Anaplan XL (formerly FluenceXL) is an add-in to Microsoft Excel that lets users quickly and easily create reports from different data sources. It solves Excel's problems and makes it more powerful for analysis, reporting, and dashboards. You can publish any Anaplan XL report created in the Excel client to Anaplan XL Web. This makes it easy to find and share reports with data linked to them. Anaplan XL reports are interactive while respecting company security.
Introduction to Anaplan XL Reporting
Anaplan XL Reporting helps business users create reports and dashboards.
Analytics and reports in Anaplan XL Reporting
Anaplan XL Reporting has a number of features that enable you to analyze and report on your data.
Charts and dashboards in Anaplan XL Reporting
Anaplan XL Reporting operates within Excel. You can chart any data retrieved into the workbook using Anaplan XL using any standard Excel chart type.
Anaplan XL Reporting calculations overview
Anaplan XL Reporting has several options to define your own calculations.
Formula reports overview in Anaplan XL Reporting
When using formulas to retrieve information and data from the OLAP cube, each cell contains a formula rather than the data itself, unlike grid reports.
Supported Excel formulas in Anaplan XL Reporting
You can use Excel formulas as well as Anaplan XL formulas in your Anaplan XL reports.
Install and configure Anaplan XL Reporting
Learn how to install the Anaplan XL Reporting Add-in.
Insert SQL data tables (administrators) in Anaplan XL Reporting
Anaplan XL can query your relational databases directly. This page describes SQL Data Tables for SQL Administrators.
SQL data tables (standard users) in Anaplan XL Reporting
Anaplan XL Reporting can query relational databases directly. Like grids, relational queries can be easily added to a report that can be used for interactive purposes. You can do this using SQL slicers (standard users) and dynamic Excel ranges.
IRM policy and sensitivity and authorized owner workbook security
If your organization uses Microsoft Sensitivity Labels or IRM (Information Rights Management), you can set a required sensitivity label or IRM Policy that must be set on a workbook to enable Anaplan XL Reporting functionality. Similarly, you can set up authorized workbook owners. If the required policy isn't set, you can't add connections, no data will be retrieved, and dialogs won't open until the correct security settings have been applied
Anaplan XL Reporting Web Edition
Anaplan XL Reporting Web Edition allows you to publish your Anaplan XL reports to the web. It's more than a publishing solution. It lets you organize your reports on the web and provides OLAP functionality in your browser.
