I am using excel for reports. I have a requirement to send these reports as emails automatically, Is there a feature in excel that helps in this?
I have used power BI before but Can this be done in power BI?
For scheduled reports, you can use Reporting Services. RS can generate Excel files as output. Might not be exactly what you're looking for.
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I am completely new Office 365 (and SharePoint) but have been asked to create a site that will display a range of data in the form of graphs and tables etc The data will change daily and therefore it must be possible for members of the team to enter new raw data, for the results to then be displayed through Office 365.
I realise this might sound a little vague but my initial thoughts are that SharePoint is what I should use to display the data and to have a SQL backend database that stores the data for SharePoint to connect to. Having done some reading on the topic and I am still a little unsure if this is common practice or even possible.
Any inital pointers would be greatly appreciated.
This can be done with Power BI. The data sources can by almost anything, SQL, spreadsheets, online sources, you name it. Create queries to get the data, model it (if required) and build reports and dashboards that display in a browser (or on a phone).
The Spotfire Dashboard Data has to be automated into excel output to the end users. Upon checking i could see there scripts usage to perform the same, but not able to find a proper solution to achieve it.
Your responses and guidance to the same is very much appreciated.
Currently, this isn't built into Spotfire but you could do it with some custom coding and the Spotfire API. What is available is automated export as PDF or JPG. You'll want to read up on Spotfire Automation Services.
I've created an IUpdateable ODATA feed using WCF which I can connect to using Excel 2010 Power Query. Excel is able to retrieve data but I cannot find a 'publish' button or anyway to tell Excel to push updates back to the server.
Does Excel / Power Query support ODATA CRUD functions out of the box?
Is there another tool I could use to update data without writting code?
Power Query supports reading from data sources, but we don't support Create/Update/Delete.
I agree with you--it would be awesome to publish data from Excel without having to write any code!
If you think this is something Power Query should have, I'd go to https://ideas.powerbi.com and vote up the feature (you might be the first with the idea).
Edit(2019): Looks like several people have upvoted this one: https://ideas.powerbi.com/forums/265200-power-bi-ideas/suggestions/12251397-q-a-can-you-perform-crud-operations-with-powerquer
I need to give power-users of the web application I am working on the ability to create their own reports, analysis, etc. in Excel. Basically they need to create some Excel sheets, read some data from the web app and than mix the result with further data coming from other data sources.
The web application already exposes data in JSON/XML format through a web api (not fully REST but this doens't matter) and I would use this channel to get data in Excel.
At the moment I have these three options in my mind:
In the past I've solved a request like this with some VBA code and a COM object (that talked with the server/database) but I am not sure if today this is still the best solution to do this kind of job.
I have learned that today Excel has PowerPivot that can read data from a web service. I could develop an oData feed for PowerPivot but I am not sure if PowerPivot is what power-users need
Another solution could bean ad-hoc Excel add-in
How would you solve a request like this?
Power Query would be a better option than Power Pivot here. Power Pivot is a dimensional modeling and analytical database (it is exactly a private instance of SSAS Tabular running behind the Excel process).
Power Query is an end-user friendly ETL tool, developed as an add-in for Excel, and available natively as of Office 2016. It allows loading directly to an Excel worksheet or into a Power Pivot model. It will give more flexibility to your end users. It is a GUI-driven interface that is a front-end to the M query language, developed by Microsoft.
Unfortunately, I am not able to help with Power Query too much, but it fits your use case perfectly.
Edit: An additional feature of Power Query, likely not to meet your needs, but I thought I'd throw in.
Power Query can read directly from HTML tables. If you present data in HTML tables, your end users can simply load directly from a URL.
Power Query definitely the "correct" tool for this within Microsoft world. It can also handle JSON and XML (and Odata) directly. How well it manages your data will depend a bit on how nicely formatted it is, but it can work with most things with a little bit of effort.
It is a free Microsoft authored add-in for pre Excel 2016 and built in to Excel 2016.
I have a standard crystal report from Epicor loaded into Visual Studio (specifically the purchase order report). Basically I would like to preview the purchase order for order #12345. How can I do this? It seems like the report data source is already setup although it doesn't seem to point to a database. This is the regular report that comes with Epicor. Any ideas? Thank you
The data for Epicor reports comes from a process that queries the database and generates either XML files (E9) or tables in a separate database (E10). As you are using Crystal Reports I assume you are using E9, as it is still supported in E10 but SSRS is standard.
You will need to run the report in Epicor and allow the Task agent to pick up the job to produce the data. You should then be able to use the XML files to provide data to your report designer.