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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Hi Jennifer, Thanks for your interest! We're working hard on developing the next enhancement to the Excel Add-in - the V3 add in has loads of great features that are worth waiting a little longer for. We hope to release this enhancement in May 2018 (date is subject to change (but not by much)). Thanks for your patience.
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