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Excel Integration

Integrate Anaplan with Excel

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    Integrating Anaplan with Excel revolutionizes the way businesses handle data reconciliation, controls, and reporting. This seamless connection empowers Anaplanners to leverage Excel's familiar interface for enhanced data manipulation, comparison, and administrative tasks. Utilizing the Excel add-in is not only easy and intuitive, but it also accelerates the reconciliation process, making it an indispensable tool for those who manage and reconcile data on a regular basis. On this comprehensive page, we'll delve into the importance of integrating Anaplan with Excel, outline the necessary setup steps, explore a range of practical use cases, and provide guidance for troubleshooting and optimizing your Anaplan integration.

    Whether you are seeking to perform small reconciliation processes, create simple reports, or automate complex data workflows, the integration of Anaplan with Excel offers a robust solution. We'll provide detailed insights into creating connections to access your Anaplan data, handling multiple worksheets, and utilizing read-only or read/write connections for varied data interaction needs. Additionally, we'll answer common questions and address potential issues you may encounter along the way. Stay tuned for a wealth of information designed to enhance your Anaplan and Excel experience.

    Integrating Anaplan with Excel

    Integrating Anaplan with Excel is a streamlined process facilitated by the Excel Add-in. This powerful extension provides users with a variety of ways to seamlessly connect and interact with Anaplan data within Excel. Whether for viewing or editing data, the integration allows for maximum flexibility, accommodating multiple connection types across different worksheets within the same workbook.

    Creating Connections

    To access Anaplan data in Excel, users can create multiple connections using the Excel Add-in. This feature enables users to connect to different Anaplan modules and interact with the data directly in Excel. Each connection can be tailored to specific needs, whether it's for a single worksheet or multiple sheets within the same workbook.

    Connection Types

    The Add-in offers two primary types of connections: read-only and read-write. Read-only connections are ideal for users who need to view Anaplan data in Excel without the need to modify it. Conversely, read-write connections are essential for users who require the ability to update Anaplan data from within Excel. Choosing the correct connection type is crucial for the intended data interaction.

    Multi-Sheet Connections

    For a more comprehensive data interaction, users can opt for multi-sheet connections. This option creates a separate worksheet for each combination of page dimensions in a connection, with a maximum of 20 worksheets. Synchronizing the multi-sheet connection is a vital step to ensure that any addition or removal of items from a page dimension in Anaplan is accurately reflected in Excel.

    Managing Connections

    Once a connection is established, it is assigned a unique GUID for identification. Users can manage their connections effectively by renaming them for better clarity. Cloning connections is also a useful feature that allows for the same data to be accessed from multiple worksheets, which can be particularly helpful for testing changes without affecting the original data set.

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    Sourcetable Integration

    Integrating Anaplan with Sourcetable Over Excel

    When it comes to enhancing the capabilities of Anaplan, integrating with Sourcetable instead of Excel offers several key benefits. Sourcetable is designed to sync your live data from a wide array of apps or databases. This live data synchronization ensures that the information you're working with in Anaplan is always up-to-date, providing a real-time view of your business metrics.

    Furthermore, Sourcetable facilitates the automation of data pulls from multiple sources. This level of automation reduces manual data entry and the associated errors, thereby streamlining workflows and increasing the accuracy of your data within Anaplan. By leveraging Sourcetable's ability to aggregate data from various sources, users can gain comprehensive insights without the need for complex data integration processes typically associated with Excel.

    The familiar spreadsheet interface of Sourcetable makes the transition smooth for users who are accustomed to Excel's layout. However, it extends beyond Excel's capabilities by offering advanced query options for more sophisticated data manipulation and analysis. This proves advantageous for businesses looking to drive intelligence and informed decision-making directly from their Anaplan platform.

    Common Use Cases

    • Anaplan logo
      Excel Integration
      Data reconciliations
    • Anaplan logo
      Excel Integration
      Ad-hoc data retrieval
    • Anaplan logo
      Excel Integration
    • Anaplan logo
      Excel Integration
      Creating ad-hoc presentation packs
    • Anaplan logo
      Excel Integration
      Running formulas and comparing data

    Frequently Asked Questions

    How do I create an Anaplan connection in Excel?

    To create an Anaplan connection in Excel, use the Excel Add-in. Ensure you are signed in to the Add-in before attempting to create a connection.

    Can I write data back to Anaplan from Excel?

    Yes, you can write data back to Anaplan by using a read-write connection.

    What should I do if Excel runs out of memory when using an Anaplan connection?

    If Excel runs out of memory, consider using the 64-bit version of Excel for a more reliable experience. Also, try to avoid using connections with over one million cells as they are more likely to cause memory issues.

    Is there a limit to how many cells or worksheets I can have in an Anaplan connection in Excel?

    Yes, a single worksheet in a connection can contain a maximum of five million cells, and a multi-sheet connection can contain a maximum of 20 worksheets.

    What is the difference between a read-only and a read-write connection in the context of Anaplan's Excel integration?

    A read-only connection allows you to view Anaplan data in Excel without the ability to write back to Anaplan. Use a read-write connection to write data to Anaplan from Excel.


    Integrating Anaplan with Excel through the Excel Add-in provides a powerful combination of Anaplan's robust planning capabilities and Excel's familiar analysis and presentation environment, allowing for effective data reconciliations, ad-hoc retrievals, and complex analyses. The integration streamlines administrative tasks and enhances productivity, particularly for end users focused on visualizations and reporting. For optimal performance, it is crucial to adhere to best practices, such as using the \"colorful\" theme, employing name ranges for formulas, and utilizing Excel's advanced features like data validation and conditional formatting. However, if you're seeking a more streamlined solution that avoids the intricacies of integration, consider using Sourcetable. Sign up for Sourcetable today to begin accessing and managing your data with ease and efficiency.

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