Board Add-in for Microsoft 365

Board Add-in for Microsoft 365 - Excel

Make better decisions—right from Excel.

The Board M365 Excel Add-in connects Microsoft Excel with the Board Enterprise Planning Platform , enabling you to access governed, real-time Board data directly from your spreadsheets. Build, refresh, and share reports faster with the flexibility of Excel and the power of unified, connected planning in Board.

This add-in is designed for business users and analysts who need accurate, up-to-date information for planning, reporting, budgeting, and forecasting—all while working in a familiar Excel environment.

Key Benefits

• Live access to Board data: Pull trusted data into Excel, with seamless connectivity to the Board platform—no exporting or manual refreshes needed.

• Interactive, flexible layouts: Create dynamic tables and charts that update with a click. Apply filters, selections, and explore multidimensional data directly within the workbook.

• Branded reporting: Format Board data using your company’s templates, styles, and visual identity.

• Unified, cross-functional collaboration: Share Excel files across teams knowing the underlying data remains aligned with your Board environment.

• Cross-platform support: Use the Board Add-in for Microsoft 365 Excel across desktop, web, or Mac OS.

Requirements

This add-in requires a valid license to the Board Enterprise Planning Platform with appropriate permissions. All actions respect your organization's security model within Board, ensuring safe and consistent access to enterprise data.

⚠ Note: This add-in is free to install, but connection requires access to an existing Board subscription and Board version 15 or newer. Visit board.com for licensing and platform details.