Excel remains a critical tool for analysis, modelling, and ad hoc reporting across organisations. Altus integrates with Microsoft Excel by providing a unified, trustworthy data model that allows teams to analyse project and portfolio information without exporting, reconciling, or duplicating data.
Because Altus stores all information securely in Dataverse within your Microsoft 365 tenant, Excel becomes a flexible front end for analysis while Altus remains the single source of truth.
Key Capabilities
Unified data model for Excel reporting
Altus delivers a single, consistent data model for Excel reporting, ensuring teams work from one reliable source of project, portfolio, resource, and financial data.
Ad hoc analysis without data duplication
Teams can use Excel for scenario modelling, analysis, and custom views without maintaining separate spreadsheets or manual data extracts. Altus remains the authoritative system while Excel is used for exploration and insight.
Works alongside Power BI
Altus provides optimised datasets for Power BI and also supports Excel for ad hoc insights. This gives organisations flexibility in how they consume and analyse data based on audience and use case.
Secure and Microsoft native
Because Altus runs entirely inside your Microsoft 365 tenant and stores data in Dataverse, Excel access aligns with your existing Microsoft security, identity, and governance controls.
Supports enterprise scale reporting
Altus enables consistent reporting across projects and portfolios while still allowing Excel to be used for specialised analysis, forecasting, and validation where required.
Altus and Excel together provide the best of both worlds. Organisations retain the flexibility and familiarity of Excel while eliminating the risk of inconsistent data, outdated reports, and manual reconciliation. By centralising data in Altus and exposing it through a unified model, teams gain confidence that every spreadsheet, analysis, and decision is based on the same trusted information.
This approach is particularly valuable for PMOs, finance teams, and analysts who rely on Excel but want stronger governance, accuracy, and traceability across reporting.
Get Started with Altus + Microsoft Excel
Altus supports Excel reporting by exposing a unified data model from Dataverse. Organisations can use Excel alongside Altus and Power BI to meet different reporting needs without compromising data integrity. For guidance on recommended reporting patterns and access configuration, speak with an Altus representative or an Altus Certified Partner.
