Before installing the PowerPoint Add-in, we recommend that you check these Windows settings and components.
Ensure that you have no outstanding Windows updates to install. In Control Panel, click Windows Update. If updates are available, click Install Updates to install them. Restart your computer to fully install any outstanding Windows Updates.
Ensure that you have the full version of Microsoft .NET Framework 4.5.1 or later installed. If you're unsure, ask your network administrator or contact Anaplan Support. You can download .NET Framework 4.5.1 from the Microsoft Download Center.
Restart your computer after your version of .NET has been upgraded.
Make sure your system meets these requirements:
Ensure that you have a compatible version of Microsoft Office:
The latest version of the Add-in works on Office 2010, Office 2013, and Office 2016 (PC only).
Office 2007, Office 365, Office Online, and Office for Mac (including Office 2016 for Mac) are not supported.
Ensure that your PC is running Windows 7, Windows 8, Windows 8.1, or Windows 10. The Add-in is not compatible with Windows XP, Windows Vista, or OS X on a Mac. If you want to use the Add-in on a Mac, you’ll require a virtual machine (VM).
Note: Microsoft offers various subscription and licensing models for its products, including the Microsoft Office suite. We test the Add-ins against specific versions of the locally installed Windows versions of the Microsoft Excel and Microsoft Powerpoint products, and declare support on that basis.
The Visual Studio 2010 Tools for Office Runtime (VSTO) application will be installed as part of the installation – for more details, see the Microsoft Download Center. If you run into problems using the add-in, check that the VSTO application is installed on your computer.
You do not require Visual Studio to run the PowerPoint Add-in. Visual Studio 2010 Tools for Office Runtime (VSTO) is installed when you install the PowerPoint Add-in.
Exit PowerPoint completely, closing and saving any open presentations if necessary.
Visit the Downloads page to download the PowerPoint Add-in installer. Enter your details and then, on the File Download list, select Anaplan PowerPoint Add-in.
Save the Anaplan.PowerPoint.Setup.exe file to a location of your choice.
Double-click Anaplan.PowerPoint.Setup.exe to start the Anaplan PowerPoint Add-in Setup wizard, then click Next to begin.
Read and accept the end user license agreement, then click Next.
Choose an installation type, then click Next. There are two installation types:
Only for me: Installs the Add-in for the logged-in user only. Future updates are applied automatically.
Everybody: Installs the Add-in for any user of the PC. When an update is available, standard (non-administrator) users must consult their system administrator to download and install the update manually. You must be an administrator on the PC to select the Everybody option.
Note: We recommend choosing the Everybody option if you have a high number of users. This option is also suitable for certain configurations of Citrix.
When the installation completes, open PowerPoint.
On completion, a program called Anaplan PowerPoint Add-in will be added to your programs list. The Anaplan tab should appear on the ribbon. If it doesn't, restart PowerPoint. If this doesn't help, see Enabling and disabling the Add-in.
The Add-in appears in PowerPoint's list of COM Add-ins. To check this in PowerPoint 2013, click File > Options > Add-Ins.
Windows 8 Users: Windows SmartScreen
If you're a Windows 8 user you may be familiar with SmartScreen filtering, which performs reputation checks by default on any file or application downloaded from the Internet. When attempting to run the Anaplan PowerPoint Add-in Installer, you may see the following message:
Click Run anyway to continue with the installation of the Anaplan PowerPoint Add-in.
Adding your Friendly URL for Single Sign-On (SSO) Access
Do you access Anaplan and other enterprise applications using one set of login credentials? If so, your organization authenticates Anaplan users through single sign-on (SSO). To enable SSO in your copy of PowerPoint, do the following:
After you install the add-in, click Anaplan > Log In > Login Settings.
Enter your organization's "Friendly URL", then click OK.
If you don't know your organization's "Friendly URL", ask your administrator. For instructions on how to obtain the URL, see Preparation with a TEST Workspace
You can now log in to the add-in using the credentials you use for other SSO applications and services. After you click Log In, instead of the usual login dialog, you'll see your regular SSO sign-in page, which is hosted by an Identity Provider (IdP) such as OpenAM.
Users must first be set up as SSO users in your Anaplan workspace.
Activating a previously installed PowerPoint Add-in
If the Anaplan tab doesn't appear automatically, it might be deactivated in PowerPoint. This can happen after a previous version of the PowerPoint Add-in was installed and deactivated.
In PowerPoint, on the File menu click Options and click Add-ins.
In the Manage box, choose COM Add-ins and click Go.
In the COM Add-ins dialog box, select the Anaplan PowerPoint Add-in check box and click OK.
Updating the PowerPoint Add-in
If the selected installation type is Only for me, available updates are applied automatically.
If the selected installation type is Everybody, standard (non-administrator) users are prompted when an update is available. An administrator of the PC can download and install the update manually as follows.
On the Anaplan tab on the ribbon, click About.
Click the Download link, next to the Server Version, to download the installation package.
Run the installation package.
To update the Add-in, an internet connection is required. After an update is applied, you’ll be asked to restart PowerPoint.
Change the Installation Type
If you're an administrator of the PC, you can change the installation type for the Add-in.
Next, locate and run the Anaplan.PowerPoint.Setup.exe file you originally downloaded when you installed the Add-in.
In the Anaplan PowerPoint Add-in Setup wizard, change the selected installation type to Only for me or Everybody.
Complete the installation process.
Enabling and Disabling the Add-in
You can control whether the Add-in loads with PowerPoint and checks for updates, by enabling or disabling the add-in in PowerPoint.
In Excel, on the File menu click Options and click Add-ins.
In the Manage box, choose COM Add-ins, and click Go.
In the COM Add-ins dialog box, select (to enable) or clear (to disable) the Anaplan PowerPoint Add-in check box and click OK.
Checking that the PowerPoint Add-in is up to date
To check your version of the Add-in, on the Anaplan tab on the ribbon, click About.
The About dialog shows you what version you have (called the Client Version). To verify that you have the latest version, check the Client Version against the latest version listed on PowerPoint Add-in: What's New.
Removing the PowerPoint Add-in
To remove the PowerPoint Add-in completely, in Control Panel click Programs and Features, select Anaplan PowerPoint Add-in and then click Uninstall.
You must restart your computer for this to take effect.
Note: To remove the Add-in, follow the steps above rather than using the Remove option in the COM Add-ins dialog.