SlideShare a Scribd company logo
1 of 10
Combine the familiarity of Excel
with the power of your ERP data
When it comes to capturing finance, operational
and budgeting data, the winner is - EXCEL
2
90
%
76
%
Every company owns it,
300+ million copies
worldwide
Everybody knows how
to use it
It works on every
platform
Native features and
advanced add-ins keep
it competitive
Of Fortune 2000 financial
executives rank Excel #1
of 14 technologies
Of global executives use
Excel spreadsheets daily
But you’re not maximizing its potential when you…
3
Enter data
manually
Aren’t sure you’re
using the latest data
Analyze data from
multiple sources
Rely heavily on IT for every
change to a report template
Export static data
from your ERP
Distribute large files
across global teams
Global Software, Inc’s Excel-based Automation Suite for
your ERP Platform adds what is missing…
4
Limited reliance on IT
resources
No re-keying
No hardware, staging
areas or data
warehousing
No ABAP Programming
or SEC16 Data Mining
We’ve worked closely with various ERP providers to
validate our Dynamic Spreadsheet Methodology…
5
+
+
+
Total
Solution
Integration
With Spreadsheet Server, powered by the
QueryExchange™, you can...
6
Provides access to all of your ERP data in Excel
GL, Rent Roll, AR, Sales,
Inventory, AP, Projects, PO,
Manufacturing, and more
Share queries with fellow
users in the cloud-based
QueryExchange
Leverage existing
ERP security
Customize reports and
dashboards
Streamline and control your budgeting process
With Enterprise Budgeting, you can…
7
Centrally define
spread methods and
budget rules
Quickly spread budget
amounts from annual
to monthly
Leverage live, intuitive
budgeting data
Utilize workbook
tracking and individual
role-based security
Distribution Manager
Get the right version of the right reports
to the right people at the right time
8
9
Live Excel-based ERP Reporting…
It’s all about
EFFICIENCY
Use common, intuitive
toolset across functional
groups
Analyze accounts more
efficiently more often
Reduce time to close
quarter or year-end cycle
Share pre-configured
content via cloud-based
QueryExchange™
Get the most from your
people, your data and
your ERP
What our customers are saying
10
Sheila Miller
Four Winds Casino and Resort
Senior Staff Accountant
Charles Schmidt,
IT Director,
Fisher Brothers
If you have JD Edwards, you have to
have Spreadsheet Server. It pulls
information
from JDE automatically into Excel for
financial analysis. Because of it’s
ease of use, user adoption is
immediate. Bringing information
together for decision making…it’s the
only way to go.
Spreadsheet Server
allows its users to work in
an environment they are
comfortable
in and that is Excel. Also, it
helps us to eliminate errors
from rekeying the data
from SAP. It is a tool that
you can be trained on and
begin using within one or
two days.
Christy Ruth,
Director, Financial Systems & Business
Integration, Coca-Cola Bottling Co.
Consolidated
It saves us over
6 hours of producing financial
statements. The accuracy is 100%
better because we don’t have to dump
the system. It pulls everything out of
the system instead of cutting and
pasting out of Oracle

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Erp reporting in Excel

  • 1. Combine the familiarity of Excel with the power of your ERP data
  • 2. When it comes to capturing finance, operational and budgeting data, the winner is - EXCEL 2 90 % 76 % Every company owns it, 300+ million copies worldwide Everybody knows how to use it It works on every platform Native features and advanced add-ins keep it competitive Of Fortune 2000 financial executives rank Excel #1 of 14 technologies Of global executives use Excel spreadsheets daily
  • 3. But you’re not maximizing its potential when you… 3 Enter data manually Aren’t sure you’re using the latest data Analyze data from multiple sources Rely heavily on IT for every change to a report template Export static data from your ERP Distribute large files across global teams
  • 4. Global Software, Inc’s Excel-based Automation Suite for your ERP Platform adds what is missing… 4 Limited reliance on IT resources No re-keying No hardware, staging areas or data warehousing No ABAP Programming or SEC16 Data Mining
  • 5. We’ve worked closely with various ERP providers to validate our Dynamic Spreadsheet Methodology… 5 + + + Total Solution Integration
  • 6. With Spreadsheet Server, powered by the QueryExchange™, you can... 6 Provides access to all of your ERP data in Excel GL, Rent Roll, AR, Sales, Inventory, AP, Projects, PO, Manufacturing, and more Share queries with fellow users in the cloud-based QueryExchange Leverage existing ERP security Customize reports and dashboards
  • 7. Streamline and control your budgeting process With Enterprise Budgeting, you can… 7 Centrally define spread methods and budget rules Quickly spread budget amounts from annual to monthly Leverage live, intuitive budgeting data Utilize workbook tracking and individual role-based security
  • 8. Distribution Manager Get the right version of the right reports to the right people at the right time 8
  • 9. 9 Live Excel-based ERP Reporting… It’s all about EFFICIENCY Use common, intuitive toolset across functional groups Analyze accounts more efficiently more often Reduce time to close quarter or year-end cycle Share pre-configured content via cloud-based QueryExchange™ Get the most from your people, your data and your ERP
  • 10. What our customers are saying 10 Sheila Miller Four Winds Casino and Resort Senior Staff Accountant Charles Schmidt, IT Director, Fisher Brothers If you have JD Edwards, you have to have Spreadsheet Server. It pulls information from JDE automatically into Excel for financial analysis. Because of it’s ease of use, user adoption is immediate. Bringing information together for decision making…it’s the only way to go. Spreadsheet Server allows its users to work in an environment they are comfortable in and that is Excel. Also, it helps us to eliminate errors from rekeying the data from SAP. It is a tool that you can be trained on and begin using within one or two days. Christy Ruth, Director, Financial Systems & Business Integration, Coca-Cola Bottling Co. Consolidated It saves us over 6 hours of producing financial statements. The accuracy is 100% better because we don’t have to dump the system. It pulls everything out of the system instead of cutting and pasting out of Oracle

Editor's Notes

  1. Amy – we require an EPS/.png format of the Oracle Validated Integration logo
  2. But spreadsheet users could enhance their Excel experience… But the Excel experience can be enhanced But what about real-time reporting capabilities? But what if dynamic reporting from multiple sources is necessary? But what if you want to empower users to create their own real-time reports from multiple sources? But what if you have more specific needs?