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Our spreadsheets are better than yours slideshare

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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 …

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.

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  • 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.
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  • So if you are seeing wide spread Excel usage – you are not alone
  • With EasyScript around 40 common Excel functions are supported out of the close to 200 which Excel supports.
  • Transcript

    • 1. 1 Actuate 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
    • 2. 2 Actuate Corporation © 2010 Dilbert’s Issues Are Representative 64% of business critical spreadsheets contain errors - Powell, Lawson and Baker Study (2007)
    • 3. 3 Actuate 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
    • 4. 4 Actuate 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
    • 5. 5 Actuate Corporation © 2010 Spreadsheet Reporting Challenges Inefficient and Risky Manual Report Creation and Distribution Data Cut and paste or import as CSV Manually created and updated Inconsistent changes Manually emailed Incorrect assumptionsMisinterpreted Individual Contributors Managers 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
    • 6. 6 Actuate 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
    • 7. 7 Actuate Corporation © 2010
    • 8. 8 Actuate 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
    • 9. 9 Actuate Corporation © 2010 Actuate Spreadsheet Solution 1. Export to Analysis-Ready Excel from Actuate BIRT 2. BIRT Spreadsheet (fka e.Spreadsheet)
    • 10. 10 Actuate 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
    • 11. 11 Actuate Corporation © 2010 BIRT Spreadsheet Demo
    • 12. 12 Actuate 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 iServer Data Sources Actuate EII Databases XML Java Objects Free BIRT Spreadsheet Designer Step 3: Analyze MSFT Excel & Browser BIRT Spreadsheet Design Excel Report
    • 13. 13 Actuate Corporation © 2010 BIRT Spreadsheet Demo
    • 14. 14 Actuate Corporation © 2010 BIRT Spreadsheet Generates Amazing Spreadsheets Cell locking Pivot tables Data filters 3D live charts down across 3-D matrix workbooks VBA macro support
    • 15. 15 Actuate Corporation © 2010 Organizations Using BIRT Spreadsheet Business, 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
    • 16. 16 Actuate Corporation © 2010 Actuate Spreadsheet Solution Divide 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
    • 17. 17 Actuate Corporation © 2010 Actuate Spreadsheet Solution Fully Addresses Automation Requirements Requirement Actuate Spreadsheet Solution How Is Requirement Addressed 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
    • 18. 18 Actuate 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 Report Authors
    • 19. 19 Actuate Corporation © 2010 Actuate Spreadsheet Solution Resources http://www.actuate.com Website: Learn more now For more information or to schedule a demo, contact Actuate: info@actuate.com sales@actuate.com Phone 1-800-914-2259 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