Covering the essentials of business intelligence, explore the features & functions for an overview.
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Excel is everywhere. It’s the most utilized data analytics tool in the world, and it can be accessed on desktop or mobile, making it quite convenient. But there’s a caveat: the moment you export data into Excel, it becomes old data, which means you run the risk of using outdated information to make important business decisions.
Orbit XLEdge is an excel add-in that allows you to pull live data from multiple applications into Excel and because your data can only be accessed by those who have permission, you can rest assured knowing that it’s secure.
Some of your co-workers may prefer Excel to other reporting applications. It’s been around for decades, is easy to use, and has a familiar interface. XLEdge allows your Excel masters to use their favorite tool in tandem with Orbit’s enterprise-level reporting and analytics. With XLEdge, they can add live data to their Excel arsenal so that they can base their decisions on real-time information. XLEdge also eliminates multiple versions of the truth by regularly refreshing with live data and keeping your team on the same page
Orbit leverages your existing enterprise security policies, so it doesn’t require duplicate security or user setup when you use XLEdge. When Orbit fetches and refreshes data in Excel, it will only update with the data that users are permitted to access with their role-based authentication. When a user wants to fetch, view, or manage reports within Excel, they will simply need to log into XLEdge using their Orbit credentials. This protects your data and sensitive reports from unauthorized users while giving you access to the same content that is available to you in the web-based Orbit application.
Once you log in through Orbit XLEdge, you can browse, select, and run any Orbit report directly from Excel. You can access and generate the operational reports that you have built in Orbit. You can also select from the more than 1,000 finance, HR, supply chain, and other pre-built business reports that come with Orbit and are certified for Oracle E-Business Suite. Run these reports on-demand or submit them through the Orbit Scheduler. If you refresh your data, Excel Edge will automatically retain all of the custom formatting, calculations, charts, and pivots that you had taken the time to build.
Don’t overlook important data. You can schedule data refreshes directly from XLEdge to ensure that you are always working with the latest information. And, of course, you can manually refresh data at any time.