1. The Power of Excel for Ad Hoc Reporting FAB 5013 Brian Caviggiola Controller - Indiana Wesleyan University Brian.Caviggiola@indwes.edu Mike Ionno Senior Consultant - Datatel mxi@datatel.com

2. The Power of Excel for Ad Hoc Reporting Why Excel? (And why Excel 2007?) Bringing your data into Excel Manipulating data in Excel using pivot tables How do I get man hands on that stuff? (Data sources for everyone)

3. Why Excel? (And why Excel 2007?) Excel is the most widely used reporting tool in the World Now supports up to 1 million rows per worksheet! Easier and more flexible connections to external data Improved sorting and filtering Pivot tables are more powerful and user friendly than ever

4. Bringing your data into Excel IWU migrated to R18 with Sequel Server. IWU lost the ability to use Query Builder. IWU built its own Sequel Data Warehouse. IWU chose to use The Cognos Suite and Microsoft Query as our Report Writers. Microsoft Query Offers great flexibility. Data can be imported into Access or Excel. Data can be imported From Multiple Sources.

5. Bringing your data into Excel Import your Data using Microsoft Query. Generate excel Spreadsheet from Query Builder. Input Data Manual into Excel

6. Bringing your data into Excel Import or Build Data

7. Manipulating data in Excel using pivot tables Select Range Insert Pivot Table

8. Manipulating data in Excel using pivot tables Now it is time to select your data fields

9. Manipulating data in Excel using pivot tables Now it is time to manipulate your data fields

10. How do I get man hands on that stuff? The Stuff you want – know your data General Ledger Summary General Ledger Transaction (the whole thing!) Chart of Accounts Requisitions/Items Purchase Orders/Items Blanket Purchase Orders Vouchers/Items Checks

11. How do I get man hands on that stuff? Data Orchestrator – General Ledger Summary, Purchase Order and Voucher data - regardless of database SQL Schools - Delivered views of Chart of Accounts, General Ledger Summary and General Ledger Multi-year Unidata Schools – Computed columns make reporting from Chart of Accounts, General Ledger Summary and General Ledger Transaction files easy

12. The Power of Excel for Ad Hoc Reporting Manipulate your data almost as fast as you can formulate the question Powerful Ad Hoc Reporting you can do today without additional investment

13. The Power of Excel for Ad Hoc Reporting Questions? Brian Caviggiola Controller - Indiana Wesleyan University Brian.Caviggiola@indwes.edu Mike Ionno Senior Consultant - Datatel mxi@datatel.com