Excel vs business intelligence:
friends or foes?

Make them friends, and get the best out of this partnership

Phocas_Excel and BI- Friends or Foes_cover



Excel budget templates are great. However, is excel always the right tool for the job?

Are you getting the insights you need? Do you trust the data? Is your excel budget template giving you a quick, efficient and secure way to access data?

If you answered no to just one of these questions, it may be time to rethink using the trusty ol’ spreadsheet. In this eBook, we explore the merits of spreadsheets against a BI Analytics tool in terms:

how data is created, managed, extracted, manipulated and shared within a business
static reporting versus real-time information sharing
data access, reliability and security
multi-dimensional insights versus one-dimensional data
the value of a single source of truth
making collaboration easy

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Benefits of Phocas Analytics


Instantly make data visual by choosing from a variety of charts and graphs that suit your needs, including pie charts, bar graphs, line graphs, bubble charts, gauges, pareto charts, tables and waterfall charts.


The insights from your data are even more impactful when they’re shared with others.
With visualizations that are easy to build on your own, and even easier to share, you can embed them
in a dashboard or scorecard, show them to others within Phocas, send via email and more.

All your data together
Gain a more informed understanding of your business by pulling data together from key systems such as ERP, CRM, website and phone data into one holistic view you can easily comprehend.