Planning for Excel

Planning for Excel by Adaptive Insights, Inc. is an Excel add-in that connects your spreadsheets to your Adaptive Planning model. It brings governed plan and actual data directly into Excel so finance and business users can build refreshable reports, perform ad hoc analysis, and contribute budgets and forecasts using the Excel skills they already have.

Key capabilities:

• Secure, role-based connection to your Adaptive Planning data
• Build dynamic, refreshable reports with versions, levels, accounts, and attributes
• Pivot, filter, and drill to detail where permitted
• Enter and submit plan data from Excel with writeback options, respecting workflow and permissions
• Use native Excel formulas, formatting, and charts; reuse templates across teams
• One-click refresh to keep numbers synchronized with the latest plans and actuals
• Support for scenarios, versions, time periods, and currency rules defined in your model

Ideal for FP&A teams, budget owners, and analysts who want the flexibility of Excel with the control of an enterprise planning platform.

Requirements:

• Active Adaptive Planning subscription and appropriate access rights
• Microsoft Excel for Windows (supported versions may vary by release)

Planning for Excel is developed by Adaptive Insights, Inc.. The most popular version of this product among our users is unknown.