Connecting the PDC to Planning Space

Install PDC from a shared manifest folder

The shared manifest folder must be initially setup to be accessed by Excel. See Configure the Excel Trusted Add-in Catalog.

Click Add-ins on the Home ribbon, then click More Add-ins to open the Office Add-ins selector, and then click the SHARED FOLDER tab. This will show one or more available PDC add-ins.

Check with your local Planning Space Administrator about which one to use, if there is more than one.

Double-click the required Add-in button, and it will be locally installed to your personal Excel setup. A new button for each PDC Add-in should appear in the Data ribbon.

The new PDC access button(s) will be stored in your personal Excel configuration and they should be available to use every time you start Excel.

Sign in to Planning Space

In the Data ribbon, click the PDC button and a PDC pane should appear on the right-hand side.

A Planning Space login dialog should also appear automatically.

In the login dialog enter your user credentials, in the same way as you sign in to the Planning Space application, and click the Sign in button.

(Note: If your account username is in the form of a Windows UPN (something like 'first.lastname@domain.mycompany.com') then you do not type in a password; in this case the login screen will be re-directed to an Identity Provider server, at which point you may be required to select one of several federated accounts, and you may be requested to enter your federated password. The details here depend on how Planning Space authentication has been configured for your server.)

If connection is successful, the login window will close and the PDC pane will have the Data tab activated.

You are now ready to use the Planning Space Data Connector.

The Connection tab will show the connection details and you can use the Sign Out button to close the server connection. (After sign out the button shows Sign in, click the button to login and re-open the server connection.)