How to Connect Anaplan to Google Sheets

Why connect Anaplan to Google Sheets?

Anaplan is the standard for enterprise planning, but many FP&A teams still need data in spreadsheets for ad-hoc analysis, board reporting, and collaboration with stakeholders who don't have Anaplan access.

Traditionally, this meant using AXL (Anaplan Excel Add-in) or Fluence XL on Windows. But if your team uses Macs, Chromebooks, or Google Workspace, those tools don't work. aPlan4Sheets solves this by bringing Anaplan data directly into Google Sheets through the browser.

What you'll need

• A Google Workspace account (Gmail works too)
• An Anaplan account with workspace access
• Google Chrome, Edge, or any modern browser

Step 1: Install aPlan4Sheets

Visit the Google Workspace Marketplace listing and click "Install." Grant the required permissions when prompted. The add-on will appear in your Google Sheets Extensions menu.

Step 2: Authenticate with Anaplan

Open any Google Sheet, go to Extensions > aPlan4Sheets > Open Sidebar. Click "Login" and authenticate with your Anaplan credentials. aPlan4Sheets supports both OAuth (SSO) and Basic Auth (email + password).

Your credentials are handled securely through Anaplan's official authentication endpoints. aPlan4Sheets never stores your password.

Step 3: Select your workspace and model

After logging in, the sidebar shows your available Anaplan tenants. Select a tenant, then choose a workspace and model. The sidebar loads all available modules and views.

Step 4: Export or pivot your data

You have two options:

• Quick Export: Click any saved view or module to export data directly to a new sheet. Data appears with Anaplan's formatting preserved.
• Pivot Engine: Click the pivot icon to open the full pivot dialogue. Drag dimensions between rows, columns, and page filters. Select specific items, apply filters, and execute. The result is a custom pivot view written to your sheet.

Step 5: Set up scheduled refreshes

Once your data is in Sheets, you can schedule automatic refreshes. Go to the Refresh tab in the sidebar, select the sheets you want to refresh, and set a schedule (hourly, daily, or weekly). Your sheets will always have the latest Anaplan data.

Works on every platform

Because aPlan4Sheets runs entirely in the browser through Google Sheets, it works on Mac, PC, Chromebook, and Linux. No desktop software to install, no Windows VMs needed.