View
1.534
Download
1
Tags:
Embed Size (px)
DESCRIPTION
Because business users love Excel, the omnipresence of spreadsheets in the enterprise is a given. But so are the inefficiencies and risks associated with having to constantly update these spreadsheets with the latest data and “re-hydrate” them with the Excel features needed for effective analysis such as live charts, live formulas, pivot tables and many others. Like the weather, everyone complains— but unlike with the weather, you do have options. This session looks at how Actuate’s innovative BIRT Spreadsheet technology (formerly known as e.Spreadsheet) and the groundbreaking save as live Excel capabilities of Actuate BIRT can be used to meet your user’s Excel needs.
Citation preview
1Actuate Corporation © 2010
INTERACT • INTEGRATE • INFORM
New York San Francisco Paris London Frankfurt
Our Spreadsheets Are Better Than Yours
Efficiently and Securely Presenting the Data in Excel
Presenter: Mihail Mihaylov, Senior PM
2Actuate Corporation © 2010
Dilbert’s Issues Are Representative
64% of business critical spreadsheets contain errors
- Powell, Lawson and Baker Study (2007)
3Actuate Corporation © 2010
Spreadsheet s Are Everywhere… and Usage is on the Increase
Excel - World’s most popular BI tool• 400+ million Excel users
- Gartner, Forrester, Microsoft• 57% of report consumers prefer to
receive reports in Excel - Forrester
Spreadsheets drive business processes• Budget Variance, Period Close,
Commissions etc.• 50% to 80% of enterprises use
standalone spreadsheets for critical applications
- Forrester
Excel is here to stay!
Excel will be used more and more at the
tactical and operational levels for
reporting and analysis- Forrester
4Actuate Corporation © 2010
What is Analysis-Ready Spreadsheet Report?
• Populated with the needed data
• Laid out and enriched with all Excel features required for effective decision making
5Actuate Corporation © 2010
Spreadsheet Reporting ChallengesInefficient and Risky Manual Report Creation and Distribution
DataData
Cut and paste orimport as
CSV
Manually created and
updated
Inconsistent changes
Manually emailed
Incorrect assumptionsMisinterpreted
IndividualContributors
IndividualContributors ManagersManagers
Spreadsheet Operations
Spreadsheet Operations
• Inefficient, tedious and time-consuming
• Can produce only a limited number of reports
• No on-demand access
• Error-prone• Impossible to
administer spreadmarts
• Compliance risks
6Actuate Corporation © 2010
REQs for Automating Spreadsheet Reports
Meet User Needs
Ensure Manageability
Data access flexibility• OOTB DB connectivity and
extensibility• Data consolidation• Export to Excel
Get the data
Repeatability via data-driven layout• Automatically accommodate new data• Dynamic, data-driven columns and
worksheets
Make it repeatable
Excel expressiveness• Any needed Excel feature• Analysis-ready spreadsheets
Create the Excel report
7Actuate Corporation © 2010
8Actuate Corporation © 2010
REQs for Automating Spreadsheet Reports
Meet User Needs
Ensure Manageability
Scalability and security• Server-based architecture• Extensive security• Centrally-managed
Reach all users
Repeatability via data-driven layout• Automatically accommodate new data• Dynamic, data-driven columns and
worksheets
Make it repeatable
Data access flexibility• OOTB DB connectivity and
extensibility• Data consolidation• Export to Excel
Get the data
Excel expressiveness• Any needed Excel feature• Analysis-ready spreadsheets
Create the Excel report
9Actuate Corporation © 2010
Actuate Spreadsheet Solution
1. Export to Analysis-Ready Excel from Actuate BIRT
2. BIRT Spreadsheet (fka e.Spreadsheet)
10Actuate Corporation © 2010
Export to Analysis-Ready Excel from Actuate BIRT
The most powerful Export to Excel• Excel formulas• Live Excel charts• Pivot tables• Export entire report or
parts of it• Export to one or
multiple Excel sheets
• Preserve report’s formatting and layout
• Actuate 11 or later
11Actuate Corporation © 2010
BIRT Spreadsheet Demo
12Actuate Corporation © 2010
BIRT Spreadsheet
The most capable technology for presenting data directly in Excel, complete with all formatting, layout, analysis and security
features of Excel
Step 1: Design Step 2: Deploy
BIRT iServerBIRT iServer
DataSources
DataSources
Actuate EIIDatabasesXMLJava Objects
Free BIRT Spreadsheet
Designer
Free BIRT Spreadsheet
Designer
Step 3: Analyze
MSFT Excel & Browser
MSFT Excel & Browser
BIRT Spreadsheet
Design
BIRT Spreadsheet
Design
ExcelReportExcel
Report
13Actuate Corporation © 2010
BIRT Spreadsheet Demo
14Actuate Corporation © 2010
BIRT Spreadsheet Generates Amazing Spreadsheets
Cell locking
Pivot tables
Data filters
3D live charts
do
wn
acrossout
3-D matrix workbooks
VBAmacrosupport
15Actuate Corporation © 2010
Organizations Using BIRT SpreadsheetBusiness, Government and Education
Financial Services• AXA• AIG• Bank of America• Bank of New York• Chase• CIBC• Citi• CheckFree• Deutsche Bank• Fannie Mae• GE Capital• HSBC• Nuveen Investments• MasterCard International• MetLife• JP Morgan Chase• Prudential• Salomon Smith Barney• State Street Bank• UBS• Wachovia• Wells Fargo
Pharmaceuticals• Pfizer• Bristol-Myers Squibb • Merck• Unilever• Wyeth Ayerst• Bayern
Energy and Utilities• Reliant Energy• Sempra Energy• Nisource• GE Power• Williams Energy
Services
Consulting & Research• Accenture• EDS• AC Nielsen• Custom Research
Manufacturing• General Motors• Ford• Boeing• Delphi Delco
Electronics• AMD• Caterpillar• Chrysler• Wrigley• Applied Materials• Herman Miller• Odom’s Tennessee
Pride
Telecommunications• Sprint• Nextel• Telus • Motorola• Nortel• Qwest• Verizon
Education• MIT• Georgia Tech Institute• York University
Government• Logsa• Spawar• Lawrence Livermore Labs
OEM• Harland• A3 Solutions• Digital Steps• EasyAsk• Errigal• iMake Consulting• Invision Inc.• MQ Software• Sakonnet• Schlumberger• Strategic Analytics• Sungard• Targus Information
16Actuate Corporation © 2010
Actuate Spreadsheet SolutionDivide and Conquer Your Requirements
Export-To-Excel from Actuate BIRT (BIRT Option)
Export entire Actuate BIRT report or parts of it to Excel• Primary output format is web report – occasional need to
export to Excel• No precise control over Excel’s formatting and layout
options• Common Excel analysis features needed: pivot tables,
Excel formulas and charts
BIRT Spreadsheet (BIRT Spreadsheet Option)
Automate repetitive generation and distribution of Excel spreadsheets• Excel is the required output format• All Excel formatting, layout, analysis and security features• Scenario common in the Finance, HR, Sales and
Marketing department
17Actuate Corporation © 2010
Actuate Spreadsheet Solution Fully Addresses Automation Requirements
RequirementActuate
Spreadsheet Solution
How Is RequirementAddressed
Data access flexibility
• Virtually any data source• Extensibility via Open Data Access Framework• Simultaneous access to multiple sources• Export to Excel from Actuate BIRT reports
Excel expressiveness
• Support for all needed Excel features• Live formulas & charts, pivot tables, conditional
formatting, hyper-linking, data filters, outlines, VB macros, form controls, formatting, security
Repeatability via data-driven layout
• Accommodate new data automatically, adjusting rows, columns, worksheets, hierarchies, formulas
• No need to copy and paste new data
Scalability and security
• Unparalleled scalability of iServer • No end-user training required & zero footprint• SmartSheet Security & View Time parameters
18Actuate Corporation © 2010
Actuate Spreadsheet Solution Benefits
IT Managers
End Users
End Users• On-demand access• Analysis-ready Excel spreadsheets• Accurate, timely data – single version of the truth• “No limits” flexibility, familiarity of Excel
IT Managers• Satisfy end users• Regain control of data and ensure efficiency• No scalability wall to hit• Zero footprint – no plug-ins requires
Report Authors• Quickly define the needed, data-driven, analysis-ready
Excel output• Leverage existing Excel knowledge and BIRT reports• Develop once; auto-refresh with latest data indefinitely
ReportAuthors
19Actuate Corporation © 2010
Actuate Spreadsheet Solution Resourceshttp://www.actuate.com
Website: Learn more nowFor more information or to schedule a demo, contact Actuate:
[email protected]@actuate.com
Phone1-800-914-2259
BIRT Spreadsheet
www.actuate.com/products/spreadsheets• Analyst White Papers• Customer Case Studies• Product Information• Demos, Examples, Tutorials• Product Downloads (Free Designer)• Old Name: Actuate e.Spreadsheet
Actuate BIRT Export to Excel
http://www.actuate.com/products/birt-design• Analyst White Papers• Customer Case Studies• Product Information• Demos and Examples• Product Downloads