A new version of the Anaplan Excel Add-in is now available. Excel Add-in Version 3.1 is faster, more flexible, and more responsive, making it easier to display your data your way .
With the Anaplan Excel Add-in V3.1, you can create a connection between an Excel worksheet and an Anaplan module, enabling you to display and manipulate your Anaplan data in a familiar Excel environment . Y ou can view, edit, pivot, and filter the data in Excel, and perform calculations using Excel formula s .
Download version 3.1 from the Downloads page in Anapedia.
If you're already using version 3.0, uninstall it before installing version 3.1. If you're currently using version 2.6, you can install version 3.1 without uninstalling version 2.6.
What’s New in Version 3.1
The add-in is now up to 10 times faster than version 2.6 when retrieving data from Anaplan.
You now have more control when you refresh the connection between Excel and Anaplan. Version 3.1 includes:
A new dialog that tells you exactly what’s happening as you refresh, summarizing what changes are being made (like the number of list items added or removed) and any errors that occur ;
The option to cancel a refresh while it's in progress ; and
The ability to choose whether any new list items that have been added to the source module are added to Excel in the refresh .
To save you time, w hen you delete a row or column of Anaplan data in Excel, the data is automatically deselected in the Pivot and Filter dialog—it won't be imported again unless you reselect it.
View Connection Information in the T oolbar
You can now see information about the current connection to Anaplan in the toolbar at the top of each worksheet, including the name of the workspace, model, and module name, along with any dimensions assigned to pages. The toolbar also remembers any selections you make when you go in and out of the Pivot and Filter dialog.
You can enable or disable the connection details displayed at the top of each worksheet and y ou can also hover your mouse over the toolbar to see the connection details.
We've introduced the ability to clone a connection , which copies a connection and the cell data from an existing worksheet to a new worksheet. You can then pivot, filter, and edit the data in the new worksheet without affecting the data in the original worksheet.
Module level time ranges are now fully supported in Excel.
Update notifications are automatically displayed after an update is released. If the update is required, it must be installed to continue using the add-in. If the update is optional, it’s recommended to install immediately, but you can continue using the add-in and download and install the update later.
Questions, Comments, Kudos, or Concerns?
Do you have feedback on the Excel Add-in V3.1 release? Share your thoughts in the Excel Add-in V3.1 Release Discussion.
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Hi juliahon, The recently released Excel add-in is the first itteration of Excel add-ins on the way to depreacting the old Excel add in, and then beyond. For us to be able to deprecate the old add in we must release the ability to connect to views, and the ability to writeback data into Anaplan from Excel. Both of these will be released early next year. This first itteration we wanted to make sure we gave as much flexibility to a user of Anaplan data in Excel as we could. As for the line items being added back in when you refresh, make sure you deselect them in the pivot and filter interface as upposed to just deleting them in the Excel sheet and this wont happen. The next release of the add in, released later this year, will automatically pick up what you have deleted a line item or column of Anaplan data in the Excel sheet - but for now you must deselect an item you dont want appearing in the Excel sheet from within the pivot and filter interface. Thanks, Rob
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Version 3.0 of the Add-in has been completely redesigned, but retains many features from version 2.6. In version 3.0, you’ll see improvements to:
Performance —The Excel Add-in can quickly retrieve larger data sets.
Infrastructure — There's a new service to improve data requests.
Flexibility — You can carry out ad-hoc analysis using the latest data from a model.
Redesign — We've redesigned the interface based on your feedback.
You no longer have to ask your model builder to create specific views for you in Anaplan. You can now connect to your model and pivot the data in the Add-in to define the perspective you want to work with.
Excel Add-in version 3.0 does not replace Excel Add-in version 2.6 , which is still available to download . If you’re currently using version 2.6, you can continue to use it, alongside version 3.0.
Excel Add-in v3.0 enables:
A one-way connection between Anaplan and Excel. In version 3.0, you retrieve from Anaplan and configure your data in Excel. You can create multiple, simultaneous direct connections to different models and modules in your workspace without the need for specific views to be created in Anaplan. It’s a one-way connection to Anaplan and you can't send data back.
Seamless platform integration and SSO support. You log in to Excel Add-in version 3.0 using the same email address and password you use for Anaplan.com. If your organization authenticates Anaplan users through single sign-on (SSO), you can log in to Excel Add-in version 3.0 with your usual credentials. After you log in, you can access all the models you have access to in your workspace.
Reporting. You can create highly-formatted reports to add to presentations, or views for one-off or batch printing. The Excel Add-in is designed to preserve formatting as the Anaplan view definition changes.
Data querying where highly formatted output isn't required. You can pivot and filter your Anaplan data for ad-hoc, on-the-fly analysis and refresh the data at any time to obtain the very latest information, directly in Excel.
Read more on Anapedia: Excel Add-in 3.0
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