Excel integration

AB Report provides bi-directional Excel integration to facilitate the process of advanced data calculations. In traditional workflows, Excel is used for both data storage and calculations, and manual data transfers between software are common. AB Report streamlines this process by creating a direct link between Excel and the platform. Excel connects directly to AB Report, receives the necessary data, and returns the calculations as well as the source Excel file to keep all data centralized.

Usage scenarios

This feature can be used for advanced calculations such as

• Calculating employee bonuses based on performance metrics.
• Determining stock orders based on actual and budgeted metrics.

Create Excel files

AB Report simplifies the creation of linked Excel files using a document template interface:

• Select a template, add the required data source as a custom report reference, and download the Excel file.
• Update data in the Excel file from AB Report at any time without downloading a new file.
• Excel file contains a table for creating document with selected template.
• Fill in results calculations in this table.
• Upload the calculated file to AB Report to automatically generate the document.
• Uploaded file is saved in the data store for reference.

This feature is expected in version 1.5

Next: Integrations