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PlaidCloud

PlaidXL

PlaidXL is the PlaidCloud add-in for Microsoft Excel. It connects a workbook to your PlaidCloud workspace so your models and reports read from authoritative project tables and dimensions, not from a copy that goes stale the next time a workflow runs.

You can work with PlaidXL in two ways, and most workbooks use both:

  • The task pane — browse your projects, pick a table or dimension, choose columns and filters, and retrieve the data into a worksheet. Refresh All Tables pulls current data for every table you’ve retrieved.
  • Custom functions — formulas such as =PLAIDXL.TABLE.GET_TABLE("Sales") and =PLAIDXL.CELL(...) that read PlaidCloud data straight into cells. Use them to list tables and dimensions, lay out a hierarchy, and calculate rolled-up values for a report.
Excel workbook PlaidXL task pane browse, filter, retrieve, refresh PLAIDXL.* functions tables, hierarchies, values in cells PlaidCloud workspace Project tables dimensions and hierarchies signed in as you rows, nodes, values
The task pane and the custom functions both read from the project you select, with your own PlaidCloud permissions.

PlaidXL reads data. It doesn’t write anything back to PlaidCloud, so editing a retrieved sheet never changes a project table.

Requirements

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  • Excel for Microsoft 365, or Excel 2021 or later, on Windows or Mac. The PlaidCloud ribbon tab and the task pane run in desktop Excel.
  • A PlaidCloud account in at least one workspace, and access to the projects you want to read. PlaidXL shows only the projects, tables and dimensions your account can already see in PlaidCloud.

Topics

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New to PlaidXL? The Work in Excel With PlaidXL tutorial takes you from installing the add-in to a first report in about 20 minutes.

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