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Excel Add-in Before you download and install Proxy settings Install via command line PowerPoint Add-in Before you download and install the PowerPoint Add-in Download the Add-in Install the Add-in Google Sheets Add-on Install the add-on ... View more

Check that: ✔ You're connected to the internet ✔ You can connect to Anaplan in your browser ✔ You have access to the data in Anaplan (check your access rights with your administrator) If you need further help With the Excel Add-in (from 4.0), you can contact Anaplan Support directly from the ribbon, by choosing "Help" and then "Contact Support". This generates a pre-populated support email with technical information attached and at the bottom, as well as a set of questions for you to answer in order to help our support team understand your concern. ... View more

Top user guides for IT professionals Excel Add-in Before you download and install Proxy settings Install via command line PowerPoint Add-in Before you download and install the PowerPoint Add-in Download the Add-in Install the Add-in Google Sheets Add-on Install the add-on IT feedback We want to engage directly with IT staffers involved in deploying the extensions. We’d like to get your direct feedback on those products,  documentation, and to better assist you with their deployment.  We’ll provide extensions program updates in this space soon. ... View more

ℹ️  How to use this page: 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 that 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 following month) and the feature update (on release day). Find out  use cases ,  benefits  and watch  demo videos  about the Extensions.   Coming soon ... View more

  Note we only compare the latest versions Extension PowerPoint Add-in Excel Add-in Google Sheets Add-on Connection Modes       Read-Only Connection Yes Yes Yes Read/Write Connection  - Yes* Yes Multi-Sheet Connection  - Yes - Connection Types       Connect to a Module and Pivot and Filter - Yes - Connect to a Saved View Yes Yes Yes Connection Options       Clone a Connection - Yes - Remap a Connection Yes Yes - Usability enhancements       Enhanced upgrade: installer, workbook conversion and compatibility - Yes N/A Enhanced ribbon: support email, help, feedback - Yes - Sign-in Options       Username and password Yes Yes Yes Single Sign-on Yes Yes Yes** Authentication Settings Yes Yes Yes Proxy support Yes Yes N/A * To turn off   New Read/Write Connection   for Series 4, contact Anaplan Support. ** Only Self-Service SAML ... View more

ℹ️  How to use this page: 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 following month) and the feature update (on release day). Find out  use cases ,  benefits  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 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. 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. Self-Service SAML support All customers using Self-Service SAML need to use this version. [user guide] Known issues with this version 'Refresh failed. The required name range could not be found' Anaplan Excel Add-in 4 Series clashes with Oracle Smart View Add-in Features 3.1 3.2 3.3 3.4  4.0 4.1 Release dates May 2019 Aug. 2019 Nov. 2019 Mar. 2020 Aug. 2020 Oct. 2020 Connection Modes             Read-Only Connection Yes Yes Yes Yes Yes Yes Read/Write Connection  - - Yes Yes Yes * Yes* Multi-Sheet Connection  - - - Yes Yes  Yes Connection Types             Connect to a Module and Pivot and Filter Yes Yes Yes Yes Yes Yes Connect to a Saved View - Yes Yes Yes Yes Yes Connection Options             Clone a Connection - - - Yes Yes Yes Remap a Connection - - - - Yes Yes Usability enhancements             Enhanced upgrade: installer, workbook conversion and compatibility - - - - Yes Yes Enhanced ribbon: support email, help, feedback - - - - Yes Yes Sign-in Options             Username and password Yes Yes Yes Yes Yes Yes Single Sign-on Yes Yes Yes Yes Yes** Yes**/*** Authentication Settings - - - - Yes Yes Proxy support - - - Yes Yes Yes * To turn off   New Read/Write Connection   for Series 4, contact Anaplan Support. ** In the add-in (not in the installer) *** Including Self-Service SAML 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 ribbon icons and navigation [video] [user guide] Improved accessibility in Microsoft Office themes, including Dark Gray, Black, or White. [video] Simplified Access to the Information Users Need [blog] [training] Add-in Help [video] Email Support [video] Provide Feedback [video] Upgrade Seamlessly From One Version to Another [blog] Redesigned installation wizard with pre-requisite check [video] [training] [user guide] SSO or email/password authentication in the add-in [video] [training] [user guide] Workbook conversion from the previous version [video] [training] [user guide] File compatibility within a major version [video] [user guide] What's New [video] Flexible Connections [blog] Remap a connection [video] [training] [user guide] 💡 Ideas delivered: Ability to modify the SSO URL in Powerpoint/Excel Add-in  - similar to   this idea Ability to switch models in the Excel add-in - similar to this idea and this other idea Change authentication method in the add-in Watch Our Release Video Excel Add-in 3.4: "Proxy and Multi-sheet" March 31, 2020 Proxy support Multi-sheet connections Data validation via "Show changes" in for the "Send and Refresh" functionality 💡 Ideas delivered: Proxy support Latest Excel add-in version has all features of the previous versions Name range different between versions Single or multi-sheet connection Official release notes Excel Add-in 3.3: "Read/write Connection" November 21, 2019 Read/write connection 💡 Ideas delivered:  "Send only" option without refresh Official release notes Excel Add-in 3.2: "Saved View Connection" August 22, 2019 Connection to a saved view Official release notes Excel Add-in 3.1: "Faster and Clone" May 1, 2019 Faster Clone a connection In-product upgrade notification 💡 Ideas delivered: Enhanced performance Clone a connection Official release notes Excel Add-in 3.0: "Read-only Module Connection" August 30, 2018 - This version has been deprecated on May 31st, 2020. One-way connection to a module Pivot and filter the module 💡 Ideas delivered: Filtering options Insert new items on refresh Deleted rows/columns do not re-appear on refresh 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 ... View more

 The Extensions Bulletin | January 2021   What's New? We celebrated the new versions released in 2020 and the engagement of our Community with the Extensions in this blog. We launched a new type of user feedback (all automated) about our future extensions Anaplan for Microsoft 365. You can participate by joining this group. We listened to user feedback about our documentation (through a survey and the brand-new "was this useful"? feedback option at the bottom of every documentation article). Expect some improvements to Anapedia soon as a result.     Community and Events @JaredDolich explained how he builds reports in PowerPoint using a combination of the Excel Add-in, PowerPoint Add-in and VBA macro. The Extensions were mentioned as an example of how we take into account feedback from our customers in "Anaplan Listens". If you missed it in 2020, read on how we have designed Excel Add-in 4.0 following customer conversations. Your Ideas See an idea you like? Vote for it to increase its popularity. New ideas Refresh all connections in an Excel workbook (already considered for our roadmap) Ideas on roadmap Increase cell limitation in Excel Add-in Security/restriction for the add-in - similar to this idea and this other idea PowerPoint Add-in integration with NewUX Excel Add-in for Mac - similar to this idea Word Add-in Add-ins for Office Online Multiple connections per worksheet in Excel       Recognition Well done to our customer care team for your help with support tickets resolved faster (see the end-user tips and tricks section) Welcome to all new users of the Extensions in 2020! Even recently I discussed with several customers who have now adopted the Excel Add-in: our user base keeps growing.     Did You Know? Brand-new demo videos of the Excel and PowerPoint Add-ins are now available.   End-User Tips and Tricks If you have any issue with the Excel Add-in, go to the "Help" section of the ribbon to find answers to your questions. If you need to contact our support team, use the dedicated functionality which automatically populates the email with technical information and standard questions. Tickets raised with this feature were solved 12% faster.   Model Builder Corner How do you help your users get started with the Extensions? Try sending them those short videos.     What's this bulletin? It's a monthly update about the extensions, directly coming from the development team. Watch out for the next one at the end of each month. How does it differ from the monthly release post? Contrary to the release information which covers all the Anaplan products, we focus on the extensions. Why should I care? How does it impact me? If you are one of our 1,000+ users of the products, then you might want to read our bulletins as well to be on top of everything that's going on. If you are a Master Anaplanner or on the path to become one, you should definitely be interested in learning this information too. Do you like this bulletin? Would you like to suggest ideas? Give some kudos on this Community post and help share this article on LinkedIn. If you have suggestions or feedback, please write them in the comments. ... View more

Join the Anaplan Community’s next Anaplan Live! Spotlight on Thursday, February 25 at 10 a.m. CST (4pm UK time) to hear how the latest updates to Anaplan APIs can benefit model builders. Connect live with top Anaplan experts to learn about what has changed, including the new transactional APIs, and how you can use them to create more accurate plans with up-to-date data. Register for this FREE event here. ... View more