Chapter 7

Excel

7.01-01 Naming Conventions

Do not change the module name in Anaplan as this may break the connection.

 

Best Practices article
Best Practices About Excel Add-In

7.01-02 Use Named Ranges in your formula

It is best to use Named Ranges rather than relying on formula references.

 

Best Practices article
Best Practices About Microsoft Office for the Add-Ins

7.01-03 Versions Control

It is best to upgrade to the latest version after it has been fully tested by the business

 

Best Practice article
Governance for the Office Add-Ins 

7.01-04 Version Informartion

More information about versions can be found here.  Version Information for Excel Add-in 

PowerPoint

7.02-01 Naming Convention

Do not change the module name in Anaplan as this may break the connection.

 

Best Practice article
Best Practices About Microsoft Office for the Add-Ins 

7.02-02 Define views within Anaplan to maximize performace

Try and minimize the amount of data you retrieve with the add-in in order to ensure great performance. If you want to retrieve a small amount of data from a large module, you might want to create a separate module just for the add-in

 

Best Practice article
Best Practices and Tips & Tricks About PowerPoint Add-In

7.02-03 Version information

More information about versions can be found here.  Version Information for PowerPoint Add-in