Copyright 2007, Information Builders. Slide 1 WebFOCUS Quick Data for Excel Brian Carter Technical Manager December 13, 2015

Excel users continue to stand firm when it comes to replacing Excel with a BI reporting tool, despite the challenges involved with accessing data within the Excel environment. WebFOCUS has responded to these demands and challenges with Quick Data, a WebFOCUS Add-in for Excel. Now users can access and analyze all of their enterprise data without leaving their preferred environment. This session will walk you through all of the latest enhancements to Quick Data and even show you how to call your own structured ad-hoc forms right from within Excel. Copyright 2007, Information Builders. Slide 2 Abstract

Excel in the Enterprise  Reasons for using Excel:  Intuitive interface  Extremely powerful and flexible  Ubiquitous within business/user community  Reasons for using Excel with WebFOCUS:  Access to all enterprise data sources  Secure integration  Metadata  Control Excel chaos Copyright 2007, Information Builders. Slide 3

New  Server generated worksheets: Data is pushed out in canned Excel document  Server driven templates: Data is embedded into an existing template  Excel driven Add-in: Data is pulled into worksheet in native Excel environment WebFOCUS approach to integration

Business case for Quick Data Copyright 2007, Information Builders. Slide 5

 Excel’s built-in data access is confined  SQL, Access, ODBC, OLEDB, or… COPY/PASTE!!!  Data connection setup required  Limited metadata information  Query creation is somewhat restrictive Copyright 2007, Information Builders. Slide 6 Stand-alone Excel Reporting is Challenging

Simplify with Quick Data Copyright 2007, Information Builders. Slide 7  Access to all enterprise data  Business rules and metadata handled by WebFOCUS  No additional data 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 WebFOCUS engine  Automatic Named Ranges and Formulas Copyright 2007, Information Builders. Slide 8 Additional Benefits

Quick Data applications Copyright 2007, Information Builders. Slide 9

Applications: Excel Dashboards Copyright 2007, Information Builders. Slide 10  Dashboards/scorecards easy to create with release of Excel 2007  Ribbon interface  Built-in visualization  Themes  1M rows 16K columns per sheet  16M colors Be sure to check out Winter 2007 WF Newsletter! Be sure to check out Winter 2007 WF Newsletter!

Copyright 2007, Information Builders. Slide 11 Demonstration

Future Direction Copyright 2007, Information Builders. Slide 12   Integration with MR security  Structured Ad-hoc from within Excel  JOIN  Upload/Sharing of Quick Data workbooks in MR  7.7  Extend to other Office applications – PPT, Word