Version Information for Excel Add-in

Next to most features, you will find links to additional content (these open in a new browser tab).

  • [blog]: Most features are explained in a blog, along with screenshots, for a quick overview of the features and benefits.
  • [video]: Some features are discussed and demoed in a video, as part of our longer release video.
  • [user guide]: Most features have a dedicated article which provides step-by-step instructions on how to use them.
  • [training]: A micro-lesson is available for this feature in our Learning Center. Some lessons may cover multiple features, so several links can point at the same training content.
  • The remaining features are self-explanatory and don't need an article or video.

Subscribe to the release notes to be notified of the pre-announcement (at the beginning of the month) and post-release announcement (the follow month) and the feature update (on release day).

Find out use casesbenefits and watch demo videos about the Extensions.

ℹ️ Phased release information: We roll out our add-in in phases. This is not a beta release (in a sandbox environment with a test version) nor an early access (with regular catch-ups with the development team) but this is a normal release under the standard Anaplan T&Cs and support process (contacting Anaplan Support). Note that the new versions have been thoroughly tested and can be used on your models and in your regular activities.

  • Phase 1 enables members of the feedback group to try out the add-in first. Any customer/partner/employee can join.
  • In phase 2, the add-in becomes available for download for all users
  • In phase 3, all users receive a notification in Microsoft Office that a new version is available. If you choose to upgrade, note that the installation may not happen immediately, but only when you close Excel.

There are about 3 weeks between phases, the target dates for phases 2 and 3 may change.


ℹ️ How and why upgrade:

We recommend following our governance best practices to upgrade to another version.

You can use any of the non-deprecated versions below, although we recommend using the latest ones to benefit from the newest functionalities. Should we deprecate some versions in the future, we will contact you directly and update this page.

What's New Banner.png

Excel Add-in 4.1: "Self-Service SAML"

Phase 1 [October 29, 2020], Phase 2 [November 17, 2020], Phase 3 [November 30, 2020]

Our Excel Add-in 4.1 has all the great features of 4.0 and also works with Self-Service SAML for customers who directly set up their SSO with Self-Service SAML.

Self-Service SAML support

  • Customers who already had SSO set up manually and then migrated to Self-Service SAML can already use any version of the Excel Add-in. There is no change for those customers.
  • Customers who set up Self-Service SAML directly (in general new customers) can now enter their friendly url in Excel Add-in 4.1 to set up SSO. [user guide]

Known issue resolved: 'Refresh failed. The required name range could not be found'

Previous Versions.png

Excel Add-in 4.0: "Revised Upgrade and Remap"

Phase 1 [August 20, 2020], Phase 2 [September 11, 2020], Phase 3 [October 6, 2020]

Our Excel Add-in 4.0 makes it easier for anyone to install and upgrade the Excel Add-in, access the right information at the right time, and work more efficiently. We have summarized the highlights in a blog post, created a short walk-through video and explained our approach in this other blog post.


Enhanced User Experience [blog]

Simplified Access to the Information Users Need [blog] [training]

Upgrade Seamlessly From One Version to Another [blog]

Flexible Connections [blog]

Watch Our Release Video

Excel Add-in 3.4: "Proxy and Multi-sheet"

March 31, 2020


Official release notes

Excel Add-in 3.3: "Read/write Connection"

November 21, 2019


Official release notes

Excel Add-in 3.2: "Saved View Connection"

August 22, 2019


Official release notes

Excel Add-in 3.1: "Faster and Clone"

May 1, 2019


Official release notes

Excel Add-in 3.0: "Read-only Module Connection"

August 30, 2018 - This version has been deprecated on May 31st, 2020.


Official release notes

Excel Add-in 2.6: "Classic"

July 11th, 2017 - This version has been deprecated on May 31st, 2020.


  • Only for me / for everybody installation options

Official release notes


@MagaliP you are a marketing genius. What a great idea to give each upgrade a tag name. Love it. 

I really appreciate all the upgrades, but "read/write" was my favorite. There was a parade in my township in your honor that day.

@MagaliP - New version looks really good . Looking forward to test it !!

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