Anaplan XL Reporting Training
Give your users the power of Excel combined with the intelligence of the Anaplan platform.
Build reports and models in Excel with always up-to-date data, no copy-pasting. Steer your business with the best financial and analytical tools.
At a glance
Duration
1 to 2 days
Format
Online and on-site (1 to 2 participants)
Price
On quotation
Prerequisites
No prerequisites.
Target audience
Anyone wishing to leverage Anaplan data directly in Excel to produce reports, analyses or financial models.
Excel users
Anyone producing financial reports or analyses in Excel.
Controllers & analysts
Management controllers, financial analysts and budget managers.
Finance leadership
CFOs and finance managers steering dashboards and reporting.
What you gain
Connected Excel models
Build your models directly in Excel with reliable, up-to-date data.
Instant refresh
Refresh your reports in one click, with no manual copy errors.
Control & governance
Permissions, version history and audit guaranteed in your integrated Excel reports.
Key features
Connected data
Data from the Anaplan application is directly accessible in Excel.
Dynamic refresh
Refresh your Excel reports in real time with no manual intervention.
Custom Excel models
Create and maintain your own analytical models in Excel.
Permissions & governance
Access controls, versioning and audit on Excel reports.
Centralised models
Manage your Excel models from a single point within Anaplan.
Scaling & performance
Handles large data volumes without slowdown.
Learning objectives
By the end of the training, you will be able to:
- Connect an Excel sheet to an Anaplan application.
- Configure the dynamic refresh of data.
- Create and maintain custom Excel models based on Anaplan data.
- Apply permissions and manage report governance.
- Centralise and distribute models from Anaplan.
- Export and share reports in multiple formats (PDF, HTML, Excel).
Frequently asked questions
Do I need to install a plugin?
No, everything is native — no third-party plugin required.
Is the data real-time?
Yes, you get dynamic updates in Excel on demand.
Is security maintained?
Yes, permissions, audit and data separation are fully managed.
Compatible formats?
Native Excel, PDF, HTML — automated distribution possible.
Assessment methods
- An attendance sheet is signed by the trainees and the trainer.
- Achievement of the objectives is assessed via a criteria-based grid at the end of each chapter.
- On success, a certificate of completion is issued to the participant.
- An immediate feedback questionnaire measures satisfaction at the end of the training.
Methods & tools
An active, demonstrative teaching approach throughout the training: theoretical input and hands-on practice tailored to the situations encountered.
- Practical exercises at the end of each chapter.
- Exercise correction at the end of each chapter.
- Training materials provided in electronic format (PDF).