On-Demand Reporting in Microsoft Excel!

Presented by

Katie Fair, Director of Product Management and Rafael Torres, Director of Finance Reporting

About this talk

Whether it’s a payroll reconciliation, month-end, or just a weekly report, most users spend quite a bit of time dumping and analyzing their data in Excel. This process is repeated over and over, every time the report needs to be run, so why not give them their data in Excel to begin with? With SplashBI, they can just click refresh whenever they need it and keep all their formulas, formats, pivots and more! In this webinar, we will cover: · How to run a report from any data source directly in Excel · Modifying a report to suit your needs · Pivot Tables · Refreshing a Report and retaining your changes · Ad Hoc capability

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