Copyright 2007, Information Builders. Slide 1 WebFOCUS Quick Data for Excel Brian Carter Technical Manager May 14, 2022
Jan 20, 2016
Copyright 2007, Information Builders. Slide 1
WebFOCUS Quick Data for Excel
Brian CarterTechnical Manager
April 21, 2023
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
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NewNew
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
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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
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Stand-alone Excel Reporting is Challenging
Simplify with Quick Data
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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
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Additional Benefits
Quick Data applications
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Applications: Excel Dashboards
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Dashboards/scorecards easy to create with release of Excel 2007
Ribbon interfaceBuilt-in visualizationThemes 1M rows 16K
columns per sheet 16M colors
Be sure to check outWinter 2007 WF Newsletter!
Be sure to check outWinter 2007 WF Newsletter!
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Demonstration
Future Direction
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7.6.5 Integration with MR securityStructured Ad-hoc from within Excel JOINUpload/Sharing of Quick Data workbooks in MR
7.7Extend to other Office applications – PPT, Word