reporting, dashboards and alerts in excel from apesoft

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Excel-based Dashboards, Reports and Alerts

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How to have secure, powerful, direct-to-excel reporting without the complexity of traditional Business Intelligence software.

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Page 1: Reporting, Dashboards and Alerts in Excel from ApeSoft

Excel-based Dashboards, Reports and Alerts

Page 2: Reporting, Dashboards and Alerts in Excel from ApeSoft

About Us

• Focused only on reporting and analysis software

• Founded in 1994• DataCycle Reporting in

1999• Dual Headquarters:

– Atlanta and Barcelona

• Customers in USA, Europe, Latin America and Africa

Page 3: Reporting, Dashboards and Alerts in Excel from ApeSoft

About our Customers

300 Customers

6000+ Users

In every major industry:•Financial Services•Healthcare•Retail•Manufacturing•Transportation

Page 4: Reporting, Dashboards and Alerts in Excel from ApeSoft

What is the real cost of manual

reporting in Excel?

Page 5: Reporting, Dashboards and Alerts in Excel from ApeSoft

Top 10 hidden costs of manual reporting in Excel1. Many hours of wasted effort2. Human errors3. Wasted talent4. Dependency risk (eg information silos)5. Disorganization and duplication of effort6. Delayed decisions because the right

information is not available at the right time

7. Wrong decisions because of erroneous information

8. Wasted IT resources9. Inability to access corporate resources

like ERP systems and data warehouses10. Opportunity cost – time spent fine-tuning

spreadsheets rather than analyzing and understand the results

Page 6: Reporting, Dashboards and Alerts in Excel from ApeSoft

There is a better way

Page 7: Reporting, Dashboards and Alerts in Excel from ApeSoft

DataCycle Reporting• Dashboards• Advanced visualization• Automated report generation• Automated report distribution• Alerting• Secure Multi-database access

all in Excel

Page 8: Reporting, Dashboards and Alerts in Excel from ApeSoft

AdvancedDashboardsDynamic gauges, charts and graphs

At-a-glance view of multiple data sources

Customizable

Users only see what they are entitled to see

Page 9: Reporting, Dashboards and Alerts in Excel from ApeSoft

SparklinesCompatibleIn-cell micro-charts and graphs

Perfect for trend analysis

Easy to develop

Automatically updated with report refresh

Sparklines are in-cell micro-chartsand graphs designed to give

at-at-glance insight into the data

Page 10: Reporting, Dashboards and Alerts in Excel from ApeSoft

Easy Pivot Tables

The power of Pivot Tables without the complexity

Easy navigation buttons and menu choices

Easy to develop

Easy navigation buttons

and simple menus make navigating

multidimensional data very easy

Page 11: Reporting, Dashboards and Alerts in Excel from ApeSoft

DataCycleReporting

Complements and enhances Excel

Full-featured reporting platform

Easy to install and maintain

Easy to develop and share reports

Data

Cycl

e

Report

ing

SecureAccess toMultiple

Databases

RepositoryLayer

Automation

andSchedulin

g

EmailDistributio

n

Secure User

Access toReports

Native PPT,

PDF andHTML

Dashboards

andMaps

EmailAlerts

WebAccess toReports

Exc

el

Easy toUse

No UserLicensing

FamiliarInterface

Page 12: Reporting, Dashboards and Alerts in Excel from ApeSoft

1: Connect to Data 2: Design Reports in Excel

4: Share Reports 3: Run & Schedule

OracleSQL ServerMySQL

SAPJDEdwards

Daily

Weekly

Monthly

Event-Driven

On Demand

Any DataSource

DataCycleAdvancedServer

User Reports

DataCycle Workflow

Easy

Page 13: Reporting, Dashboards and Alerts in Excel from ApeSoft

DataCycle Architecture

Page 13

Data Layer

Process Layer

Storage Layer

Access Layer

Presentation Layer

Metadata Repositor

y

Application Layer

AdministratorReport DesignerQuery Builder

Report DefinitionsQuery DefinitionsData Dictionary

Excel

Email

HTML

Folders

SharePoint

FTP

MyVision

.xls

.xlsx

.cub

.mdb

.pdf

.ppt

DataCycleAdvanced

Server

DatabasesSQL ServerOracleDB2MySQLAS/400

ERPSAPJD EdwardsOracle FinancialsMS Dynamics

FilesExcelCSVText Files

Page 14: Reporting, Dashboards and Alerts in Excel from ApeSoft

Why Excel?

Page 15: Reporting, Dashboards and Alerts in Excel from ApeSoft

Reasons Excel is a great reporting tool1. User familiarity – no technology

disruption2. More than 300 million users3. Very flexible and powerful4. Users can continue working with the

report – adding formulas, charts, graphs and worksheets

5. No training required6. It’s multidimensional – Pivot Tables7. Users already have it – no licensing

issues8. Coming features in Excel 20109. Users like it10. Because Excel is a de facto standard,

sharing reports with colleagues, customers and partners is simple

Page 16: Reporting, Dashboards and Alerts in Excel from ApeSoft

Why DataCycle Reporting?

Page 17: Reporting, Dashboards and Alerts in Excel from ApeSoft

Reasons to choose DataCycle Reporting?1. A complete BI solution – without

disruption2. Fast results3. Simple architecture and report

development model4. Familiar user environment – Excel,

PPT, PDF, HTML5. Dashboards, advanced visualization

and other enhancements to Excel6. Unlimited user licensing7. Accessible by the entire organization8. Little or no training required9. Reuse your current Excel reports and

leverage your Excel knowledge10. Centralized, server-based, secure data

access

Page 18: Reporting, Dashboards and Alerts in Excel from ApeSoft

Contact Us Today

• Free 30-day Trial• Live Demo with an Expert• We’re ready to help you

get started

+1 (866) 957-9578

www.ApeSoft.com