Anaplan XL Reporting
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.
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.
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.