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 4.4: "Authentication via Universal Login"
| Features | 3.1 | 3.2 | 3.3 | 3.4 | 4.0 | 4.1 | 4.2 | 4.3 | 4.4 |
| Release dates | May 2019 | Aug. 2019 | Nov. 2019 | Mar. 2020 | Aug. 2020 | Oct. 2020 | Mar. 2021 | Jul. 2021 | Feb. 2022 |
| Connection Modes | |||||||||
| Read-Only Connection | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| Read/Write Connection | - | - | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| Multi-Sheet Connection | - | - | - | Yes | Yes | Yes | Yes | Yes | Yes |
| Connection Types | |||||||||
| Connect to a Module and Pivot and Filter | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| Connect to a Saved View | - | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| Connection Options | |||||||||
| Clone a Connection | - | - | - | Yes | Yes | Yes | Yes | Yes | Yes |
| Clone a workbook | - | - | - | - | - | - | - | Yes | Yes |
| Remap a Connection | - | - | - | - | Yes | Yes | Yes | Yes | Yes |
| Extended Data Cell Limit | - | - | - | - | - | - | Yes | Yes | Yes |
| Usability enhancements | |||||||||
| Enhanced upgrade: installer, workbook conversion and compatibility | - | - | - | - | Yes | Yes | Yes | Yes | Yes |
| Install for all users | Yes | Yes | Yes | Yes | - | - | - | Yes**** | Yes**** |
| Enhanced ribbon: support email, help, feedback | - | - | - | - | Yes | Yes | Yes | Yes | Yes |
| Sign-in Options | |||||||||
| Username and password | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| Single Sign-on | Yes | Yes | Yes | Yes | Yes** |
Yes**/*** |
Yes**/*** |
Yes**/*** |
Yes**/*** |
| Authentication Settings | - | - | - | - | Yes | Yes | Yes | Yes | Yes |
| Proxy support | - | - | - | Yes | Yes | Yes | Yes | Yes | Yes |
** In the add-in (not in the installer)
*** Including Self-Service SAML
**** Separate msi installer
Excel Add-in 4.3: "Multiple users and multiple workbooks"
Phase 1 [July 29, 2021], Phase 2 [August 12, 2021], Phase 3 [August 25,2021]
Our Excel Add-in 4.3 enables you to be more productive by rolling out the add-in more quickly to your users and working with multiple workbooks.
Easier enterprise roll-out
- You can now install for multiple users thanks to our dedicated msi installer, allowing your IT teams to deploy the add-in seamlessly to all your users - including via SCCM [user guide]
Work with multiple workbooks
- You can now work on multiple (duplicate) workbooks at the same time, enabling you to work more productively across different files. To duplicate a workbook, just close your workbook and take a copy, or simply "save as".
💡 Ideas delivered:
- Excel Add-in: Clone Workbook button - similar to this idea
- Open duplicate workbooks
- Back-up copy on Onedrive
Known issue: Editing an Excel file in Google Sheets can disable Anaplan Excel Add-in Connections.
Excel Add-in 4.2: "Extended Data Cell Limit"
Phase 1 [March 30, 2021], Phase 2 [April 14, 2021], Phase 3 [April 22,2021]
Our Excel Add-in 4.2 supports connections up to 5 million data cells (compared to 1 million in previous versions) to enable you to create bigger Excel reports to facilitate decision making.
Removal of the 1 million data cell limitation
- You can now create a connection to a module or saved view with up to 5 million data cells [user guide]
- Note that the performance will vary according to the number of cells you’re retrieving.
- If you’re using Excel 32-bit, we’ll warn you that Excel may run out of memory.
- Although you can create a read/write connection with 5 million data cells, you’ll only be able to send and refresh 1 million cells at a time.
💡 Ideas delivered:
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 resolved 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
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]
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
Excel Add-in 3.3: "Read/write Connection"
November 21, 2019
💡Ideas delivered:
Excel Add-in 3.2: "Saved View Connection"
August 22, 2019
Excel Add-in 3.1: "Faster and Clone"
May 1, 2019
- Faster
- Clone a connection
- In-product upgrade notification
💡Ideas delivered:
Excel Add-in 3.0: "Read-only Module Connection"
August 30, 2018 - This version has been deprecated on May 31st, 2020.
💡 Ideas delivered:
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
