Business value

Efficient and seamless

Channel data efficiently with minimal manual effort: Analyze data and distribute reports to speed decisions

  • Seamlessly connectGoogle Sheets / Microsoft Excel, PowerPoint and Word to Anaplan to keep Anaplan as the planning source of truth
  • Establish two-way connections,bringing source data from Anaplan into Google Sheets / Microsoft Excel and edit cell values from Google Sheets / Microsoft Excel back into Anaplan
  • Refresh reports and multiple worksheetsin Google Sheets / Microsoft Excel with newly-calculated data within seconds

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Flexible and connected

Connect Google Sheets/ Microsoft Office 365 to Anaplan for analysis and reporting: Align plans and decisions with the latest planning data

  • Take advantage of Google Sheets / Microsoft Office 365 features such asadvanced ad-hoc analysis and collaborationwith the latest planning data from Anaplan

  • Create avarietyof pixel-perfect charts and reportsin Google Sheets / Microsoft Excel with live Anaplan data to meet the most demanding stakeholder reporting requests

  • ApplyeitherAnaplanorGoogle Sheets / Microsoft Excel styling and formatting to keep reporting consistent across the organization

Download ourGoogle Sheets Add-on data sheet.

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What our customers say

Main benefits

Based on a survey ran in March 2020:

  • 75%save timein report preparation
  • 73% need reports in aspecific format
  • 68% can doad-hoc analysis
  • 66% canshare data与其他不太le who do not have access to Anaplan
  • 57% find iteasierto share reports
  • 54% have improved报告质量
  • 38% benefit from alower learning curveas they use a familiar tool
  • 29% like the ability towork offline
  • Save time for other peoplein the organisation
  • Additional modelling capabilities(e.g. VBA in Excel)

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Customer quotes

General

  • "Big fan of the Excel Add-in"
  • "It is anextremely usefuladd-in both fromCentre of Excellence and our business userperspective"
  • "It's a great tool for a lot of users who arefamiliarand use the Excel program andcomplements Anaplan well"
  • "The add-ins are terrific especially the now that we have the ability topush data back to Anaplan. Can't imagine life without them since it's abig factor in the overall value chain"
  • "Simple and flexible"
  • "Makes lifeeasier"
  • "I haverecommended to colleagueswho have found them equally useful"
  • "I set up a training session and "How to" guide for people to be able to install and use the add-in, as I felt it was avery useful toolfor our group to utilize"

Ad-hoc analysis

  • "They are very functional forquick Excel reporting and analysis, standardizing presentations that must be in PowerPoint. and allow for many more formatting options than the Anaplan dashboards"
  • "Statistical Modeling using VBA, particularly classification methods like clustering. I need a way to iterate on the data"

Reporting

  • "Office add-ins are very useful and help torun a report from Anaplan and share with others"
  • "I like that I can refresh/pivot my data without going to Anaplan, hence easy to make reports that requiredata coming from multiple modules"
  • "Our Excel add-in setup isfundamental to our Anaplan solutionhere. Many people utilise it toquickly integrate Anaplan into their monthly reportsand create a live connection to it"

Time-saving

  • "I have found the Excel add-in to be extremely useful indeveloping custom reports that can be easily updatedbased on our Anaplan models"
  • "Overall, it is a hugetime-saverfor the back office to send data to awide audience"
  • "It saves time forother people in the organisation, not just me"

Usability

  • "The add-in is much moreuser friendlyfor Anaplan users with limited experience."
  • "The Anaplan Excel add-in is relativelyeasy to use"
  • "The easiest way to get data out of Anaplan and beflexible"
  • "The 3.x versions are mucheasier and smootherto use"

Read morecustomer stories.

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