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January 01, 2022
Excel Add-In for Reporting in SAP Business ByDesign
The add-in is a feature that enables you to create and edit workbooks in Microsoft Excel. These workbooks include reports from the corresponding SAP Business ByDesign tenant and are susceptible to being edited using Excel's vast array of features. Workbooks created in Excel can be saved and viewed by the tenant in various work centers.
When do we use it?
- When we need to slice and dice information
- When we want to edit reports to reflect specific information that is not available in the tenant
- When we want to use the features unique to Microsoft Excel to edit the reports in the system
What are the benefits?
- You can save multiple reports in the same workbook. This enables users to have various reports readily accessible in one workbook.
- The add-in feature enables users to take advantage of the various functions within Microsoft Excel.
- It also enables users to view multiple reports in one worksheet.
How to use it?
- Download the add-in from the download center in the application in User Management.
- Log on to the add-in using SAP Business ByDesign credentials.
- Once logged in, insert a report into the workbook. If desired, multiple reports are able to be downloaded into the workbook.
- Use view and selection to modify the report and choose which information to display when viewing the report.
- Refresh the report to update the workbook with any changes in the tenant. Save the workbook to be able to access it later and view it in a variety of work centers within SAP Business ByDesign.
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SAP Business ByDesign is a cloud-based Enterprise Resource Planning (ERP) software application designed for fast-growing mid-market businesses without the complexity and cost of ERP software. SAP Business ByDesign is an essential tool for growing mid-market businesses. It helps businesses grow while also adapting to each business's custom strategy.