Upgrading Planning Analytics for Microsoft Excel

When you upgrade IBM® Planning Analytics for Microsoft Excel, you need to uninstall the previous version and then install the current version. You cannot install Planning Analytics for Microsoft Excel directly over the previous version.

Before you begin

You must back up existing data and configuration files before you uninstall the previous version.

Procedure

  1. Close all Microsoft Excel windows.
  2. Back up existing data and configuration files.
  3. Uninstall the previous version of Planning Analytics for Microsoft Excel. For more information, seeUninstall IBM Planning Analytics for Microsoft Excel.
  4. Download and extract the installation program.
  5. Install the new version of Planning Analytics for Microsoft Excel. For more information, see Install IBM Planning Analytics for Microsoft Excel, versions 2.0.64 and prior.
    Note: If you are upgrading from Cognos Analysis for Microsoft Excel to Planning Analytics for Microsoft Excel, you must delete the C:\Users\<user>\AppData\Local\Cognos\Office Connection folder.