Microsoft Excel Reporting Tools in the HR solution

Objective

Records and data contained within the Hubdrive solution can be exported to a series of analytical tools such as Excel Worksheets both Static and Dynamic, and Pivot Tables. These tools can be used in a variety of ways to collate, analyze, and leverage data. This helps you to make decisions on organizational strategy and policy using the most accurate and up to date information.

Online Spreadsheets with Hubdrive

Open your app data in Excel Online and make quick edits or do an ad-hoc analysis. You can make changes to your app data in Excel Online and then save the updated information back to your app.

Using Excel Online in conjunction with Hubdrive means that HR Managers and users across the employee base can make real-time adjustments to data. Hubdrive and Excel are part of the Microsoft ecosystem, which provides a consistent user experience and leverages familiar interfaces, reducing the learning curve for users.

When exported to Excel Online, the data is stored temporarily and is made available for minor, ad-hoc, adjustments that are reflected once the Excel file is uploaded back in to the Table it was extracted from. 

This function provides robust data analysis tools, such as PivotTables, Power Query, and advanced formulas, which can be used to analyze data directly from Microsoft Dynamics. These data validation tools help ensure the accuracy and consistency of data before it's imported into Microsoft Dynamics, reducing the likelihood of errors.

Static Worksheets in Hubdrive

Exporting data to an Excel static worksheet from Microsoft Dynamics is straightforward and user friendly process. The exported worksheet mirrors the field order, sorting, and field widths displayed in Dynamics and provides enhanced data handling with the ability to save and open the .xlsm file for offline access to your data. This provides flexibility for users to work without needing a constant internet connection, the data can be adjusted and uploaded when convenient to ensure the data in your system is accurate and up to date. 

Exported fields include currency, date, and time values and can be formatted in a number of ways to suit the requirements of the data end user. This means that editing data and importing that data can happen in real-time using the Excel Static Worksheet. Fields such as a contact’s name or address could be part of the exported data, simply make edits in Excel, and then import back to the HR solution for changes.

Static worksheets can be shared via email, Teams, or stored in a shared location. Recipients can view all data regardless of their Dynamics access privileges. By exporting static worksheets, teams can collaborate more effectively, sharing insights and analyses derived from the data, crucially, recipients of the static worksheet do not need Dynamics access to view the data, facilitating broader collaboration and communication. Excel’s Protected View settings can be managed to ensure data security while maintaining functionality.

Using Excel Static Worksheets with Microsoft Dynamics offers a robust solution for data management, providing ease of use, flexibility, and enhanced data handling capabilities. Whether you need to analyze data offline, share information with stakeholders, or customize views: this functionality ensures you can efficiently manage and utilize your data.

Dynamic Worksheets in Hubdrive

Using Excel Dynamic Worksheets offers HR Managers and users across the employee base to access extensive data directly from Dynamics, making it easier to analyze, report, and act on critical business information. Users are able to export up to 100,000 rows at a time from the HR solution directly to the worksheet, accommodating substantial data volumes and reducing the need for multiple export operations.

Dynamic worksheets allow you to refresh data in Excel to reflect the most recent changes made in Hubdrive, ensuring you always work with current data, with the refresh feature, users can easily synchronize Excel worksheets with Dynamics data without repeated exports.

Users are able to share dynamic Excel files with colleagues within the same domain, facilitating better collaboration by enabling multiple users to access up-to-date data for joint analysis and decision-making. At the same time, permission-based viewing allows recipients to see only the data they are authorized to see, ensuring data privacy, security and compliance.

Data within the Hubdrive solution can be downloaded, edited, customized, and saved back to the HR solution, streamlining data management tasks ensuring precise analysis, and improving efficiency. After export, easily format currency values and manage date and time data to meet specific reporting needs and import back in to your system to ensure that the data is as accurate and up to date as possible.

Excel offers the ability for users to leverage the familiar environment to manage and analyze Dynamics data, reducing the learning curve and increasing user adoption.

Excel Dynamic Worksheets with Microsoft Dynamics provide a robust solution for real-time data management, high-volume exports, and secure collaboration. They enhance operational efficiency and streamline workflows, making them an essential tool for businesses looking to optimize their data management and decision-making processes.

Pivot Tables in Hubdrive

Pivot Tables in Microsoft Dynamics offer a multitude of benefits for businesses seeking to analyze and present their data efficiently. These tools serve as dynamic means to summarize, analyze, explore, and present summary data in a comprehensible format.

Pivot Tables are instrumental in querying large organizational datasets, facilitating a detailed review of numerical data, and creating custom calculations and formulas to derive meaningful insights. Moreover, they allow users to expand or collapse data levels, drill down into details, and pivot rows to columns or vice versa to visualize different summaries of the source data.

With features like filtering, sorting, grouping, and conditional formatting, PivotTables enable users to focus on important and, often, strategic or business critical information allowing users to make informed decisions.