ReportWORQ leverages your existing Microsoft Excel reports to refresh and send data from your Enterprise Planning System.
ReportWORQ and IBM Planning Analytics are a perfect match. ReportWORQ was originally designed in 2011 specifically to automate IBM Planning Analytics Perspectives and now PAfE reports. While ReportWORQ has grown to include several other datasources, the integration with IBM Planning Analytics remains rich and versatile.
IBM Planning Analytics Features
Workday Adaptive Planning and ReportWORQ work hand in hand to fill your professional reporting needs. ReportWORQ supports OfficeConnect reports out-of-the-box and enables you to automate several elements of the report such as data filters and relative start date. ReportWORQ picks up where OfficeConnect reports leave off to provide you with additional tools for dynamic reporting and input form needs. With ReportWORQ you can focus on building reporting templates for consistent delivery across the business and lean on ReportWORQ to copy, refresh and distribute these reports.
Workday Adaptive Planning Features
Did you know that ReportWORQ also works with Microsoft SQL Server and other OleDB Datasources?
Using a generic OleDB driver and connection, ReportWORQ is able to execute SQL Queries and load data directly into an Excel data table or range. ReportWORQ’s RWSQL Formula was created so you could use Excel formulas combined with ReportWORQ parameters to construct SQL statements directly in an Excel range. This technique satisfies several ReportWORQ use cases, such as attaching transactional data to a P&L or providing users with a subset of information based on specific filters. ReportWORQ parameters can be used to automate custom WHERE clauses so which each recipient receives only the subset of data that applies for their filters.
Have you seen Excel’s Dynamic Array Formulas and Spill Ranges?
ReportWORQ supports Microsoft Excel’s new Dynamic Array Formulas such as UNIQUE, SORT & FILTER. If you’re not familiar with these head over to Excel Campus for a quick tutorial. These formulas, commonly referred to as “Spill Formulas” will truly up your Excel game. Best of all, they work with ReportWORQ and make it easy for you to integrate data from external Excel files into your ReportWORQ reports. For example, let’s imagine you want to send a report to each sales representative with sales data from your planning system while also including sales order and invoicing details from your CRM system. ReportWORQ can leverage a manual Excel export of the CRM data as a datasource combined with Excel’s FILTER spill formula to load just the subset of sales order details for a specific representative.