How to integrate Atlan with Microsoft Excel

The Atlan add-in for Microsoft Excel makes it easy to enrich metadata in bulk for your data assets in Atlan. You can use the Atlan add-in for both the web and desktop versions of Microsoft Excel.

Integrating Atlan with Microsoft Excel will allow you to:

• Import column metadata for your data assets to Microsoft Excel
• Update column metadata for your imported assets directly in Microsoft Excel
• Download impacted assets in Microsoft Excel

To integrate Atlan with Microsoft Excel:

• If your Atlan tenant is hosted on the standard domain https://<your-tenant-name>.atlan.com, you can either:
  • Install and connect the Atlan add-in as an individual user
  • Deploy and publish the Atlan add-in for your organization as a Microsoft 365 admin
•  If your Atlan tenant is hosted on a custom domain https://<your-tenant-name>.mycompany.com, your Microsoft 365 admin will need to configure the Atlan add-in using PowerShell

Set up the add-in as a user

Install Atlan in Microsoft Excel

To install the Atlan add-in directly in Microsoft Excel:

1. Open a new Microsoft Excel workbook.
2. From the upper right of the Home tab, click the Add-ins button, and then from the dropdown, click More Add-ins.
3. In the Office add-ins dialog, click Store.
4. In the search bar of your Office Store, type Atlan and press enter.
5. Select the Atlan add-in and click Add.
6. If you see a dialog asking for permissions, click Continue to proceed.

Connect Atlan to Microsoft Excel

To connect Atlan with your Microsoft Excel workbook:

1. In the menu bar of your Microsoft Excel workbook, click the Atlan tab.
2. From the top left of the Atlan tab, click Setup to set up Atlan in your Microsoft Excel workbook.
3. In the Atlan sidebar on the right, enter your Atlan tenant name — for example, https://<your-tenant-name>.atlan.com. If you have a custom domain, additional configuration will be required.
4. Click Login to connect Atlan to Microsoft Excel. If you haven't logged into Atlan, you will be prompted to enter your credentials — including SSO, if enforced in your organization. Once connected, you can either enrich column metadata or download impacted assets for lineage analysis.

Congrats on connecting Atlan with Microsoft Excel! 🎉

Deploy and publish the add-in as an admin

The Atlan add-in can be installed at the workspace level for:

• Standard domains — your Atlan tenant must be hosted as a subdomain of atlan.com to deploy the add-in using the steps below.
• Custom domains — if your Atlan tenant is hosted under a custom domain belonging to your organization, you will need to configure the Atlan add-in using PowerShell.

To install the Atlan add-in directly in Microsoft Excel:

1. Sign in at admin.microsoft.com.
2. From the left menu of the admin center, click the Settings dropdown and then click Integrated apps.
3. On the Integrated apps page, under Deployed apps, click Get apps.
4. In the top right of the Microsoft 365 Apps published apps page, navigate to the search bar, type Atlan and press enter.
5. Select the Atlan add-in for Microsoft Excel and click Get it now.
6. If you see a dialog asking for permissions, click Get it now to proceed.
7. In the Deploy New App dialog, enter the following details:
   1. In the Add users page, for Assign users, click Entire organization and then click Next to continue.
   2. In the Accept permissions requests page, the app capabilities and permissions of the apps are listed. If the app needs consent, select Accept permissions. Otherwise, click Next to continue.
   3. In the Review and finish deployment page, review the deployment and click Finish deployment.
   4. Once deployment is completed, click Done to finish setup. Note that it can take up to 24 hours for an add-in to show up for all your users.

All your users will need to do next is connect Atlan to Microsoft Excel! 🎉