| Enabled for | Public preview | General availability |
|---|---|---|
| Users, automatically | - | 
May 31, 2024 |
Business value
Users can complete their plans in Excel with an experience they know. This familiarity reduces the effort needed to learn a new tool for budgeting.
Feature details
Although the budgeting and forecasting process is becoming more continuous in organizations, users still don't complete activities daily. When users must learn another tool for completing their plans and forecasts, adoption suffers. User frustration grows, or users complete the activity offline in Excel, which takes more time.
When users can complete their plans in Excel, they immediately understand what to do and can do it online in a single step. They don't need to export data, calculate things offline, or manually enter numbers. With this feature, users can complete budgets and analyze data with Excel. When users manage their continuous planning process by using Excel, they can choose the experience they prefer. This approach leads to faster and more accurate forecasting so organizations can make agile business decisions.
Additional resources
Configure and use the Excel add-in for business performance planning (docs)