Vision
Helping our customers make, report and share decisions, by enabling all users to work efficiently with Anaplan data in their familiar productivity tools
User needs
| Analyst, model builder, decision maker, contributor, planner |  |
 |
 |
Excel add-in |
PowerPoint add-in |
Google Sheets add-on* |
|
Work offline and access my data anywhere |
√ | √ | √** |
Distribute a report in a specific format |
√ | √ | √ |
Consume Anaplan data but don't have access |
√ | √ | √ |
Work in my familiar tool |
√ | √ | √ |
Do some ad-hoc analysis |
√ | √ | |
Create highly-formatted reports |
√ | √ | |
Integrate data that is not yet in Anaplan |
√ | √ | |
Send data to Anaplan directly from my spreadsheet |
√ | √ | |
Collaborate on a report |
√ |
* On Early Access
Example scenarios
Finance analyst
As a Finance Analyst, I need to create a P&L report every month for my management team. I need to create this report efficiently and trust the data is accurate, so I can spend time analyzing the figures and providing some insights and recommendations.
Usually, I spend a lot of time copying and pasting data into Excel, doing some data validation, sending the file to colleagues, before I can finally spend the little time remaining doing some value-add work of analysis.
My management team also gets upset when the report is not ready on time or some values are off.
Management team
As a Decision Maker, I want to get my weekly PowerPoint deck with the latest Anaplan data. Not only the data should be up-to-date but my analysts should have provided an analysis of the situation and provided recommendations.
My leadership team is used to a specific slide format which we are familiar with so the flexibility is key.
I am also asking my analyst to integrate some ad-hoc pieces of analysis to deep dive into some specific areas of the business, and they have to provide me with this on time for my Monday morning business review.
