Copyright 2007, Information Builders. Slide 1 Connecting Excel to Enterprise Data Brian Carter Technical Manager Information Builders Creating Excel Dashboards.

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Presentation transcript:

Copyright 2007, Information Builders. Slide 1 Connecting Excel to Enterprise Data Brian Carter Technical Manager Information Builders Creating Excel Dashboards w/ Quick Data

Copyright 2007, Information Builders. Slide 2 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. Abstract

Streamlining Excel Reporting

 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 Copyright 2007, Information Builders. Slide 4 Stand-alone Excel Reporting is Challenging

Simplify with Quick Data Copyright 2007, Information Builders. Slide 5  Access to all enterprise data  Business rules and metadata handled by WebFOCUS  No desktop connections required  Report Assistant offers more query options

 Secure access  Create, edit, and save queries  Automatic Refresh of data  Format and style query data with WF engine  Automatic Named Ranges and Formulas Copyright 2007, Information Builders. Slide 6 Additional Benefits

Applications: Excel Dashboards Copyright 2007, Information Builders. Slide 7  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

Copyright 2007, Information Builders. Slide 8 Demonstration