Anaplan XL Reporting
Give your users the power of Excel coupled with the intelligence of the Anaplan platform: create reports and templates in Excel with data that's always up to date, without copying and pasting. Drive your business with the best financial and analytical tools.
Connected Excel templates
Build your models directly in Excel with reliable, up-to-date data.
Instant updates
Refresh your reports at the click of a button, without manual copying errors.
Control & governance
Guaranteed permissions, historization and auditing in your integrated Excel reports.
Key features
Connected data
Data from the Anaplan application can be accessed directly in Excel.
Dynamic cooling
Update your Excel reports in real time without manual intervention.
Custom Excel templates
Create and maintain your own analytical models in Excel.
Permissions & governance
Access controls, versioning and auditing of Excel reports.
Centralized models
Manage your Excel templates from a single point in Anaplan.
Expansion & performance
Supports large data volumes without slowing down.
FAQ
Do I need to install a plugin?
No, everything is native - no plug-ins required.
Is the data in real time?
Yes, you get dynamic updates in Excel.
Is safety respected?
Yes, permissions, auditing and data separation are managed.
Compatible formats?
Native Excel, PDF, HTML, automated distribution possible.