Painless Real Time Data Analysis and Reporting with Excel

Why XLReport Will Make Your Excel Reporting Easier, More Effective and Quicker

1Easy Live Data Connections

Connect to the most common databases like MS SQL Server, MS Access, MySQL, Oracle, Informix, DB2, Excel, text files and any other database that has an ODBC or OLEDB driver.

Re-use Data Connections

Once you connected to a data source, you can use this link for each new XLReport Query you want to create;
no need to re-connect over and over.


2Build your XLReport Queries just as you need them

There is practically no limitation to building your queries with the XLReport Visual Query Builder.
You can even create heterogeneous and union queries from multiple and different data-sources.

The Visual Query Builder requires only basic SQL knowledge

The Visual Query Builder allows you to write any imaginable query without limitations in a visual drag & drop mode; no need to write SQL queries manually.

Query without limitations

Filter, apply functions, date functions, concatenate fields, add aggregate & summary functions and create pre-calculated fields.

Assign auto-filters like "Next Month", "Current Year", "Next Week", etc.

Define parameterized queries so when you run it, it prompts for criteria to use. You select the records for the result set so that the same query can be used to retrieve different result sets.

Create Queries from existing XLReport Queries

Besides building queries from your database tables and views, XLReport also allows designing queries from already existing XLReport Queries. It also combines XLReport Queries with database tables and views.

Create variations of your Queries

Edit an existing XLReport Query and save it as a new one, allowing you to create a set of similar queries.

Re-use SQL from other applications

You can copy and paste existing SQL statements from other applications into XLReport and it will construct the Query automatically.

 


3Save Your XLReport Queries

Once a Query was saved it is always accessible from within the XLReport Project Explorer.

No need to rebuild it over and over again.

Organize your Queries

Organize your XLReport Queries with projects and folders so you can keep related data (ERP, CRM, Financial, Human Resources, etc.) objects together.

Edit your Queries

You can edit the saved query at any time and also create a variation of it.

 


4Insert the queried Data into Excel

Select the XLReport Query object from within the Project Explorer and insert its underlying data as:

ExcelStatic Sheet

This inserts the raw static data into Excel.

ExcelLive – Real Time Sheet

This inserts a live real time connected data set into Excel.

ExcelLive – Real Time Pivot Table

This inserts a live real time connected data set into Excel.
Optionally, you can choose to also insert a live real time connected Pivot Chart.

All prior options allow you to either insert the data into a new Excel sheet or into a specified range.


5Retrieve your most recent Data

If you created a live real time connected XLReport Excel sheet or Pivot Table you only need to click the button "Refresh Data" and XLReport will retrieve all current data.

If you applied formatting to your data prior, it will still be preserved. No need to re-format your reports repeatedly.

If parameters were defined in the query, clicking the "Refresh Parameter" button will ask you to enter new input parameters.

Clicking the "Refresh Fields" button it will refresh with the most recent field definition of the underlying query.

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6Be secure

Your Data Connection strings are encrypted and not visible to end-users.
This makes it secure to deploy XLReport Excel files to end-users.

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5Easily distribute your XLReport Query objects and projects

If you distribute an Excel file with an embedded real time connected XLReport, then the end user only needs to "Refresh" the sheet and they will receive the most current data set.

If several people are working on creating XLReport Excel files, you can export and import individual XLReport objects and projects to deploy to other users.

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