We have listed below some of the best practices we recommend for the Anaplan product. These are based on our experience and are subject to change as we deliver new functionalities and learn more about how our customers use the product.
If you would like to contribute or comment, please contribute to this forum post.
You do not have to apply these best practices and we will still support you if you don’t follow them, these are recommendations and there are times when it makes sense to do things in a different way.
We have highlighted in red the very important best practices.
About This Article
We focus on how you can better govern the Office add-ins (Excel and PowerPoint) in your company, especially about versions and file management, as well as installation and upgrade.
At the moment, customers do not have access to information about who uses an add-in in their company and which version they are on.
We are looking to address this in the future.
You should aim at only having one version of the add-in installed at the same time. This is because most versions cannot coexist. Having 2 versions installed at the same time will result in issues (missing functionalities, impossible to use the add-in…)
The Office add-ins do not handle file compatibility.
A file created in a version will work in any subsequent version, for instance, a file created in 3.2 will work on 3.3 onwards.
The opposite is not true: a file created in 3.3 will not work in 3.2.
As a result, when you upgrade to a new version, we recommend you take a copy of the file beforehand and refresh this copy.
Excel Add-in series 4:
From Excel Add-in 4.0, we have introduced version compatibility within a major version. This means that files are compatible across al 4.x versions: for example, a file created on 4.1, works on 4.0 but also 4.2. Once you then convert the workbook to a 5.x version, the workbook becomes incompatible with 4.y versions (but we keep a back-up copy before the conversion).
Due to the version incompatibility described above, it is better for every user in the company to upgrade at the same time if you are on Excel Add-in series 3 or on PowerPoint Add-in. If you are on Excel Add-in series 4, this is not important as files are compatible.
If you are a workspace administrator or a Centre of Excellence lead, you can test the version in advance as soon as it gets released. Once you are happy with it, tell your users to upgrade and explain to them how to do this.
Excel Add-in Series 3 and PowerPoint Add-in:
When a new version becomes available, a pop-up notification is triggered automatically to all users of the add-in when they open Excel or PowerPoint (depending on which add-in they are using). We recommend you send a note to your users proactively to tell them to not upgrade if you do not want to.
The content in this article has not been evaluated for all Anaplan implementations and may not be recommended for your specific situation.
Please consult your internal administrators prior to applying any of the ideas or steps in this article.