Downloading and upgrading to Planning Analytics for Microsoft Excel with a single .xll add-in for versions 2.0.65 and later

Starting in IBM® Planning Analytics for Microsoft Excel version 2.0.65, you install Planning Analytics for Microsoft Excel using a Planning Analytics for Microsoft Excel .xll file. An .xll file is sometimes referred to as an add-in file.

Planning Analytics for Microsoft Excel versions 2.0.65 and newer use an Planning Analytics for Microsoft Excel .xll file for installation, which can be downloaded from IBM Support Fix Central. By using the Planning Analytics for Microsoft Excel .xll file, users can choose to launch Planning Analytics for Microsoft Excel for a single session by double-clicking the .xll file or have Planning Analytics for Microsoft Excel persist across Excel sessions by installing the .xll file as an add-in to Microsoft Excel.

Third-party software settings can directly affect the ability of Planning Analytics for Microsoft Excel to perform in your environment.

The single file delivery of the Planning Analytics for Microsoft Excel .xll file, introduced in version 2.0.65, is an intricate system. The .xll add-in and executable parts are delivered and signed by IBM, and should be trusted by your system. Excel trust settings, anti-virus, system management tools, and so on, should be configured to allow the add-in to proceed.

The add-in itself requires no privileges beyond user level, and leverages the read/write access that is associated with the user profile AppData, as before, for supporting runtime functionality.

Where possible, launch Planning Analytics for Microsoft Excel by opening the .xll file for a single session, as opposed to installing the file as a persistent add-in to Excel.

Downloading the Planning Analytics for Microsoft Excel .xll file

The .xll files are available in IBM Support Fix Central. Depending on your environment, two versions of the .xll file are available. You can choose between the x64 or the x86 version of the file.

Planning Analytics Workspace on Cloud administrators can also download an archive containing both the x64 or the x86 versions of the Planning Analytics for Microsoft Excel .xll file. For details, see Download Planning Analytics for Microsoft Excel in Planning Analytics Workspace.

Upgrading from Planning Analytics for Microsoft Excel version 2.0.64 or older

Before you use the Planning Analytics for Microsoft Excel .xll file to upgrade to a newer version of Planning Analytics for Microsoft Excel, you must uninstall any version of Planning Analytics for Microsoft Excel that used the .iss installer. For more information on uninstalling Planning Analytics for Microsoft Excel versions 2.0.64 or older, see Uninstall IBM Planning Analytics for Microsoft Excel.

If you do not uninstall Planning Analytics for Microsoft Excel version 2.0.64 or older before upgrading to Planning Analytics for Microsoft Excel version 2.0.65 or newer, an error message will be displayed in Microsoft Excel.
Planning Analytics for Microsoft Excel install error