Excel

Excel Add-In for Anaplan

Connect to live Anaplan from Excel

The Anaplan Excel Add-In is a powerful tool that allows you to connect with live Anaplan data, directly from Microsoft Excel. Use Excel to read Anaplan Exports, Models, Workspaces, etc. Perfect for mass imports / exports, data cleansing & de-duplication, Excel based data analysis, and more!

Install the Add-In, configure your Anaplan connection, and go!

Download Beta

Your Anaplan data, your way!

The Excel Add-In for Anaplan provides the easiest way to connect with Anaplan data. Users simply supply their credentials via the connection wizard to create a connection and can immediately begin working with live Anaplan tables of data. The Excel Add-In is completely self-contained; no additional software installation is required.

Access Anaplan data directly from Excel

Direct Access

Direct access to live Anaplan Data from Excel

The Excel Add-In for Anaplan is integrated with the Excel toolbar and ribbon, providing direct access to live data with a single click.

Setup

Easy-to-use, straightforward configuration

Install the Add-In
Login with user & password
Select tables

Installing the CData Anaplan Excel Add-In creates a dedicated toolbar in Excel, giving users instant access to Anaplan data for faster data analysis and reporting. From the Excel toolbar, users can select any of the installed CData Add-Ins to configure a connection.

Data Selection

Select tables and columns

Once the data connection is configured, just specify the table and the Excel Add-In will populate a new Excel sheet with live Anaplan Data.

Data Analysis

Anaplan Data with the full power of Excel

Perfect for mass imports, data cleansing & de-duplication, Excel-based data analysis, and more!

Quickly export and backup data.
Operate on data with Charts and Pivot Tables.

FAQs

Frequent Anaplan Excel connectivity questions

Common questions about integrating Anaplan with Microsoft Excel.

How do I connect Anaplan to Excel?

The Anaplan Excel Connector is fully integrated with the Excel toolbar and ribbon, providing direct access to live data with a single click. Installing the Anaplan Excel Add-In creates a new CData data access toolbar in Excel that users can access to connect to remote data. From the Excel toolbar, users can select any of the installed CData Add-Ins to configure a connection to any data source. Once the Anaplan Excel integration is configured, just select a table from Anaplan and the Excel Add-In will populate a new Excel sheet with live Data.
Can I export Anaplan to Excel?

Configuring a Anaplan export to Excel is a thing of the past — no more downloading or copying & pasting to make sure you have the freshest data. The Anaplan Add-In provides live direct connectivity to Anaplan and does not require a Anaplan Excel export. Simply click the Refresh button from the Excel Anaplan plugin and the tool will download Anaplan to excel instantly.
Is it possible to edit Anaplan data from Excel?

Our integration enables live, bi-directional access to Anaplan data directly from Excel. Easily pull live data into your spreadsheet, make changes, and push updates back to Anaplan — all without leaving Excel. Edited cells are automatically highlighted to show differences from the source data. When ready, click the Update Rows button in the CData Add-In toolbar to sync your changes.
Is there a free trial available?

Absolutely. Free trials are available for all CData products. Your 30-day free trial of the Anaplan Excel Connector will begin as soon as you have downloaded the Anaplan Excel Add-In and completed the intallation process. The trial provides full, unrestricted access to all features and capabilities of the Anaplan Excel Connector.
Start your trial today: Anaplan Excel Add-In free download.

Anaplan Excel Resources:

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Download the Anaplan Excel Add-In

Building custom dashboards & reports that connect with live Anaplan data has never been easier. Download the CData Excel Add-In for Anaplan now, and get connected.