What’s Working in the Real World The Quick Data Excel Add In

Harvard Management Company - Confidential Page 2 The Issue Business users want data in Excel –Hours spent building perfectly formatted reporting oSorting oGrouping oFiltering –Users request Excel output which makes the formatted report pointless Can we give the users the ability to get the data into Excel by themselves? –There’s an app for that!

Harvard Management Company - Confidential Page 3 Introducing the Quick Data Excel Add In Connects Excel directly to WebFOCUS reporting engine –Leverages all data adapters that are in use Uses existing authentication –Reporting Server authentication or MRE authentication Takes minutes to install, minutes to configure –Add in already exists as part of Developer Studio install –Add license code to WebFOCUS configuration –Add.xla file to specific directory – Configure in Microsoft Excel

Harvard Management Company - Confidential Page 4 Using the Quick Data Excel Add In

Harvard Management Company - Confidential Page 5 The Report Assistant

Harvard Management Company - Confidential Page 6 The Output Sit back and relax Let the users and Microsoft do the work WebFOCUS reports and connection information can be saved in an Excel workbook

Harvard Management Company - Confidential Page 7 The Report Assistant – User interaction Build reports that are automatically refreshed with updated data Combine multiple reports from various data sources in a single worksheet Burst data into multiple worksheets within the workbook Create named ranges automatically Output computations and totals as native Excel formulas Style output, add data filtering, and include drill-downs Generate Pivot Tables

Harvard Management Company - Confidential Page 8 The HMC experience Initial set up done over two days 10 user / two week pilot –Response was overwhelmingly positive after 3 days License for 25 users –Cheap! Requests for reporting have decreased by 75% in one month – No requests for support – Minimal requests for enhancements Company wide rollout being considered

Harvard Management Company - Confidential Page 9 Additional Administrative tasks Limit the Master Files users can see Set up Structured Ad Hoc Forms –Allows for guided ad hoc via filtering –Need to know the report criteria up front Database work –Create views –Use stored procedures

Harvard Management Company - Confidential Page 10 Additional Information Real World Implementation Jeff Zaveloff Fact Sheet Technical Information