Ontolica Solution Use Case
Business Intelligence SBA’s with Excel
Excel Service SharePoint integration
When using Excel Services for SharePoint publication, all security and access is managed with the SharePoint security model on a granular level. This is done so different users can see different sections of the Excel sheet based on the access rights profile.
Extract, transform, and load into Excel
To aggregate data from Line of Business (LOB) systems in Excel is logical, as it provides an excellent vehicle to prepare the presentation of data from multiple source systems and consolidate them into a “state of the union” 360 degree view.
Use predefined Excel templates
Native Excel data tables can be defined and named within a given sheet. They are then dynamically refreshed with data from any data source. The Tables are standard Excel Objects and can utilize all Table functionality including all referencing mechanisms including “Dynamic Pivot Tables”. As data is updated, it becomes immediately available to the SharePoint users with the appropriate security rights.
Use a tool everyone knows
Building business intelligence reports in Excel has the obvious benefit of using a very familiar tool that has wide user adoption. Thus making the process around template development and Q/A a task that can be performed with business analyst type skills, which ensures a closer fit to the original requirements.