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.

IRM policy and sensitivity label 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. If the required policy isn't set, no new connections can be added, no data will be retrieved and dialogs won't open until the correct security settings have been applied.