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Excel Interface For Planning Per User Installation

Explains how to install Excel Interface for Planning for each user

Important:  Before installing, please check Excel Interface for Planning Installation for prerequisites and technical requirements.  Users must have access to Adaptive Planning.

The Excel Interface for Planning is an add-in to Microsoft Excel which allows users to pull any standard or modeled sheet from your Adaptive Insights instance into Excel, enter or edit values and push those changes back to the Adaptive Planning server.  This interface is an alternative to the Adaptive Insights browser interface.  You can use either interfaces to develop your plans. 
 

Excel Interface for Planning Installation

The Excel Interface for Planning can be installed per-user or per-machine. The prerequisites are the same for both types of installation. In addition, both types can be installed silently or pushed using system management software. For advanced per-machine installation instructions click HERE

  • The link that follows is for  installing the Excel Interface for Planning only.  Once it is installed, Excel Interface for Planning will appear as a new tab in the ribbon when you launch regular Excel or when you launch OfficeConnect.  To install the Excel Interface for Planning, click the link below.  If the link does not respond, copy the entire link into your web browser. 

  • Before installing, please check prerequisites & installation document.  Users must have access to Adaptive Planning.
     

Per-user Installation

The per-user installation installs files, registry entries, and certificates only for the installing user. Because it only modifies the user’s profile, this installation does not require the user to have administrative permissions to install the Excel Interface for Planning. However, if a prerequisite such as the Microsoft .NET Framework is not installed, elevation will be required.

This type of installation is recommended for most users. It allows users to install future updates without help from IT. 

Note:  if you are looking for the Excel Interface for Planning it will display in your control panel add/remove programs as Adaptive Planning for Excel.

To install Excel Interface for Planning, click the following link: 

https://clickonce.adaptiveinsights.com/planning/latest/AdaptivePlanningExcelSetup.exe

If the link does not respond, copy the entire link into your Web browser. 

Per-machine Installation

See Excel Interface for Planning Per-machine Installation for instructions.

Product Updates

When an update is released, the Excel Interface for Planning will prompt you to install the update once per day. You will be able to postpone the update for up to 30 days, though this limit may be shorter if the application hasn’t been used for a while. At the end of the postponement period, the Excel Interface for Planning will not start until the update has been installed.

For most updates, the allowed postponement period is 30 days. High importance updates may require installation after a shorter period.

Support

For technical assistance installing or using Excel Interface for Planning, contact Support at Support@AdaptiveInsights.com