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DSPanel's Cure for the Common Report

DSPanel's Cure for the Common Report



What are the most common aliments facing workers who need to create reports? How can you use Performance Canvas to cure these ailments and gain a competitive advantage?

What are the most common aliments facing workers who need to create reports? How can you use Performance Canvas to cure these ailments and gain a competitive advantage?



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    DSPanel's Cure for the Common Report DSPanel's Cure for the Common Report Presentation Transcript

    • The Cure for the CommonReportThe Canvas Competitive Advantage
    • Truths?• Reports are dull but necessary.• Business Intelligence creates a compelling management view to report data.• Budgets, Plans and Forecasts are done in Excel and then input into the ERP system to be able to report actuals versus plan.
    • Evolution and Tradition• Reports – Uses report software to create reports from one system at the time. – Reports are adjusted in Report configuration tool. – If reports need to be augmented they are imported into Excel where adjustments are made.• Business Intelligence – Data replicated from the core systems (often more than one) and re-organized to be easy to understand and fast to retreive – Nice and management friendly software is used to retreive the data creating a platform for analysis and view.• Budgets, Plans and Forecasts – Are mostly made in Excel, then later punched back into the ERP system to be used for Reports. – Some companies are using separate systems for the purpose of Planning. Most often these systems are not used for Reports.
    • A New Kind of Report Reports BI Plans
    • A New Kind of Report Reports ? BI Plans
    • What If?• What if you could add information to reports on-the-fly?• What if you could send out scheduled reporting input schedules without using spreadsheets?• What if your finance department could receive reporting data, without having to constant check for formatting and errors?• What if you could create visual reports and analysis by simply dragging-and-dropping?• What if you could throw out your desktop and have your entire data warehouse available in the palm-of-your-hand?• What if your non-financial staff never had to look at another spreadsheet again?
    • What DSPanel Product to use? Does your current solution have the Performance Canvas + data you need in a No Canvas Planning good format? Importing your Data using Canvas Planning will automatically create data structured for retreival, reports and analytics Yes Examples of a good format are - A data warehouse cube like MS SQL SSAS - A flat table structure accessible through SQL
    • What DSPanel Product to use? Does your customer need to report from Performance Canvas + your data/system No Canvas Planning only? Canvas Planning is made to unify data from multiple systems for reporting and planning. Additonal data could be manually input using Yes Microsoft Excel Many organizations have reporting needs spanning multiple Systems and data Sources, some of them include data points collected manually needed to augment the
    • What DSPanel Product to use? Is there a need to further work like Performance Canvas +Planning or Budgeting No Canvas Planningbased on Report data? Canvas Planning is a unified solution for Reports, Plans and Budgets driven from the favourite tool of the Finance user. Microsoft Excel. Yes Planning and Budgeting is not a stand-alone operation. There is almost always a need to use Report data as a basis for Planning and also a need to report Actuals, Plans and Budget in the same reports.
    • What DSPanel Product to use? Performance Canvas + Canvas Planning maintains it’s own database and builds it’s own Microsoft SQL Server SSAS datamart fully optimized for use both from Microsoft Excel and HTML5. This includes iPads, iPhones, Android phones as well as Windows Phone 7.Would your users love Performance Canvas + to be able to create Yes Canvas Planning reports in Excel? No Performance Canvas takes data from multiple types of systems including SQL Performance Canvas and MDX and creates a complete HTML5 based environment for Analytics, Dashboards, Scorecards and Mashboards
    • 11 Going Mobile• Powerful BI and Analytics right in your mobile phone• Can be used on ANY web enabled mobile device• Extensive graphing capabilities• Extensive IPAD support including touch based BI• Input Schedules for mobile input• Ease of use for deployment with Zero foot print clients
    • Flexible, interactive display options
    • BusinessGems: TheFoundation ofRepeatableSolutions• Dimensions + Measures + Power of Visualization = Indiviudal BI components you can save and reuse to create unlimited number of dashboards, mashbo ards and scorecards• Powerful BI interface, allowing you to create and modify data visualizations using drag and drop or MDX logic 13
    • Planning forthe Future withExcel & theWeb• Create all your financial reports in one system• Drill through, drill down and drill across to relational data• Formula based and matrix-based reporting• Track account movement for cash flow analysis and forecasting• Foreign currency translation• Create and maintain dimensions, attributes , cubes and hierarchies• Input forecast data via the web – Perfect for multinational corporations working in different domains 14
    • iPad – Canvas Planning
    • Performance Canvas WebBusiness Mobile Data SharePoint Analytics Mashboard Performance Canvas Dashboard Server Scorecard
    • ... + Canvas PlanningPlanning Business Modeler Excel Planner Planning Server Add-On WebBusiness Mobile Data SharePoint Analytics Mashboard Performance Canvas Dashboard Server Scorecard
    • Performance Performance Canvas + Canvas Canvas PlanningReport Data Native Microsoft SQL Server support X X Direct connection to SSAS cubed data X X Ability to import Microsoft Excel Data X X Easily integrate with any SQL data source X X Unify data from multiple systems in Dashboard X X Unified Report and Plan Data Mart X Advanced Report Data Modeler XData Interaction Drag-and-drop creation of Dashboards, Mashboards and Scorecards X X Native HTML5 support X X iPad, iPhone, Android, Blackberry, Windows Phone 7 X X Native Microsoft Excel client for Reports and Plans X Author Web Input forms using Microsoft Excel XAnalytics Unique HTML5 in-memory data analytics X X On-the-fly dashboard driven analytics X X Microsoft Excel pivot table integration X X Native iPad analytics client X XReport Creation User driven creation of interactive reports in-browser X X Visual reporting - dashboards, scorecards, KPIs X X Report creation natively in Microsoft Excel X Add ad-hoc data directly to report X
    • Demo Highlights Questions? Resources? jan.morath@dspanel.com jennifer.r.howell@dspanel.com