The Excel Add-in is a COM Add-in that hosts Anaplan views within Microsoft Excel. It's simple to install and updates are applied automatically: see Excel Add-in: Installation and Setup.
The Excel Add-in offers:
A two-way connection between Anaplan and Excel To link data from Excel to Anaplan, you can add Excel formulas that refer to other spreadsheet cells in detail cells in the Anaplan view. To link data from Anaplan to Excel, you can include references to Anaplan view cells in Excel calculations. The Add-in is designed to preserve such references as the Anaplan view definition changes, or as customizations are introduced.
Seamless Platform Integration and SSO Support You log in to the Excel Add-in using the same email address and password you use for Anaplan.com. If your organization authenticates Anaplan users through single sign-on (SSO), you can log in to the add-in with your usual credentials. After you log in, you can access all the models that are available to you in your workspace to create a customized view into your organization's plans.
Reporting Creation of highly formatted reports, views for one-off or batch printing, or to add to presentations. The Excel Add-in is designed to preserve formatting as the Anaplan view definition changes.
Data Querying A simpler form of reporting; an analytical task where highly formatted output is generally not required.
Data Collection Typically data input by a set of contributors, each with access to a different selection of items. The Excel Add-in allows you to create highly personalized input grids, or even forms.
Offline Working You can work in an Add-in view in an Excel spreadsheet without being connected to an Anaplan server. Changes can then be sent back to Anaplan the next time you're online..