DSPanel's Cure for the Common Report
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Transcript of DSPanel's Cure for the Common Report
The Cure for the Common Report
The Canvas Competitive Advantage
Truths?
• Reports are dull but necessary.• Business Intelligence creates a compelling
management view to report data.• Budgets, Plans and Forecasts are done in Excel
and then input into the ERP system to be able to report actuals versus plan.
Evolution and Tradition
• Reports– Uses report software to create reports from one system at the time.– Reports are adjusted in Report configuration tool.– If reports need to be augmented they are imported into Excel where
adjustments are made.
• Business Intelligence– Data replicated from the core systems (often more than one) and
re-organized to be easy to understand and fast to retreive– Nice and management friendly software is used to retreive the data
creating a platform for analysis and view.
• Budgets, Plans and Forecasts– Are mostly made in Excel, then later punched back into the ERP
system to be used for Reports.– Some companies are using separate systems for the purpose of
Planning. Most often these systems are not used for Reports.
A New Kind of Report
Reports
PlansBI
A New Kind of Report
Reports
PlansBI?
What If?
• What if you could add information to reports on-the-fly?• What if you could send out scheduled reporting input
schedules without using spreadsheets?• What if your finance department could receive
reporting data, without having to constant check for formatting and errors?
• What if you could create visual reports and analysis by simply dragging-and-dropping?
• What if you could throw out your desktop and have your entire data warehouse available in the palm-of-your-hand?
• What if your non-financial staff never had to look at another spreadsheet again?
What DSPanel Product to use?
Does your current solution have the
data you need in a good format?
Performance Canvas + Canvas Planning
Examples of a good format are- A data warehouse cube like MS SQL SSAS- A flat table structure accessible through SQL
No
Yes
Importing your Data using Canvas Planning will automatically create data structured for retreival, reports and analytics
What DSPanel Product to use?
Does your customer need to report from
your data/system only?
Performance Canvas + Canvas Planning
Many organizations have reporting needs spanning multiple Systems and data Sources, some of them include data points collected manually needed to augment the Reports
No
Yes
Canvas Planning is made to unify data from multiple systems for reporting and planning. Additonal data could be manually input using Microsoft Excel
What DSPanel Product to use?
Is there a need to further work like
Planning or Budgeting based on Report data?
Performance Canvas + Canvas Planning
Planning and Budgeting is not a stand-alone operation. There is almost always a need to use Report data as a basis for Planning and also a need to report Actuals, Plans and Budget in the same reports.
No
Yes
Canvas Planning is a unified solution for Reports, Plans and Budgets driven from the favourite tool of the Finance user. Microsoft Excel.
What DSPanel Product to use?
Would your users love to be able to create
reports in Excel?
Performance Canvas + Canvas Planning
Performance Canvas takes data from multiple types of systems including SQL and MDX and creates a complete HTML5 based environment for Analytics, Dashboards, Scorecards and Mashboards
Yes
No
Performance Canvas + Canvas Planning maintains it’s own database and builds it’s own Microsoft SQL Server SSAS datamart fully optimized for use both from Microsoft Excel and HTML5. This includes iPads, iPhones, Android phones as well as Windows Phone 7.
Performance Canvas
Going Mobile
• Powerful BI and Analytics right in your mobile phone
• Can be used on ANY web enabled mobile device
• Extensive graphing capabilities
• Extensive IPAD support including touch based BI
• Input Schedules for mobile input
• Ease of use for deployment with Zero foot print clients
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Flexible, interactive display options
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Business Gems: The Foundation of Repeatable Solutions• Dimensions +
Measures + Power of Visualization = Indiviudal BI components you can save and reuse to create unlimited number of dashboards, mashboards and scorecards
• Powerful BI interface, allowing you to create and modify data visualizations using drag and drop or MDX logic
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Planning for the Future with Excel & the Web• Create all your
financial reports in one system
• Drill through, drill down and drill across to relational data
• Formula based and matrix-based reporting
• Track account movement for cash flow analysis and forecasting
• Foreign currency translation
• Create and maintain dimensions, attributes, cubes and hierarchies
• Input forecast data via the web – Perfect for multinational corporations working in different domains
iPad – Canvas Planning
WebMobileSharePoint
Performance Canvas
Performance Canvas Server
Business Data
AnalyticsMashboardDashboardScorecard
WebMobileSharePoint
... + Canvas Planning
Performance Canvas Server
Business Data
Planning Server Add-On
Planning Business Modeler Excel Planner
AnalyticsMashboardDashboardScorecard
Performance Canvas
Performance Canvas + Canvas
PlanningReport Data
Native Microsoft SQL Server support X XDirect connection to SSAS cubed data X XAbility to import Microsoft Excel Data X XEasily integrate with any SQL data source X XUnify data from multiple systems in Dashboard X XUnified Report and Plan Data Mart XAdvanced Report Data Modeler X
Data Interaction
Drag-and-drop creation of Dashboards, Mashboards and Scorecards X XNative HTML5 support X XiPad, iPhone, Android, Blackberry, Windows Phone 7 X XNative Microsoft Excel client for Reports and Plans XAuthor Web Input forms using Microsoft Excel X
AnalyticsUnique HTML5 in-memory data analytics X XOn-the-fly dashboard driven analytics X XMicrosoft Excel pivot table integration X XNative iPad analytics client X X
Report CreationUser driven creation of interactive reports in-browser X XVisual reporting - dashboards, scorecards, KPIs X XReport creation natively in Microsoft Excel XAdd ad-hoc data directly to report X