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Re:Finance Pros Say You’ll Have to Pry Excel Out of Their Co... by btilly on Thursday November 30, 2017 @06:53PM (#15820757)
At a former job I had to build a reporting system. And had the trust to build it however I wanted. But it was my job to make it sufficiently useful that everyone would use it.

The smartest thing that I did was make it accessible from Excel. You could build a spreadsheet off of my report. Refresh the spreadsheet, the report ran, you got updated data.

I got essentially 100% adoption, and the rest of my job was spent finding people who needed data and adding it as an option to the reporting system.

Usually you expect a complex reporting system to have features like graphing, pivot tables, etc, etc, etc. My answer to all of that was, "You can already do that in Excel. I could spend a lot of time on it but I'm not going to do it as well as what you already have."

Re:Finance Pros Say You’ll Have to Pry Excel Out of Their Co... by inopinatus on Thursday November 30, 2017 @10:06PM (#15821601)
The best non-core feature I ever added to my SaaS service remains live import/export to Google Sheets.

My customers are not finance people, but they were using ad-hoc spreadsheets extensively and most of them through G suite. By implementing bidirectional sync for both master data and outputs they have the best of both worlds.

The Google Drive and Sheets APIs (and especially the on-change push notification callbacks) are not a pretty sight but once the twisty maze of nested data structures, webhooks and OAUTH2 and what-have-you were successfully navigated we got an efficient, complete and stable solution that everyone's happy with.

Re:Finance Pros Say You’ll Have to Pry Excel Out of Their Co... by sdrinf on Thursday November 30, 2017 @09:14PM (#15821417)
This sounds an incredibly useful capability to have. May I ask which data connector did you used to pull data, and how did you made it available in that format from the app side?
Re:Finance Pros Say You’ll Have to Pry Excel Out of Their Co... by emidln on Thursday November 30, 2017 @09:55PM (#15821561)
Excel has a feature for pulling data stored in HTML tables into a sheet called "Web Queries"[0]. It also has a feature for automatically building these in the form of .iqy files. When I worked at Abbott Labs, it was a big deal to be able to offer export-to-Excel in a way that Excel could refresh automatically (or manually). This made it a breeze since we could register an .iqy serializer for a dataset and just give a download link to it in place of a CSV, JSON, or XML file.

[0] https://support.office.com/en-us/article/Get-external-data-f...

Re:Finance Pros Say You’ll Have to Pry Excel Out of Their Co... by btilly on Friday December 01, 2017 @03:15PM (#15826954)
That was exactly how I did it. The only major downside was that I had to be sure to keep the html consistent, and couldn't require login.

Since it was a system for internal use, that was deemed acceptable.

Re:Finance Pros Say You’ll Have to Pry Excel Out of Their Co... by cm2187 on Friday December 01, 2017 @02:52AM (#15822586)
If you can code, I suggest creating a custom addin with something like ExcelDNA. You offer an excel function to load the report in memory based on a given date, name or whatever. And a few functions to query that loaded report, that take as parameter the value returned by the load function to identify the report.

So that gives the user the ability to query for a certain date, or sum for a date range, or to get a breakdown by some meta data. Being able to load multiple reports allows them to do deltas. And switching to a newer version of the report just takes changing the argument of the load function and press F9.

Worth also giving the users sample spreadsheet, or having a way to export the full report with all these formulas in Excel so that they can learn by example.

The only thing to watch for is memory clean up. You need somehow to have a way to unload all reports otherwise your memory blows up over time.

Re:Finance Pros Say You’ll Have to Pry Excel Out of Their Co... by protomyth on Thursday November 30, 2017 @10:47PM (#15821761)
Yep, the most useful program I ever wrote for business was a Perl script that ran SQL against a Sybase database and sent the output as a spreadsheet. Multiple return sets went on multiple sheets. Took the column names from the return sets and did decent formating of data. Then the user would do all the fun stuff.
Re:Finance Pros Say You’ll Have to Pry Excel Out of Their Co... by cm2187 on Friday December 01, 2017 @02:39AM (#15822546)
That’s a very good approach. I found the best way to do that it to be able to query the report with Excel formula (which is probably what you did). It gives an incredible flexibility to the business to build tables and charts for whatever presentations they need to do.
Re:Finance Pros Say You’ll Have to Pry Excel Out of Their Co... by PeachPlum on Friday December 01, 2017 @04:51AM (#15822940)
Similar here.

My Julia code creates Excel sheets including charts and sparks

I use this shiv to Python's XlsxWriter

https://github.com/lawless-m/XlsxWriter.jl

With a bit of effort you can even make it set up scenarios for Excel solver