PlanningSpace™ has highly advanced Excel integration capabilities, straight out of the box. Models and complex reports can be created with the flexibility of Excel with quality, timely data that is audited and managed in PlanningSpace™ Dataflow.Learn More
Excel is a very powerful and familiar solution for E&P firms. Palantir has often come across client models that have taken many years to refine and contain a lot of subject-matter that is difficult to replace. However, there is still the issue of data control and auditability lacking in Excel. By allowing the collection, collaboration and data management to be handled by PlanningSpace™ Dataflow, users are now able to retain the Excel calculation functionality backed up by highly controlled and secure data.
PlanningSpace™ Dataflow integrates with Excel in three ways:
The Excel Loader: Any spreadsheet format can be mapped as a one-off exercise to Dataflow’s document templates and variables. Subsequently, users are then able to load directly from spreadsheets in this standard format, to the Dataflow documents, without manually rekeying data, or risking data loss. The Excel Loader is an incredibly useful tool when requesting data from other teams, and data providers, who do not have access to Dataflow.
Directly integrates with document spreadsheets: Users are able to easily insert a spreadsheet into PlanningSpace™ Dataflow and interact with it directly. This powerful integration allows users to easily integrate calculation models, complex reporting and charting directly within PlanningSpace™ Dataflow, whilst retaining the familiarity of Excel.
PlanningSpace™ Data App: This Excel Web add-in is available for MS-Office 2013 and above, and is installed directly in Excel and is available for free from the Microsoft Office store. The Data App provides a sidebar alongside one’s spreadsheet, which can navigate the Dataflow hierarchy and push data directly into the spreadsheet without needing to log into Dataflow directly. Furthermore, if changes to the data have been made, users can push these results back to Dataflow, safe in the knowledge that the data is revisioned, controlled and securely audited.
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