3.2 works in Microsoft windows on your PC only.
To migrate to version 3.2, ensure you only have Excel Add-in version 2.6 installed on your PC.

Prepare to migrate

When you migrate to version 3.2, you have the option of condensing the data from multiple worksheets into context selectors. 

To prepare:

  1. Install version 3.2 to your PC.
  2. Restart Excel.
    When you open Excel, two Anaplan tabs display in the ribbon. One is linked to version 2.6 and the other to version 3.2. 
The selected Anaplan tab in this image is for Excel Add-in version 3.2 and displays version 3.2's ribbon. The unselected Anaplan tab is for Excel Add-in version 2.6.
  1. Click on the Anaplan tab for version 2.6 and login.
  2. Click on the Anaplan tab for version 3.2 and login to the same Anaplan account that you use for version 2.6.
  3. In version 2.6, open your saved worksheet or worksheets.
    You can condense the multiple worksheets into one worksheet when you migrate. 
  4. In version 3.2, click Settings.
    The Anaplan Excel Add-in Settings dialog displays.
  5. Deselect Display connection details and click OK.
This ensures that the 3.2 worksheet uses the same starting cell reference that the 2.6 worksheet uses. This helps when you migrate all your data formatting and formulas over to 3.2.
  1. Open a new blank worksheet in version 3.2.
  2. In the 3.2 worksheet, select the same starting cell that you selected in your 2.6 worksheet.
  3. Connect your 3.2 worksheet to the same saved view that you connected your 2.6 worksheet to.
    You are now ready to migrate your data from version 2.6 to version 3.2.

Migrate a single worksheet 

To migrate a single worksheet:

Update any cells that reference the 2.6 worksheet to reference the 3.2 worksheet instead.
Tip: Use Excel's Find and Replace tool to help you find and replace the references.
You've now migrated to version 3.2. 

Migrate multiple worksheets 

To migrate multiple worksheets: 

  1. Open up your saved workbook that was created using Excel Add-in version 2.6.
  2. Create a second workbook in 3.2 and connect its worksheets to the same saved view or views that the worksheets in 2.6 workbook connect to.
    Important: Match the starting cells for each copied worksheet.
  3. To help with the migration, align the workbooks side by side. 
  4. Copy and paste special the reference data from the version 2.6 workbook to the version 3.2 workbook and ensure you paste the data in the same cells that the data was in, in version 2.6.
  5. Update any cells that reference the 2.6 worksheet to reference the 3.2 worksheet instead. 
    Tip: Use Excel's Find and Replace tool to help you find and replace the references. 
    You've now migrated to version 3.2. 

Migrate worksheets for different dimension values

A key enhancement in version 3.2 is that it imports the page selectors from your Anaplan saved view. This means you can condense your data into one worksheet.
To migrate the data for different dimension values:

  1. Connect  your 3.2 worksheet to the same saved view that you connected your 2.6 worksheet to.
  2.  Select the value of the dimension (from the page selector) that matches the value in the data in the 2.6 worksheet.
  3. Use the Copy and Paste Special menu options in Excel to copy the dimension data from the 2.6 worksheet to the 3.2 worksheet.
    Important: Make sure the starting cell is the same in both worksheets.
  4. Use Excel's Find and Replace tool to help you find and replace any references to the 2.6 worksheet with the references to the 3.2 worksheet.  
  5. Clone the connection of the 3.2 worksheet.
  6. Select the second dimension value from the page selector in the 3.2 worksheet to match the dimension value for the data of the second 2.6 worksheet  you want to migrate.
  7. Repeat step 3.
  8. Clone the connection again and repeat steps 2 - 6 until all your data is migrated over to version 3.2.  
2 REPLIES 2
Certified Master Anaplanner

Re: Migrate Excel Add-in version 2.6 to version 3.2

Please find below a video showing how to migrate your workbook.


Product Manager - 3rd-party add-ons (Excel add-in, PowerPoint add-in, Google Sheets add-on)
Certified Master Anaplanner

Re: Migrate Excel Add-in version 2.6 to version 3.2

There is now an app in the app hub to help you estimate the time it would take you to migrate your workbooks. Download it here >>> https://community.anaplan.com/t5/Other/Migrate-Excel-Add-in-version-2-6-to-version-3-2/ba-p/55008


Product Manager - 3rd-party add-ons (Excel add-in, PowerPoint add-in, Google Sheets add-on)