ReportWORQ leverages your existing Microsoft Excel reports to refresh and send data from your Enterprise Planning System.

IBM Planning AnalyticsWorkday Adaptive PlanningSQL Queries & Excel Files

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

Automate existing Perspectives and PAfE reports out-of-the-box

IBM Planning Analytics Perspectives and PAfE reports are supported right out-of-the-box including support for 32 Planning Analytics formulas such as DBRW and DBS. ReportWORQ enables you to interact with these formulas by changing cell values that drive data filters at runtime. For example, you can easily adjust the current period or the business unit for a report without making any changes to the underlying Excel file.

Works with IBM Planning Analytics on-premise or with Watson (IBM Cloud)

ReportWORQ supports connecting to multiple IBM Planning Analytics systems regardless if they are hosted on-premise or in the Cloud.

Native support for Subsets, MDX Queries & Dynamic Reports (Active Forms)

ReportWORQ’s native support for IBM Planning Analytics Subsets and MDX queries allow you to perform tasks such as replicating a group of worksheets for each element in a subset. In addition, ReportWORQ’s support for Dynamic Reports (aka Active Forms) makes it easy to build a report where the row set is generated specifically for each recipient. These features save you time by reducing maintenance to smaller reporting packet templates which ReportWORQ will use to copy, refresh, and distribute when needed.

Integrates with TI Processes, Chores and Action Buttons

ReportWORQ integrates with IBM Planning Analytics TI Processes, Chores and Action Buttons. Using these integration points we can publish Planning Analytics Workspace Dashboards or Planning Analytics Web Reports where business users can perform tasks such as selecting data filters and running ReportWORQ jobs through the use of Action Buttons. Combining these techniques provides you with a mechanism to create and maintain a self-service reporting portal for your users.

Dynamically burst reports to recipients based on subsets, attributes and cube data

When it comes time to burst reports ReportWORQ will create and send a unique report to each recipient based on specific data filters (e.g., Business Unit). These data filters can also be dynamic subsets or MDX queries which allows for each recipient to receive a set of report pages specific to the area(s) they manage. While ReportWORQ has a built-in mechanism to manage recipients, IBM Planning Analytics users may choose to manage recipients using a subset and a cube for greater flexibility. Even the file naming and email message can be driven dynamically from information stored in cubes. This allows you to maintain the entire report bursting process in cubes and dashboards while ReportWORQ serves as the middleware to generate and distribute the reports.

Process Input Forms containing DBS formulas to push data back into IBM Planning Analytics

DBS Formulas are commonly used to create IBM Planning Analytics Input Forms where users can provide data contributions back into the source system. ReportWORQ fills a gap where a set of users across the organization who do not have a need for direct access to the IBM Planning Analytics system may need to provide data specific to their area. ReportWORQ helps this use case by allowing you to distribute Excel input forms via email to these users to be filled out. Then users can email them back to ReportWORQ and they will automatically be loaded back into the system. See the Input Forms use case for more about this.


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

Support for OfficeConnect Reports out-of-the-box

Simply connect the OfficeConnect report to ReportWORQ and you can begin automating worksheet filters and relative start dates. For example, you may choose to copy and collate a set of worksheets for many different levels in order to distribute a detailed PDF reporting packet. Often times we need to set a filter to personalize a report’s data before sending the output to a user, ReportWORQ automates this process like an enterprise mail merge.

Utilize Access Rules and attributes to create personalized views

ReportWORQ allows you to define dimension level access rules per recipient. This powerful feature allows you to build a reporting template using Adaptive Attributes which, when sent to recipients, will only include the dimension elements that are permitted based on each recipients access rules.

Extract Modeled Sheet data and Matrix Reports using ReportWORQ formulas

ReportWORQ includes proprietary formulas to help fill use cases which OfficeConnect does not support. One example is the Modeled Extract formula which allows you to extract a list of data from a modeled sheet and import the data into a cell range or an Excel data table. ReportWORQ also supports a set of formulas which provide the same functionality as the nested web matrix reports and can be built in the Workday Adaptive Planning Web interface.

Include transaction data with reports using spill formulas

Transactional details are often necessary to include as an ancillary attachment to a P&L or other financial report. Whether this data is stored in the Adaptive Transactions module, a relational source or simply another Excel file, ReportWORQ allows you to include these details in your reporting packets while filtering them to only the items that are relevant to this recipients business entity.

Create input forms for users to contribute back to the source system

ReportWORQ allows you to use enhance existing OfficeConnect reports so that some cells in the report can be utilized for contribution. Using ReportWORQ writeback formulas you can send input forms to users which they can then fill out and email directly back to ReportWORQ. After the contributions have been reviewed a ReportWORQ administrator can bulk process the data back into the planning system. See the Input Forms use case for more about this.


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.





ReportWORQ does not automate Microsoft Excel or any Excel Planning Addins. All reports and formulas are generated natively by ReportWORQ and without using Microsoft Excel. The result is a fast, reliable and scalable report automation and distribution process. You can trust ReportWORQ to work properly every time.

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