The Anaplan add-ins for Microsoft Office are evolving with a lot of focus on speed, flexibility and robustness. As we innovate and expand the reach of Anaplan, the older versions will sunset so that our customers can adopt the newer versions and leverage new capabilities and enhanced performance. 

 

What's happening with the old versions of the Excel and PowerPoint add-ins?

The Excel add-ins 2.6, 3.0 and PowerPoint add-in 1.4 will become unusable from 31 May 2020 (deprecation deadline): from this date, at any point and without notice, the add-in will stop working and the customer will not be able to log in to the add-in and refresh their data.

You need to upgrade to a newer version of the add-in before the deprecation deadline.

 

Why do we deprecate these add-ins?

We make changes to a back-end service used by those versions of the add-ins.

 

Can we push the deadline back?

This back-end change is critical for many other deliverables at Anaplan (not only the add-ins but the whole platform) so pushing it back would result in many delays to our roadmap. We have decided to go ahead with this in order to deliver the great functionalities of our roadmap that are dependent on this change.

 

Are other versions being deprecated?

No, you can use Excel add-ins 3.1/3.2/3.3/3.4 and PowerPoint add-ins 1.5/1.6 without any problem. If you use any of those versions, you are free to upgrade to the next version or to stay on the one you are currently using. Please read our best practices about Office add-ins governance.

What are the latest versions?

You can find the version comparison for Excel and PowerPoint add-ins.

 

How do I upgrade to the new version?

 

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If you are using Excel add-in 3.0

  1. Uninstall Excel add-in v3.0 following standard software uninstallation processes. Please note that depending on your corporate software policy, this may need to be done by your IT department. 
  2. Download the latest Excel add-in here on Anapedia and install the add-in. Please note that depending on your corporate software policy, this may need to be done by your IT department.
  3. Take a copy of your workbook. The add-in is not backwards compatible. Once you open your workbook inthe latest Excel add-in, you will not be able to open it again in Excel add-in v3.0.
  4. Open the copy and refresh it withthe latest Excel add-in.
  5. Check that everything has updated correctly and save your copy. Alternatively, you can also refresh your data in your initial workbook now that it is safe to do so.

If you are using Excel add-in 2.6

A migration of your workbooks is required. You will have to manually rebuild all the connections: a step-by-step guide and video to do this, as well as a model to estimate the amount of work required, are available on this Community post.

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If you are using PowerPoint add-in 1.4

  1. Uninstall PowerPoint add-in v1.4 following standard software uninstallation processes. Please note that depending on your corporate software policy, this may need to be done by your IT department. 
  2. Download the latest PowerPoint add-in here on Anapedia and install the add-in. Please note that depending on your corporate software policy, this may need to be done by your IT department.
  3. Take a copy of your slide deck. The add-in is not backwards compatible. Once you open your slide deck inhe latest PowerPoint add-in, you will not be able to open it again in PowerPoint add-in v1.4.
  4. Open the copy and refresh it withhe latest PowerPoint add-in.
  5. Check that everything has updated correctly and save your copy. Alternatively, you can also refresh your data in your initial slide deck now that it is safe to do so.

Please note tha the latest PowerPoint add-in is not backwards compatible. This means that once you open your PowerPoint document in the latest PowerPoint add-in, you will not be able to open it again in v1.4. We recommend you create a copy of your document first before opening it in the latest PowerPoint add-in. To finish the migration, uninstall the old PowerPoint add-in.

 

Can I face issues when upgrading?

Number Name Versions impacted Description Mitigation / workaround Status
1 Rebuild all reports Excel add-in 2.6 Upgrading from 2.6 to 3.3 will mean that customers will manually have to recreate every connection in their workbooks Manual migration explained on Community post Solved
2 Missing functionalities to be reintroduced in next version Excel add-in 2.6 Some functionalities from v2.6 will only be delivered in v3.4 (multi-sheet connection) Wait for Excel add-in 3.4 Released in Excel add-in 3.4
3 Row shift Excel add-in 3.0 Upgrading from 3.0 to 3.3 customers will cause all data to be shifted down one row. Any external workbook references will have to be updated as the formulas will no longer work

Open all workbooks linked to Anaplan data at once and refresh the data when all are open: this will ensure the formulae are automatically updated.

If this is not possible, contact Anaplan Support

Fixed in Excel add-in 3.4
4 Excel crashing Excel add-in 3.0 Upgrading from 3.0 to 3.3 could cause an issue where Excel crashes due to the connection not being in an expected format. See known issue and workarounds Fixed in Excel add-in 3.4
5 Proxy Excel add-in 2.6 and PowerPoint add-in 1.4 If the customer is using a proxy, they may have issues upgrading to 3.3 Will be available in Excel add-in 3.4 and PowerPoint add-in 1.6 Released in Excel add-in 3.4 and PowerPoint add-in 1.6
6 Line item formatting PowerPoint add-in 1.4 Number are not displayed in the same format as Anaplan, and this cannot be changed in PowerPoint Will be fixed in 1.6 Released in PowerPoint add-in 1.6 
7 Large modules Excel add-ins 2.6 and 3.0 User cannot access a view/module with more than 1million cells
See known issue and workarounds Fixed in Excel add-in 3.4
8 Customer upgrade process Excel add-ins 2.6 and 3.0, PowerPoint add-in 1.4 IT teams need to install the prerequisites and sometimes package the add-in for all users Please work with your IT team and Customer Success Business Partner to manage the transition N/A
9 Lost functionalities Excel add-in 2.6
  • View connection information in the right-hand side panel
  • Remapping of connection to another model via "Edit view"
  • Select pages to display in a multi-sheet connection
  • Repeat nester labels setting
  • Auto fit column setting
  • Reordering of pages setting
  • Remember your last connection details when you create a new connection
These functionalities are not critical to the operation of the add-in. Customers who use these can email Anaplan Support to find ad-hoc workarounds or express their interest on the Idea Exchange N/A

 

In all cases, if you are facing issues with the upgrade, please contact Anaplan Support.

 

What if I don't migrate?

From 31 May 2020, at any point and without notice, the add-in will stop working and the customer will not be able to log in to the add-in and refresh their data.

 

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Where can I find more information?

Check out the technical documentation here.

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