Spreadsheet Server for use with Oracle

Spreadsheet Server for use with Oracle


Spreadsheet Server for use with Oracle

You can combine the power of Oracle with the familiarity of Excel with Spreadsheet Server, Powered by the QueryExchange™

This Microsoft Excel Add-In provides real-time Oracle reporting in Excel. Your organization's users have complete control over the design and content of your Oracle Excel reports from Oracle EBS R12, including the Oracle General Ledger, Inventory, OPM and more using only familiar Excel features and functions. Users can create dynamic dashboard views from Oracle to be accessed, automated and presented with our formula driven methodology, including summary balances and detailed drill-downs in Excel.

In addition, the cloud-based QueryExchange™ gives the Oracle user community the ability to select pre-built queries and tailor them to meet their specific Oracle EBS R12 reporting needs. Utilized in the QueryExchange™, the SmartPak™ feature is way to group pre-configured queries together. Searching by selecting a SmartPak™ gives users a quick and reliable way to access a group of dedicated pre-defined queries.The Query Designer allows users to build dashboard views from any transactional database or any Oracle ERP application to be accessed, automated and presented with our formula driven methodology.

Spreadsheet Server has achieved Oracle Validated Integration status and uses company level security as defined in your Oracle application. Security is controlled by an administrator and is based upon segment account information.


  • Quick-Start single installation for Oracle users
  • Live access to Oracle data from Excel
  • Minimize Reliance on FSG and Discoverer Reports
  • More timely report running and full drill-down capability within specific Oracle subsystems, such as Accounts Receivable, Accounts Payable, Fixed Assets, Inventory, Projects, OPM
  • No more downloading or re-keying/exporting of Oracle balance or transaction level data
  • Eliminate requirement for IT or super-users to create/change Oracle Financial reports
  • Increase efficiency and timeliness of your budgeting process in Oracle
  • Connect-ability from Excel to multiple data sources across different platforms
  • Ability to create any custom queries within Oracle or any other relational database
  • No staging areas or data warehousing needed
  • Spreadsheet Server is compatible with Oracle in memory databases
  • Excel 2010 & 2013 64-bit support


  • Spreadsheet Server for use with Oracle Screen Shot Click to Enlarge

    Ability to publish any report from executive-quality to fully customizable ad hoc Oracle R12 reports within Excel.

  • Oracle Query Exchange Click to Enlarge

    Use the QueryExchange™ to share pre-configured queries specifically for Oracle

  • Distribution Manager Screen Shot Click to Enlarge

    Automate distribution of Oracle Excel Reporting with the Distribution Manager tool. Delivery in Excel, PDF formats and more.

Product Videos

  • Live Connection from Oracle® in Microsoft Excel®

    The Spreadsheet Server application uses Microsoft® Excel's familiar interface to allow...Read more

  • Building Oracle® Reports with Spreadsheet Server

    Spreadsheet Server, Powered by the QueryExchange™ works as an intuitive Microsoft® add-in providing...Read more

Case Studies

  • Solo Cup Company Case Study

    Solo Cup Company Solo Cup Company is a $1.8 billion enterprise exclusively focused on the manufacture... Read More
  • Rack Room Shoes Case Study

    Rack Room Shoes Rack Room Shoes originally opened in Salisbury, NC in 1920. ... Read More
  • Philadelphia Gas Works Case Study

    Philadelphia Gas Works Philadelphia Gas Works, more commonly referred to as “PGW,” was founded in 1836... Read More
  • Klaussner Home Furnishings Case Study

    Klaussner Home Furnishings Klaussner Home Furnishings was founded in 1963, is the employer of... Read More
  • BMI Case Study

    BMI As a non-profit American performing rights organization... Read More


  • Oracle Financial Reporting made more efficient with Spreadsheet Server

    Joe Ricci, Sr. Business Systems Manager, Fujirebio Diagnostics describes the...

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  • Oracle Reporting processes made more efficient with Spreadsheet Server

    Joshua King, Oracle Applications Manager, Red Dot Corporation discusses Spreadsheet Server’s ability to free up IT resources that were previously...

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  • Oracle EBS R12 financial reporting time savings with Spreadsheet Server

    Susan Thomas, Oracle Developer, Wolverine Trading describes the positive impacts Spreadsheet Server and Distribution Manager have had on her teams’...

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  • Oracle reporting with Spreadsheet Server an effective Crystal Reports & Discoverer Reports replaceme

    Fujirebio Diagnostics' Sr. Business Systems Manager, Joe Ricci, explains the reasons his organization chose...

    Read More
  • Guthy-Renker Reduces Time Spent on Analytics with Spreadsheet Server for use with Oracle®

    Janice Reitman, Accounting Manager, Guthy-Renker, describes...

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  • NFIB increases efficiency by converting over 160 FSG reports to Spreadsheet Server with ease

    Kevin Gibson, Financial Reporting Manager, National Federation of Independent Business, discusses...

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  • Four Winds Casino and Resort uses Spreadsheet Server to enhance financial and operational reporting

    Holly Graves, General Ledger Accountant and Sheila Miller, Senior Staff Accountant for Four Winds Casino Resort describe...

    Read More
  • Spreadsheet Server greatly reduces the budget reporting process for Philadelphia Gas Works

    Carita Council, Senior Budget Analyst, Philadelphia Gas Works, shares how using...

    Read More
  • Rack Room Shoes Enhances Month End Reporting Process with Spreadsheet Server for use with Oracle®

    Kristin Knight, Assistant Controller, Rack Room Shoes, explains how implementing...

    Read More

Frequently Asked Questions

Does Spreadsheet Server require a Server?

No, there is no additional hardware required to implement Spreadsheet Server.

Will I need a data warehouse for Spreadsheet Server?

No, there is no data warehouse or additional hardware required.

Do I need training? How long is training?

Yes, if users are familiar with Excel, they will need minimal training to use Spreadsheet Server. No programming or query knowledge is necessary. Users simply utilize the standard Excel spreadsheet capabilities supplemented with simple cell formulas to gain access to their dynamic financial information.

Can I do reporting beyond the GL?

Yes, please inquire about our ad hoc capabilities and other components in our Excel Automation Roadmap (i.e. Enterprise Budgeting, etc).

Is this a Business Intelligence tool? What if I already have a BI tool?

Spreadsheet Server is not a BI tool, but is a compliment to the leading BI tools (i.e. Cognos,Business Objects, Hyperion, etc). In fact, over 83% of Global Software Inc.'s 4,000+ clients in 40 countries use a leading BI tool in conjunction with Global Software's Excel automation tools.

Where do I find which versions of my ERP are supported?

We support most worldwide ERP systems, but you may contact us directly regarding your specific needs.

What is the difference between this tool and my current reporting strategy?

Every reporting environment is different, however most prospective users we encounter are either using a data warehouse that reflects yesterday's data, manually rekeying data or have an IT maintain the current reporting environment exclusively. With our application(s) users are empowered to be self-sufficient while accessing 'live' data in a secure environment.

I've invested significant time in my current reporting strategy, will I lose reports I have already created?

No, Spreadsheet Server is compatible with any Excel reports already developed.

Spreadsheet Server Prebuilt Oracle Query Templates

On Hold ReportAPAP Invoices on Hold
Batch DetailAPAP Batch Detail by Journal Source
AP Vendor LookupAPAP Vendor Lookup by Bill and Payment Currency
ACH Payment ListingAPAP ACH Payment Detail by Date
AP AgingAPAP Aging by Invoice Date
AP All Check ListingAPAP Check Detail Listing by Date and Status
AP Check ListingAPAP Checks Outstanding
AP Invoices by PO – Check NumberAPAP Invoice Detail by GL Account
AP Purchasing DetailAPAP Invoice Detail by Project and Date
AP Subledger DetailAPAP Subledger Detail by GL Segment
AP Vendor ListingAPAP Vendor Demographics
AP Cash BalancesAPBank Statement Balance Detail
AP Trial BalanceAPAP Trial Balance by Vendor
AP Invoice DistributionsAPAP Invoices Distributions Line Detail
Vendor SitesAPVendor Detail by Site ID
Invoices by CheckAPInvoices Paid by Check Number
AP VoidsARAP Check Voids by Date
AR DetailsARAR Subledger Details
Receipt RegisterARAR Receipt Ledger by Date and Batch
AR AdjustmentsARAR Adjustment Details by GL Segment
AR Applied TypeARAR Detail Terms by Customer
AR Cash Receipts AppliedARAR Detail by Line Item and Customer
AR Cash ReceiptsARAR Detail by Type
AR Cust Invoice ListARAR Invoice Line Items by Customer
AR Invoices 11iARAR Invoice Header Information
AR TransactionsARAR Detail Transactions by Customer
FA Cost Center Asset ListOFAFA Asset Listing by Cost Center
FA Book ValuesOFAFixed Asset Book Value Details
FA DepreciationOFAFixed Asset Depreciation Details
Fixed Asset AdditionsOFAFixed Asset Additions by Period
GL Daily BalancesGLGL Daily Balances by Accounting Date
GL Journal SourcesGLGL Journal Header Source
GL Organization LookupGLOrganization Definitions
Summary BalancesGLGL Balance by Ledger and Segment
Journal BatchesGLGL Journal Batch Headers
JournalsGLGL Journal Details
MaterialsGLGL Material Transaction Accounts
SLA DrilldownGLSingle Level Account Drill Down
HR Employee DetailsHRIHR Employee Details by Business Group
Employee DetailsHRIEmployee Details by Business Group
Employee AbsenceHRIEmployee Absence Detail
Current VacanciesHRICurrent Job Vacancies
Appraisals DueHRIEmployee Appraisals Due
Employee JobsHRICurrent Job Listing
Employee DemographicsHRIEmployee Demographic Information
Employee ServiceHRIEmployee Years of Service
Employee SalaryPAYEmployee Payroll Information
Inventory Customer ItemsINVInventory Billed by Customer
Inventory BOM all levelsINVAll Level Components of an Assembly
Inventory BOM First Level AssemblyINVFirst Level Components of an Assembly
Inventory Mfg ItemsINVInventory of Items by Manufacturer
Inventory On HandINVInventory on Hand Quantities
Inventory Quantity on OrderINVInventory Quantity on Order by Ship Date
Inventory Reservation QtyINVInventory Reservation by Item and Order Number
Order ManagementOESales Order Details from Order Entry
Open ProjectsPAOpen Projects by Location
Project StatisticsPAProject Committed vs Actual by Task
Projects CIPIPACapital Projects Cost Tracking
Projects InvoicesPAProject Status by Member
Projects ListingPAProject Listing by Type
Projects Task Budget LinesPAProject Revenue vs Budget
Award Funding InquiryPAAward Funding by Type and Status
Awards Budget Funds Check DetailPAAward Funding vs Budget by Check
Awards by ProjectPAAward Funding by Project
Expenditure InquiryPAProject Expenditure by Award
Property Management LeasePNLease Detail Lines
PO DistributionsPOCommitted PO Distributions
Supplier by PO NumberPOSupplier by PO Number by Date
PO Lookup CodesPOPO Lookup Codes by Type
PO RequistionsPOPO Requisition Line Detail
PO HeadersPOPO Header Information
PO HistoryPOPO History by Order Type
PO InquiryPOPO General Inquiry by PO Number
PO Line DetailPOPO Line Detail Line Information
PO Line DistributionsPOPO Line Distribution Details
PO ReturnsPOPO Return Items Details
Supplier PeformancePOSupplier Performance by Turnaround Days
Sales AnalysisASNSales Details by Customer and Territory
Sales Leads by RepASNSales Leads Detail by Rep
Sales Quote LinesASNSales Quotes Lines by ID
Sales Quotes DetailASNSales Quotes Detail by Customer
Sales QuotesASNSales Quotes by Rep
Sales TasksASNSales Tasks by Owner ID
User LookupSYSUser Account Details
UsersSYSUser Details by Responsibility
WIP Scrap ValuesWIPValue of Work in Process for Jobs

Technical Requirements

View a listing of the Technical Requirements for Spreadsheet Server.