PAXcel™ is live on Microsoft AppSource — the only IBM Planning Analytics Excel Add-In that works in Excel Web and Desktop
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PAXCEL™ BY FORQUEST SOLUTIONS

PAXcel™ — Live Excel Web Connectivity for IBM Planning Analytics

Install once from Microsoft AppSource. Live read/write Excel Web connectivity to your Planning Analytics model — plan data in, actuals out, real-time collaboration included.

1-Click

Live Planning Analytics Data in Excel

40%

Faster Reporting Cycle

Zero

IT Deployment Burden

Schedule a PAXcel™ Demo
See All Features Below
PAXcel™ Viewer – Google Chrome
FOR : Cube:PAXcel View:Default2▼
Context (WHERE) (2)
Versions Planning ▼
PAXcelMeasure (Expression) ▼
Columns (ON 0) (1)
Periods (4 elements) ▼
Rows (ON 1) (1)
Product Finished Good Products ... ▼
PAXcel Analyzer
▶
4 rows
Periods
Product ▼ 202501 ▼ 202502 ▼ 202503 ▼ > 2025 ▼
COLA 12 OZ.0.0077.0033.001097.00
COLA 16 OZ.0.000.0088.0088.00
DIET COLA 12 OZ.0.000.000.0099.00
CAFFEINE FREE COLA 12 OZ.10.000.000.0010.00
PAXcel™ ×
+ Authentication
– Connections
Connections
Connected to: ProfitCy®
– Cubes
Search cubes...
☐ Show control objects
+ CapacityPlan
+ CapacityPlanAssumptions
+ CapacityPlanOptimizer
– PAXcel
+ Versions
+ Product
+ Periods
+ PAXcelMeasure
+ Add view
+ Public Views (32)
+ Private Views (2)
THE BUSINESS CASE

Why Finance Teams Switch to PAXcel™

📊

Eliminate the "Last Mile" Problem

IBM Planning Analytics holds your data — but getting it into a polished, formatted, finance-ready Excel requires hours of copy-paste, formatting, and manual reconciliation every period. PAXcel™ removes that entirely.

⚡

Install in Seconds via Microsoft AppSource

PAXcel™ installs as an Excel Web Add-In directly from Microsoft AppSource — no IT team required, no desktop software, no VPN. Users are up and running in minutes from any browser on any device.

✍️

Write-Back Without Leaving Excel

Finance teams enter plan data directly in Excel — PAXcel™ submits it back to TM1 in real time. No web UI context switch. No data re-entry. Full TM1 security model respected.

🔄

Auto-Refresh on Any Schedule

Set reports to refresh hourly, daily, or at period close. Your CFO opens the executive financial package on Monday morning and it is already up to date — no one had to run anything.

MEASURED RESULTS

40%

Faster Reporting Cycle

95%

Less Manual Report Formatting

3×

More Scenarios Shared with Leadership

90 Days

Average Time to Go-Live

HOW IT COMPARES

PAXcel™ vs. Manual Excel vs. IBM PAfe Add-In

See why finance teams replace manual Excel extracts and native IBM PAfe Add-Ins with PAXcel™.

CAPABILITY

MANUAL EXCEL

IBM PA ADD-IN

PAXCEL™ BY FORQUEST

Live Excel ↔ TM1 Read/Write

✗

Read Only

✓ Full Bi-directional

Zero IT Deployment Burden

✗

✗

✓ Zero IT Required

Formatted Excel Output

✗

✗

✓ One Click

Scheduled Auto-Refresh

✗

✗

✓ Any Schedule

Write-Back to TM1 from Excel

Paste Only

Limited

✓ Native Write-Back

Subset Builder (MDX)

✗

Basic

✓ Full MDX

Template Locking

✗

✗

✓ Full Control

Audit Trail — User/Time/Value

✗

✗

✓ Complete Log

Report Distribution

Manual

Manual

✓ Automatic

Sandbox / Private Plan Versions

✗

✗

✓ Unlimited Versions

TM1 Security Model Respected

✓ N/A

Partial

✓ Full Enforcement

Works Without Citrix or VPN

Depends

Depends

✓ Yes — Server-Side

PAXCEL™ CAPABILITIES

Everything Your Finance Team Needs — In Excel

PAXcel™ combines the familiarity of Excel with the power of IBM Planning Analytics TM1 — giving finance teams live data, write-back, scheduling, and audit in one seamless experience.

DATA ACCESS

Live Cube Browser

Navigate your full Planning Analytics model — dimensions, hierarchies, and elements — directly inside Excel.

MDX Subset Builder

Visual point-and-click subset builder. Create, save, and reuse dynamic MDX subsets that auto-update with your PA model.

Bulk Data Import

Load ERP actuals, headcount files, and historical data into Planning Analytics from Excel. Map columns visually before commit.

Works Anywhere

PAXcel runs in Excel for the web — full Planning Analytics connectivity from any browser on any device, no VPN needed.

WRITE-BACK & PLANNING

Cell-Level Write-Back

Submit plan data and driver inputs from any Excel cell directly to Planning Analytics. Full PA security model enforced.

Bulk Paste Write-Back

Write thousands of cells to Planning Analytics in one operation. Paste any Excel range, validate, and bulk-load in seconds.

Sandbox Scenarios

Each user gets a private sandbox for unlimited what-if scenarios, isolated from the live PA model until ready to promote.

Scenario Promotion

Review sandbox versions side-by-side, approve changes, and merge selected data into the base Planning Analytics model.

AUTOMATION & DISTRIBUTION

Scheduled Auto-Refresh

Auto-refresh any workbook hourly, daily, or at period close. Finance teams open Excel and data is already current.

Chore-Triggered Refresh

Tie workbook refresh to your PA chore schedule. When the chore completes, connected workbooks update automatically.

Report Distribution

Schedule and auto-email formatted Excel workbooks to stakeholder lists. Define recipients, schedules, and ranges in PAXcel.

Zero IT Deployment

Installs from Microsoft AppSource in under two minutes. No desktop software, no VPN, no IT ticket — users self-serve.

GOVERNANCE & SECURITY

Template Locking

Lock layouts and formatting so users interact only with input cells. Protect formulas and hide PA connection strings.

User-Level Security

All Planning Analytics cube, element, and dimension security is fully enforced in Excel — no bypass, no workarounds.

Audit Trail

Every write-back is logged with user, timestamp, cell address, old value, and new value — stored in PA, exportable on demand.

Multi-Entity Consolidation

Pull consolidated data across multiple PA entities into one Excel workbook. Intercompany eliminations included.

USE CASES

What Finance Teams Build with PAXcel™

From departmental budget templates to enterprise executive financial packages — PAXcel™ handles every Excel reporting scenario on IBM Planning Analytics.

Finance & Executive Reporting

✓P&L, balance sheet, cash flow in branded Excel

✓Automated variance commentary vs. budget & prior year

✓KPI dashboards that refresh at period close

✓Board package ready in minutes, not hours

FP&A Budgeting & Forecasting

✓Driver-based budget templates submitted to TM1

✓Rolling 12-month forecast with write-back

✓Departmental budget collection via locked templates

✓Version comparison: Budget vs. Forecast vs. Actuals

Workforce & HR Planning

✓Position-level headcount templates in Excel

✓Compensation and benefits write-back to TM1

✓Org-level headcount consolidation automatically

✓Scenario: hiring plan vs. freeze vs. reduction

Operations & Cost Management

✓Plant and cost center budget templates

✓Standard cost update input forms

✓CapEx planning and depreciation schedules

✓Cost variance analysis vs. standard

S&OP & Demand Planning

✓Volume and demand plan input in Excel

✓SKU-level plan write-back to Planning Analytics model

✓S&OP bridge: demand to financial plan

✓Trade spend planning at customer/product level

Regulatory & Consolidation

✓CECL reserve reporting templates from TM1

✓Multi-entity consolidation in Excel

✓Basel III capital ratio planning workbooks

✓Regulatory submission templates with audit trail

WHY FINANCE TEAMS CHOOSE PAXCEL™

The Numbers Behind the Decision

PAXcel™ is an Excel Web Add-In that connects your Planning Analytics model directly to Excel — real-time data, write-back, and collaboration with zero IT burden. These are the results finance teams see after go-live.

70%

Less Training Time

Users already know Excel — training covers PA concepts only, not a new interface

Day 1

Productive From Day One

No learning curve — finance teams submit forecasts and pull reports immediately

Zero

IT Deployment Required

Installs from Microsoft AppSource — no desktop software, no VPN, no IT ticket needed

100%

Data Stays in TM1

No disconnected spreadsheets — every entry tracked with user, timestamp, and value

30 Min

Live Demo With Your Data

We connect to your Planning Analytics environment and show live Planning Analytics data in your first call

90 Days

Average Go-Live

Pre-configured PAXcel™ models go live in 90 days — not 12-18 months

Request a PAXcel™ Demo
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● LIMITED TIME OFFER

Connect Excel to IBM Planning Analytics — Free for 30 Days

No installation. No migration. No retraining. Your team keeps working in Excel while PAXcel™ syncs live to TM1.

Now 50% off after trial. Starting at $19/mo*

*billed annually · no credit card required for trial

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WHY PAXCEL™
  • Excel Web · Windows · Mac
    Access TM1 live data directly inside Excel — browser, desktop, or Mac. No VPN. No plugins.
  • OAuth 2.0 Security
    Enterprise-grade per-user authentication. Credentials always secure.
  • Cloud Integration
    Seamless integration with your existing cloud environment and investments.
  • Multi-Environment
    One solution for all environments — cloud, hybrid, or on-premise.
  • Lightning Fast
    Optimized data retrieval with intelligent caching — no performance tradeoffs.
  • Total Flexibility
    Configure PAXcel™ to fit your planning workflows — not the other way around.