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
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Ability to publish any report from executive-quality to fully customizable ad hoc Oracle R12 reports within Excel.
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Use the QueryExchange™ to share pre-configured queries specifically for Oracle
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Automate distribution of Oracle Excel Reporting with the Distribution Manager tool. Delivery in Excel, PDF formats and more.
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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 Report||AP||AP Invoices on Hold|
|Batch Detail||AP||AP Batch Detail by Journal Source|
|AP Vendor Lookup||AP||AP Vendor Lookup by Bill and Payment Currency|
|ACH Payment Listing||AP||AP ACH Payment Detail by Date|
|AP Aging||AP||AP Aging by Invoice Date|
|AP All Check Listing||AP||AP Check Detail Listing by Date and Status|
|AP Check Listing||AP||AP Checks Outstanding|
|AP Invoices by PO – Check Number||AP||AP Invoice Detail by GL Account|
|AP Purchasing Detail||AP||AP Invoice Detail by Project and Date|
|AP Subledger Detail||AP||AP Subledger Detail by GL Segment|
|AP Vendor Listing||AP||AP Vendor Demographics|
|AP Cash Balances||AP||Bank Statement Balance Detail|
|AP Trial Balance||AP||AP Trial Balance by Vendor|
|AP Invoice Distributions||AP||AP Invoices Distributions Line Detail|
|Vendor Sites||AP||Vendor Detail by Site ID|
|Invoices by Check||AP||Invoices Paid by Check Number|
|AP Voids||AR||AP Check Voids by Date|
|AR Details||AR||AR Subledger Details|
|Receipt Register||AR||AR Receipt Ledger by Date and Batch|
|AR Adjustments||AR||AR Adjustment Details by GL Segment|
|AR Applied Type||AR||AR Detail Terms by Customer|
|AR Cash Receipts Applied||AR||AR Detail by Line Item and Customer|
|AR Cash Receipts||AR||AR Detail by Type|
|AR Cust Invoice List||AR||AR Invoice Line Items by Customer|
|AR Invoices 11i||AR||AR Invoice Header Information|
|AR Transactions||AR||AR Detail Transactions by Customer|
|FA Cost Center Asset List||OFA||FA Asset Listing by Cost Center|
|FA Book Values||OFA||Fixed Asset Book Value Details|
|FA Depreciation||OFA||Fixed Asset Depreciation Details|
|Fixed Asset Additions||OFA||Fixed Asset Additions by Period|
|GL Daily Balances||GL||GL Daily Balances by Accounting Date|
|GL Journal Sources||GL||GL Journal Header Source|
|GL Organization Lookup||GL||Organization Definitions|
|Summary Balances||GL||GL Balance by Ledger and Segment|
|Journal Batches||GL||GL Journal Batch Headers|
|Journals||GL||GL Journal Details|
|Materials||GL||GL Material Transaction Accounts|
|SLA Drilldown||GL||Single Level Account Drill Down|
|HR Employee Details||HRI||HR Employee Details by Business Group|
|Employee Details||HRI||Employee Details by Business Group|
|Employee Absence||HRI||Employee Absence Detail|
|Current Vacancies||HRI||Current Job Vacancies|
|Appraisals Due||HRI||Employee Appraisals Due|
|Employee Jobs||HRI||Current Job Listing|
|Employee Demographics||HRI||Employee Demographic Information|
|Employee Service||HRI||Employee Years of Service|
|Employee Salary||PAY||Employee Payroll Information|
|Inventory Customer Items||INV||Inventory Billed by Customer|
|Inventory BOM all levels||INV||All Level Components of an Assembly|
|Inventory BOM First Level Assembly||INV||First Level Components of an Assembly|
|Inventory Mfg Items||INV||Inventory of Items by Manufacturer|
|Inventory On Hand||INV||Inventory on Hand Quantities|
|Inventory Quantity on Order||INV||Inventory Quantity on Order by Ship Date|
|Inventory Reservation Qty||INV||Inventory Reservation by Item and Order Number|
|Order Management||OE||Sales Order Details from Order Entry|
|Open Projects||PA||Open Projects by Location|
|Project Statistics||PA||Project Committed vs Actual by Task|
|Projects CIP||IPA||Capital Projects Cost Tracking|
|Projects Invoices||PA||Project Status by Member|
|Projects Listing||PA||Project Listing by Type|
|Projects Task Budget Lines||PA||Project Revenue vs Budget|
|Award Funding Inquiry||PA||Award Funding by Type and Status|
|Awards Budget Funds Check Detail||PA||Award Funding vs Budget by Check|
|Awards by Project||PA||Award Funding by Project|
|Expenditure Inquiry||PA||Project Expenditure by Award|
|Property Management Lease||PN||Lease Detail Lines|
|PO Distributions||PO||Committed PO Distributions|
|Supplier by PO Number||PO||Supplier by PO Number by Date|
|PO Lookup Codes||PO||PO Lookup Codes by Type|
|PO Requistions||PO||PO Requisition Line Detail|
|PO Headers||PO||PO Header Information|
|PO History||PO||PO History by Order Type|
|PO Inquiry||PO||PO General Inquiry by PO Number|
|PO Line Detail||PO||PO Line Detail Line Information|
|PO Line Distributions||PO||PO Line Distribution Details|
|PO Returns||PO||PO Return Items Details|
|Supplier Peformance||PO||Supplier Performance by Turnaround Days|
|Sales Analysis||ASN||Sales Details by Customer and Territory|
|Sales Leads by Rep||ASN||Sales Leads Detail by Rep|
|Sales Quote Lines||ASN||Sales Quotes Lines by ID|
|Sales Quotes Detail||ASN||Sales Quotes Detail by Customer|
|Sales Quotes||ASN||Sales Quotes by Rep|
|Sales Tasks||ASN||Sales Tasks by Owner ID|
|User Lookup||SYS||User Account Details|
|Users||SYS||User Details by Responsibility|
|WIP Scrap Values||WIP||Value of Work in Process for Jobs|
View a listing of the Technical Requirements for Spreadsheet Server.