spreadsheet - teamcain spreadsheet server jde.pdf · exporting of jde balance or transaction level...

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No more downloading or re-keying/ exporting of JDE balance or transaction level data The cloud-based QueryExchange™ allows the JDE user community to share pre- configured queries Create any custom queries within JDE or any other relational database G X for JD Edwards ® Complements your existing BI Strategy + Enhanced data analysis leveraging new features in Excel 2013 v Connect-ability from Excel to multiple data sources across a variety of ERP platforms Reduce data calculation times by incorporating big data with SMARTcache™ (IMDB) r a Access these JD Edwards subsystems: Benefits: Drill-down to sub-ledger detail in any JDE module Retrieve fixed asset totals based upon account and asset criteria with drill-down to detail, for FA reporting FASTR Report Conversion Perform job costing reporting and analysis Eliminate requirement for IT or super-users to create/change financial reports Use the narrative reporting feature of Spreadsheet Server to automatically generate your pre-formatted Excel reports in Word, PDF, or HTML format No staging area or data warehouse required. Deploy in minutes OF MICROSOFT EXCEL YOUR JD EDWARDS ® DATA COMBINE THE FAMILIARITY WITH THE POWER OF SPREADSHEET SERVER Spreadsheet Server works as an intuitive Microsoft® add-in providing live reporting and analysis from JD Edwards into Excel. GL, AR, AP, FA, Inventory, ALM, CRM, FMS, HCM, HSE, PM, SCM, MFG and more...

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Page 1: SPREADSHEET - TeamCain Spreadsheet Server JDE.pdf · exporting of JDE balance or transaction level data ... • Use the narrative reporting feature of Spreadsheet Server to automatically

No more downloading or re-keying/exporting of JDE balance or transaction level data

The cloud-based QueryExchange™ allows the JDE

user community to share pre-configured queries

Create any custom queries within JDE or any other

relational database

G

X

for JD Edwards®

Complements your existing BI

Strategy

+ Enhanced data analysis leveraging new features in Excel 2013

v

Connect-ability from Excel to multiple data

sources across a variety of ERP

platforms

Reduce data calculation times by incorporating big data with SMARTcache™ (IMDB)

ra

Access these JD Edwards subsystems:

Benefits:• Drill-down to sub-ledger detail

in any JDE module• Retrieve fixed asset totals based

upon account and asset criteria with drill-down to detail, for FA reporting

• FASTR Report Conversion• Perform job costing reporting

and analysis• Eliminate requirement for IT or

super-users to create/change financial reports

• Use the narrative reporting feature of Spreadsheet Server to automatically generate your pre-formatted Excel reports in Word, PDF, or HTML format

• No staging area or data warehouse required.

• Deploy in minutes

OF MICROSOFT EXCEL

YOUR JD EDWARDS® DATA

COMBINE THE FAMILIARITY

WITH THE POWER OF

SPREADSHEET SERVER

Spreadsheet Server works as an intuitive Microsoft® add-in providing live reporting and analysis from JD Edwards into Excel.

GL, AR, AP, FA, Inventory, ALM, CRM, FMS, HCM, HSE, PM, SCM, MFG and more...

Page 2: SPREADSHEET - TeamCain Spreadsheet Server JDE.pdf · exporting of JDE balance or transaction level data ... • Use the narrative reporting feature of Spreadsheet Server to automatically

Retrieve dynamic period, year-to-date,

life-to-date and quarter balances using simple Excel formulas. Formula wizard is available

to assist users in creating new formula expressions. Segment descriptions can also

be retrieved or single accounts.

Use wild cards, ranges, segment

lists, or groups and sets to retrieve any

combination of accounts into a single

spreadsheet row. Segment Lists are user defined combinations of segments that are

set at the local level or can be shared among

multiple users.

COMBINATION STATION

Dynamic drill down capabilities allow for

review of detailed account balances and journal entry

information. Combine your reporting with

account analysis to achieve more

efficient analysis of your key data.

DRILL, DRILL, DRILL

Automate the distribution process of your reports by using Distribution Manager Utility

within Spreadsheet Server. Print or

email your reports, all with the click of a

button.

SIGNED. SEALED. DELIVERED.

Spreadsheet Server users have full access to

Global’s cloudbased QueryExchange™, a

query repository shared by users around the globe. With intuitive search capabilities,

users can immediately see, download and use

queries built by their fellow JDE users directly

in Microsoft® Excel.SHARING IS CARING

Spreadsheet Server uses

company level security as

defined in your JDE application.

LOCK IT DOWN

DYNAMITE BALANCES

let’s talk.

a e

L

E

CSPREADSHEET S E R V E R

by Global Software, Inc.

Trademark Acknowledgements: Microsoft and Excel are registered trademarks of Microsoft Corporation in the United States and/or other countries. Global Software, Inc. is not associated or affiliated in any manner with the respective owners of the foregoing trademarks, trade names or service marks unless expressly stated otherwise. The respective owners of the foregoing trademarks, trade names or service marks have not endorsed, certified or approved any of Global Software, Inc.’s products for use in connection with their respective products.

FASTR REPORT CONVERSION

The FASTR conversion utility allows for quick conversion of the row definition detail within

a FASTR report.

G...AND MORE

BUSINESS KPI AND ROLE-SPECIFIC DASHBOARDS

BALANCE SHEETSINCOME STATEMENTSSALES REPORTINGBUDGET FORECASTINGEQUAL EMPLOYMENT OPPORTUNITY REPORTINGPROJECT MANAGEMENT REPORTING

PURCHASE ORDER TRACKINGAGING DELINQUENCY REPORTSINVENTORY MANAGEMENT

INVENTORY DEFICIT REPORTS

OPEN ORDER REPORTS

RENTAL UNIT ANALYSIS HEAD COUNT REPORTS

INVENTORY DETAIL LISTING BY ITEM CLASS

EQUIPMENT COST WITH PARENT/CHILD DETAILSCURRENT PERIOD SHIPMENTSFIXED ASSET ROLLFORWARDMASTER REAL ESTATE TAX BY GEOGRAPHIC REGION

.. .PO Box 1956 Peterborough, Ontario Canada, K9J 7X7 Phone: +1.800.861.7628 ext. 246 teamcain.com globalsoftwareinc.com