#PACnet15 Lindsey Kinkelaar & Greg Hemberger

#PACnet15 Presenters  Lindsey Kinkelaar » Paciolan  Greg Hemberger » Paciolan

#PACnet15  What is Live Excel?  Key Stakeholders  Live Excel Report Building » Simple Fixed Report » Prompt For User Input » Integration With Pivot Tables  Questions Agenda 3

#PACnet15  Uses a real-time connection to the database via eQuery  Provides on-demand data to key stakeholders  Does NOT require backoffice or eQuery logins to access, generate or view reports  Gives you the ability to create Pivot Tables for additional data views Live Excel… 4 What Is Live Excel?

#PACnet15  Senior Staff and Executives  Development Office  Marketing Department  Building Operations » Event Operations / Concessions  Promoters  Staff who can’t access the system due to PCI compliance 5 Key Stakeholders (Internal & External)

#PACnet15  Simple Report  Prompt For User Input  Report Security  Integration With Pivot Tables  Odds and Ends Live Excel Report Building Progression 6

#PACnet15  Challenge » A GM or Athletic Director is constantly requiring updates on events outside of the normal distribution of their daily reports  Solution » Create a Live Excel report with high level event information that can be run on demand, replacing or supplementing daily reports. 7 Simple Report

#PACnet15 8 Simple Report

#PACnet15  Challenge » A Marketing Manager frequently asks for detailed information regarding promotional code sales 9 Prompt for User Input  Solution » Create a Live Excel report that allows the end user to enter in the season(s) and promo code to update the sales information provided in the report

#PACnet15 10 Prompt For User Input

#PACnet15 11 Report Security  Challenge » How do we make sure that the end user can see their data and only their data?  Solution » Build security measures into the report design or into Excel

#PACnet15 12 Report Security

#PACnet15  Challenge » A GM or Athletic Director is constantly requiring updates on events outside of the normal distribution of their daily reports  Solution » Create a Live Excel report with high level event information that can be run on demand, replacing or supplementing daily reports. 13 Pivot Table Integration

#PACnet15 Please complete either the session evaluation form on your chair or online at Questions