Anaplan XL Reporting

Supercharge your insights. Deliver financial and operational reports you can trust.

Create real-time governed reports and dynamic dashboards with Anaplan XL Reporting.

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On-demand reporting for finance, sales, supply chain, and HR teams

Design, refresh, and share reports directly in Excel — powered by live, governed data from Anaplan and 30+ other systems. Reduce manual effort, improve accuracy, and ensure consistent insights across the business.

Income Statement Variance Report for Period: May 2023, Entity: USA Operations, View: Periodic. Table displays financial lines including Gross Sales, Returns and Adjustments, Discounts, Net Sales, Total Cost of Sales, Gross Margin, Operating Expenses, Operating Profit, Other Income and Expense, Taxes, and Net Income. Columns show Actual PY, Actual, Rolling 12 Months, Actual vs Prior Year variances with ΔPY and ΔPY% values, plus Actual vs Budget variances with ABU and ABU% values, and Forecast vs Budget with ΔFC and ΔFC%. Positive variances appear in green, negative in red. Small trend sparkline charts appear beside several metrics. A bar chart at the bottom compares Gross Sales Actual vs Actual PY Variance across divisions: Adventure/Works Cycle, Central Division, Northeast Division, Northwest Division, Southeast Division, and Southwest Division, labeled with individual month values from June 2022 to May 2023.

Real-time, governed reporting at scale

Elevate Excel beyond static spreadsheets. Deliver consistent, enterprise-grade reporting that helps teams cut delays, reduce errors, and scale insights across the business.

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Save time and reduce errors with live data connectivity

Eliminate the need for manual updates by linking your Excel reports directly to live enterprise data. Cut reporting errors, speed up delivery, and free up your team to focus on analysis, not data wrangling.

Profit and Loss spreadsheet showing line items such as Trade Sales, Gross Sales, Returns and Adjustments, Net Sales, Cost of Sales, Gross Margin, Sales Expenses, Labor Expenses, Commissions, Marketing, Telephone and Utilities, Depreciation, and Operating Profit. Includes sparkline trend charts, Budget vs Actual variances, and green and red arrows indicating positive or negative performance for North America Operations.

Seamlessly connect to Anaplan and 30+ enterprise data sources

Link Excel with OLAP sources, Power BI / Fabric, relational databases, and cloud data warehouses. Ensure reliable, bi-directional data flow and consistency across platforms and at scale.

Anaplan Connection Builder interface showing navigation panels for Dimensional and Relational connections, a list of data sources such as Anaplan, Analysis Services, Power BI, Qlik, IBM Cognos, and SAP Hana. Right panel displays the Environment selector, available models including Anaplan New UX and Management Reporting, and modules such as Hierarchy Line Items and Account Hierarchy. A Connect button is visible.

Enable self-service reporting and ad hoc analysis

Design and adapt your own reports and analysis by leveraging your existing Excel skills. Empower teams to quickly respond to new business questions and make confident, data-driven decisions.

Global Sales dashboard displaying KPIs for Revenue, Net Revenue, Margin, Units, Cost of Sales, Production Cost, Discounts, and SG&A for May 2024 and YTD. Includes sparkline trend charts, %APL variances, and black, blue, and red variance indicators. Additional charts show Revenue by Region, Top 5 Products by Production Costs, and Revenue by Region and Product over multiple time periods.

Protect sensitive data with enterprise-grade security and governance

Leverage Anaplan’s role-based access, SSO, encryption, and audit controls to keep reporting secure and compliant. Teams can confidently share insights knowing regulatory and governance standards are maintained.

OPEX analysis dashboard titled “OPEX analysis: Actuals vs Plan,” showing bar charts for Operating Expenses, Salaries, Commissions, Payroll Taxes, Employee Benefits, and Other OPEX. Additional charts break down OPEX by department and by organization, with green bars indicating favorable variances and red bars indicating unfavorable variances for February 2021 Actual vs Plan.
Anaplan CoPlanner revenue summary dashboard with gross revenue by product family. A query response shows non-headcount R&D expenses for May 2025 along with relevant suggested report sources.

Get to the right answers, right now

Get context-rich answers on critical business drivers without searching through models or dashboards. Powering Anaplan’s intelligent role-based agents, CoPlanner equips your teams with the power of better decision-making.
Anaplan CoPlanner interface displaying a chart of top 10 customers by initial baseline plan for FY24. A user query requests adding an orange threshold line and renaming the chart title to 'Our Customers – IBP'.

Stay productive anywhere

Access AI-powered insights from desktop or mobile. CoPlanner adapts to how and where you work, keeping planning momentum and enabling rapid responses even when you’re on the go.
Anaplan CoPlanner dashboard titled 'Supply Chain Summary' showing demand opportunities, supply risks, and service level charts. A side panel highlights a demand plan query with a revenue forecast of $255.2 billion for FY25.

See the why behind every insight

Trust every answer with full transparency. CoPlanner shows the source data, model, and timestamp behind each insight, and links you to related dashboards so you can validate accuracy, audit decisions, and act with confidence.
Anaplan CoPlanner performance summary dashboard with charts for revenue pacing, booking volume, and variance analysis. A query response explains revenue variance in France for Q4 2024 by price, volume, and mix.

Turn questions into action faster

Ask in plain language and turn complex planning data into clear visualizations, executive summaries, and reports. Get multi-department insights that keep your teams aligned and focused on shared outcomes.

How it works

Bring centralized, trusted data into Excel so you can design flexible, dynamic reports using native formatting and calculation capabilities that automatically refresh as your plans and assumptions change.

Simple line and bar chart illustration showing upward and downward trends in two data series.

Set up the Anaplan XL Reporting add-in in Microsoft Excel and connect to live Anaplan models as well as 30+ enterprise data sources.

Design reports and dashboards directly in Excel using live planning data, familiar formulas, and flexible layouts tailored to your business needs.

Keep your reports current with live refresh. Drill into details, run ad hoc analysis, and answer new questions in seconds — no technical expertise required.

Distribute governed reports via Excel, PDF, or PowerPoint. Publish your reports directly into Anaplan UX for collaborative access across the business.

Why choose Anaplan XL Reporting?

Anaplan XL Reporting brings the flexibility of Excel together with the scale, governance, and reliability of the Anaplan platform — so you can consolidate, report, and plan with speed and confidence.

“Anaplan XL Reporting gives us the flexibility that we need to efficiently implement the ever-evolving requirements of our financial reporting.”

 

Senior Director, Business intelligence, Bertelsmann

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Featured resources

Best practices and valuable insights to help drive effective decision-making and optimize your reporting capabilities.

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On-demand webinar

Introduction to Anaplan XL Reporting

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Datasheet

Anaplan XL Reporting

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On-demand webinar

How Anaplan XL Reporting empowers Anaplan users across operations and finance

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Blog

Transform financial reporting with Excel add-in

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Blog

The faster path to compliant financial consolidation and reporting

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Solution brief

Reporting with Anaplan

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A smartphone displaying a production planning dashboard, showing demand fulfillment and resource capacity data visualized through bar and donut charts. The phone is placed on a sunlit concrete surface.