Advanced reporting - User and Partner conference 2013

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The document discusses how to create advanced Excel dashboards using REST APIs and IQY connectors to integrate external data. It explains that Excel is commonly used in companies and can be used to share data with stakeholders and format it in different ways. It then describes different types of Excel reports that can be created, from simple to advanced and KPI dashboards. It provides information on REST APIs and how IQY connectors allow Excel to retrieve dynamic data from web services. Finally, it gives an example of a dynamic Excel dashboard created using these techniques.

Tecnología

Online Intelligence Solutions

ADVANCED REPORTING
REST-API & IQY Connector Integration in Excel

AGENDA


Why Excel Dashboards ?



Different Report possibilities



REST-API



IQY Connector



Example in Excel

ONLINE INTELLIGENCE SOLUTIONS
© COPYRIGHT 2012

WHY EXCEL DASHBOARDS


Excel is a ‘Standard’ in (a lot of) companies



For user who are not confident with the WA Tool



To share data for different stakeholders



To intergrate external data



To format data in different ways

ONLINE INTELLIGENCE SOLUTIONS
© COPYRIGHT 2012

DIFFERENT REPORT POSSIBILITIES


Simple Excel Reports
o Single Analysis
o Few Information



Advanced Excel Reports
o Multiple Analysis
o Control with Links/Drop-Downs/…



KPI’s Dashboards
o Segmented Data

o Aggregated Informations

ONLINE INTELLIGENCE SOLUTIONS
© COPYRIGHT 2012

REST-API


REST: Representational State Transfer



REST-style architectures conventionally consist of clients and
servers.



Clients initiate requests to servers; servers process requests and
return appropriate responses.

ONLINE INTELLIGENCE SOLUTIONS
© COPYRIGHT 2012

IQY CONNECTOR


IQY files are web query files, and they contain specific settings
needed by Excel to retrieve data from a specific web service



A Web query file is a text file.



Web query files can be created in any text editor, such as
Notepad, and they are saved with the .iqy extension.

ONLINE INTELLIGENCE SOLUTIONS
© COPYRIGHT 2012

IQY CONNECTOR


The main advantage is that Web Queries are DYNAMIC!

ONLINE INTELLIGENCE SOLUTIONS
© COPYRIGHT 2012

IQY CONNECTOR

ONLINE INTELLIGENCE SOLUTIONS
© COPYRIGHT 2012

EXAMPLE – DYNAMIC DASHBOARD

ONLINE INTELLIGENCE SOLUTIONS
© COPYRIGHT 2012

FRAGEN

ONLINE INTELLIGENCE SOLUTIONS
© COPYRIGHT 2012

Online Intelligence Solutions

www.atinternet.com
atcontact@atinternet.com

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