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Connecting Excel to Enterprise Data

Connecting Excel to Enterprise Data. Creating Excel Dashboards w/ Quick Data. Brian Carter Technical Manager Information Builders. Abstract.

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Connecting Excel to Enterprise Data

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  1. Connecting Excel to Enterprise Data Creating Excel Dashboards w/ Quick Data Brian Carter Technical Manager Information Builders

  2. Abstract Excel is a great productivity tool for creating reports and managing and manipulating numeric data; however it has always lack simple access to enterprise data and applications. Until now! Find out how WebFOCUS Quick Data for Excel allows you to quickly and easily tapped into ANY enterprise data source and application from inside of Excel.  This simple add-in has overt 300 data and application adapters and its simple drag and drop interface can increase Excel user productivity and reduce errors associated with manual cut and paste processes. This online seminar will demonstrate how Excel can become the command center for creating robust compound enterprise documents and dashboards.

  3. Streamlining Excel Reporting

  4. Stand-alone Excel Reporting is Challenging • Excel’s built-in data access is limited • SQL, Access, ODBC, OLEDB, or… COPY/PASTE!!! • Data connections must be set up on the desktop • Limited metadata • Query creation is somewhat limited

  5. Simplify with Quick Data • Access to all enterprise data • Business rules and • metadata handled • by WebFOCUS • No desktop • connections required • Report Assistant • offers more query • options

  6. Additional Benefits • Secure access • Create, edit, and save queries • Automatic Refresh of data • Format and style query data with WF engine • Automatic Named Ranges and Formulas

  7. Applications: Excel Dashboards • Dashboards/scorecards easy to create with release of Excel 2007 • Built-in visualization • Themes • Increased number of rows/columns • WebFOCUS provides discernible metadata and access to all enterprise data

  8. Demonstration

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