Anaplan XL Reporting

Anaplan XL Reporting helps business users build and distribute insightful, interactive IBCS reports for any audience, on any device, using data-connected Excel.


About

Anaplan is a leading provider of enterprise cloud software, empowering organizations across industries to see, plan and lead better business outcomes, and to close their books in days.

Our Connected Planning platform enables leaders to align their strategic objectives and resources, make bolder decisions and drive faster results. At Anaplan, we are committed to delivering continuous innovation and an exceptional customer experience while fostering a culture of inclusivity and accountability. We are proud to serve over 2,000 customers including more than half of the Fortune 50.

Anaplan XL Reporting (Anaplan XL) is self-serve reporting and analytics software built for business authors, analysts and their audiences. Finance teams and business users have a rich self-serve reporting capability without reliance on IT. The data-connected Microsoft Excel add-in lets users create and distribute interactive reports automatically to any audience, on any device.

Anaplan XL provides reporting, analysis, data exploration and IBCS-compliant charting for business users, while retaining data integrity and transparency for IT. Anaplan XL connects Excel directly to Anaplan’s Planning  and Consolidation platform, along with a range of other data sources including Microsoft Analysis Services, Power BI, SAP HANA, IBM TM1 and many more.

Anaplan XL’s responsive charting enables data exploration through a rich ‘small multiples’ capability. Our business semantic layer maps customer data to business logic, and adds visual intelligence and consistency to the chart design process. The charts understand concepts like Actual, Plan, Forecast, and Revenues and Expenses and can plot these appropriately, fully compliant with IBCS standards.

Anaplan XL table templates provide an intuitive, wizard based approach to create IBCS compliant row-dynamic tables which can be created in seconds.

A simple and consistent annotation process eases the creation of final reports for formal board communication. The process is fast and intuitive, and results can easily be shared in PowerPoint.

IBCS® CERTIFIED CHARTS+TABLES

IBCS Institute confirms, that Anaplan XL Reporting has successfully passed the examination in accordance with the provisions of the IBCS® software certification process first in June 2020 and it completed its IBCS recertification process in October 2024. The visual design of the presented business charts and tables is certified to be compliant with the Standards proposed by the IBCS Association.

Annotation functionality

Look at this video to see how Anaplan XL (formerly XLCubed) supports IBCS-compliant annotation of charts for communicating a specific message: