Excel as a Data Source

Transform Your Excel Data Into Clear and Compelling Stories

Excel as a Data Source

Orbit Reporting and Analytics seamlessly integrates with Microsoft Excel. You can easily export data from Excel to Orbit, so you can report on and analyze Microsoft data in tandem with live data from your other applications.

Microsoft Excel is the industry standard for spreadsheets

People throughout your company likely rely on it to track results, crunch numbers, manage budgets, and a whole lot more. Over time, some of your important financial, HR, supply chain, and other operational data may live in the form of Excel flat files.

Although Excel is an essential business tool, it has limitations when it comes to operational reporting, ad-hoc reporting, data visualization, and analytics functionality. If your critical data exists in Excel flat files outside of your key business systems and databases, you won’t have a unified view of your company. You run the risk of only seeing part of your data’s story if you can’t connect the dots between Excel and other business applications. To gain a full view of your operations, you may resort to importing data from other systems into Excel. These manual processes are not only time-consuming, but often lead to errors that impact your decisions.

With Orbit Reporting and Analytics, you can get more value from your Excel data. You can upload your Excel flat files – with an unlimited number of worksheets – into Orbit for in-depth reporting and analytics. Once you upload your Excel files, you can easily integrate them with your ERP data, as well as data sets consolidated from your other business applications. Orbit allows you to:

Do More with Your Excel Data

Orbit brings your Excel flat files to life.

Simply upload your Excel comma-separated values (CSV) or tab delimited files into Orbit. There is no restriction on the number of Excel worksheets that you can upload. Orbit’s drag-and-drop interface allows you to perform ad-hoc analysis and interpret your Excel data using data groupings, hierarchies, pivots, and calculations.

For example, you can produce interactive charts, dashboards, and geospatial location maps that help you visualize information and improve your decision-making.

Integrate Your Excel Data with Data from Across Your Company

In addition to exporting Excel files into Orbit, you can also unify your Microsoft data with your company’s other data sources – such as your ERP, CRM, and HR software.

Then, within Orbit, you can analyze your Excel data in context with real-time data from across your company. This integration turns your static Excel files into living reports that help you gain data-driven insights.

Orbit allows you to access live data from Excel at any time. Simply export complete or incremental uploads from Excel. You can also merge and append the existing datasets that you previously exported into Orbit.

Maintain Control Over Your Data

Orbit keeps data that you have exported from Excel secure. It allows you to govern who can view your data and what they can do with it. Orbit maintains your role-based and user profile login credentials so that you can ensure compliance with your pre-defined security policies.