What's new: Excel and PowerPoint add-ins and a new version of Anaplan Connect released today!

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Anaplan add-ins for Microsoft Office

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. 

Excel v3.3

What's new?

The Excel add-in version 3.3 enables you to create a read-write connection between the add-in and your Anaplan models. This means that you can edit data in Excel and use Send and refresh to send the changes to Anaplan.

What's happening with the old versions of the Excel add-in?

  • The Excel add-ins v2.6 and v3.0 of 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 the latest version of the add-in (v3.3, which can be downloaded here) before the deprecation deadline.

How do I upgrade to the new version?

If you are using Excel add-in v3.0

  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 Excel add-in v3.3 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 in Excel add-in v3.3, you will not be able to open it again in Excel add-in v3.0.
  4. Open the copy and refresh it with Excel add-in v3.3.
  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.

The following may impact you:

  • Customers upgrading from Excel add-in v3.0 will experience a row shift due to the move of the "last refresh date" from the B1 cell to the A1 cell. This will be seamless if the Anaplan data is not referenced by any formula. If Anaplan data is referenced in a single workbook, the formulae will automatically remap to the new shifted cells when the workbook is refreshed using Excel add-in v3.3. If Anaplan data is referenced in multiple workbooks, the formulae will automatically remap to the new shifted cells only if all workbooks are open when the refresh is performed using Excel add-in v3.3.
  • All customers whose users are on different versions (any version: v2.6, v3.0, v3.1, v3.2, v3.3) of the add-in may face this known issue of file being corrupted when refreshed on older versions. Two workarounds are provided.
  • Customers upgrading from Excel add-in v3.0 may be unable to connect to large saved views bigger than 1 million cells. This known issue has a workaround and a fix will be available in the next version of the add-in (Excel add-in v3.4, targeted for release in March)

In all cases, if you are facing issues with the upgrade, please contact Anaplan Support at support@anaplan.com.

If you are using Excel add-in v2.6

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.

The following may impact you:

  • Customers upgrading from Excel add-in v2.6 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
  • Customers using multi-sheet connections in Excel add-in v2.6 (several sheets created from on a single connection based on the dimensions in page) and list drop-down validation (when sending list-formatted data back in Anaplan) will need to wait for the next version of Excel add-in (3.4, targeted for release in March) to benefit from these functionalities.
  • All customers whose users are on different versions (any version: v2.6, v3.0, v3.1, v3.2, v3.3) of the add-in may face this known issue of file being corrupted when refreshed on older versions. Two workarounds are provided.
  • Customers upgrading from Excel add-in v2.6 and using proxies are advised to contact support after upgrading to the latest version if they experience an issue with logging in. This issue may be resolved by performing some manual settings change and will be solved permanently in the next version of the add-in (Excel add-in v3.4 and PowerPoint add-in v1.6, targeted for release in March).
     (Excel add-in v3.4, targeted for release in March).
  • Customers upgrading from Excel add-in v2.6 may be unable to connect to large saved views bigger than 1 million cells. This known issue has a workaround and a fix will be available in the next version of the add-in (Excel add-in v3.4, targeted for release in March)
  • Customers upgrading from Excel add-in v2.6 may notice some missing functionalities in the new version (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 nested labels setting, auto fit column setting, reordering of pages setting, add-in remembering your last connection details when you create a new connection). We do not have plans to release those functionalities in future versions of the add-in at the moment. Customers should contact Anaplan Support to find a workaround and/or post this on the Idea Exchange.

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.

Where can I find more information?

Check out the technical documentation here.

PowerPoint v1.5

What's new?

The PowerPoint add-in version 1.5 offers enhanced performance and in-product notifications to upgrade whenever a new version is available.

What's happening with the old versions of the PowerPoint add-in?

  • The version of the add-in 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 the latest version of the add-in (v1.5) before the deprecation deadline.

How do I migrate to the new version?

  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 PowerPoint add-in v1.5 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 in PowerPoint add-in v1.5, you will not be able to open it again in PowerPoint add-in v1.4.
  4. Open the copy and refresh it with PowerPoint add-in v1.5.
  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.

The following may impact you:

  • Customers upgrading from PowerPoint add-in v1.4 and using proxies are advised to contact support after upgrading to the latest version if they experience an issue with logging in. This issue may be resolved by performing some manual settings change and will be solved permanently in the next version of the add-in (PowerPoint add-in v1.6, targeted for release in March).
  • Customers upgrading from PowerPoint add-in v1.4 will see that the formatting of the line items set up in Anaplan is not preserved in PowerPoint. This functionality will be released in the next version (v1.6, targeted for release in March).

Please note that PowerPoint add-in version 1.5 is not backwards compatible. This means that once you open your PowerPoint document in the add-in v1.5, 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 v1.5. To finish the migration, uninstall the old PowerPoint add-in.

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.

Where can I find more information?

Check out the technical documentation here.


Anaplan Connect 1.4.3

We are pleased to announce the release of Anaplan Connect 1.4.3 (AC 1.4.3), including upgrades to open source public libraries, which can be downloaded here

Important note: Downloading and installing AC 1.4.3 does not overwrite your existing Anaplan Connect integrations. You can install AC 1.4.3 into a different directory.

What's new?

The 1.4.3 version of Anaplan Connect includes upgrades to open source public libraries. These libraries are used by Anaplan Connect to implement various features. As a best practice, Anaplan updates the libraries to newer versions from time to time. Customers are encouraged to adopt this version of Anaplan Connect to benefit from enhancements in these public libraries.

Important change for using CA Private Keys directly saved in file paths

Following best practices, we have upgraded the API cryptography for Anaplan Connect 1.4.3 to Bouncy Castle. If you want to use CA Private keys directly saved in file paths, you must copy the bundled Bouncy Castle library. For more information, refer to "Download and Setup" section of Anaplan Connect user guide. Please note that Anaplan Connect 1.4.3 supports JAVA 8.

Where can I find more information?

Check out our downloads section in Anapedia here