{"id":4059,"date":"2024-11-18T09:00:19","date_gmt":"2024-11-18T08:00:19","guid":{"rendered":"https:\/\/data4success.de\/?p=4059"},"modified":"2024-11-15T11:43:33","modified_gmt":"2024-11-15T10:43:33","slug":"magic-excel-files-automated-data-update-for-more-efficiency","status":"publish","type":"post","link":"https:\/\/data4success.de\/en\/magic-excel-files-automated-data-update-for-more-efficiency\/","title":{"rendered":"Magic Excel files - Automated data updating for greater efficiency"},"content":{"rendered":"<div data-elementor-type=\"wp-post\" data-elementor-id=\"4059\" class=\"elementor elementor-4059\" data-elementor-post-type=\"post\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-dabe863 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"dabe863\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-111a774\" data-id=\"111a774\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-6b54971 elementor-widget elementor-widget-text-editor\" data-id=\"6b54971\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Who isn't familiar with monthly reporting, budget monitoring and sales reports? For many of us, this usually means logging into an ERP system such as Microsoft Dynamics once a month, downloading the required data and copying it into Excel or PowerPoint. This manual process is not only time-consuming, but also carries the risk of errors and outdated data.<\/p><p>But what if these files were \"magical\"? If they automatically updated themselves when opened and always contained the latest data? In fact, this has been possible for over 20 years! Modern Excel and PowerPoint files can be set up so that they automatically connect to the ERP system when opened and retrieve the latest data.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-8811c31 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"8811c31\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-b0517c5\" data-id=\"b0517c5\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-359ea63 elementor-widget elementor-widget-text-editor\" data-id=\"359ea63\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<h3>What are magic files?<\/h3><p>Magic files are reports and presentations that automatically update themselves with the latest data when they are opened. You no longer have to manually update, copy or paste anything. Simply open the file and the latest data is available for your monthly reports, budget monitoring and planning.<\/p><p>Imagine opening an Excel file, automatically connecting to your Microsoft account, and within seconds all the data is updated - without you having to lift a finger. This technology is based on so-called <strong>OLAP cubes<\/strong> and integration with systems such as <strong>Microsoft Dynamics<\/strong>.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-39a2727 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"39a2727\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-3db9ff1\" data-id=\"3db9ff1\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-740b63f elementor-widget elementor-widget-html\" data-id=\"740b63f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"html.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div style=\"position: relative; padding-bottom: 62.5%; height: 0;\"><iframe src=\"https:\/\/www.loom.com\/embed\/399ab66809b84d5fa180d80477efe08b?sid=3ae083c4-ac6e-4ce0-9f46-b2e832711124\" frameborder=\"0\" webkitallowfullscreen mozallowfullscreen allowfullscreen style=\"position: absolute; top: 0; left: 0; width: 100%; height: 100%;\"><\/iframe><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-83a01f8 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"83a01f8\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-0df253a\" data-id=\"0df253a\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-b53b4ee elementor-widget elementor-widget-text-editor\" data-id=\"b53b4ee\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<h3>\u00a0<\/h3><h3>How does the automatic update work?<\/h3><p>For over two decades, Excel has enabled automatic data updating through the use of data connections. These can be set up to connect to your ERP system, for example Dynamics. When you open the file, the queries are executed and the latest data is loaded. The process often only takes a few seconds and is child's play:<\/p><ol><li><strong>Open the file<\/strong>The file automatically connects to your ERP system at startup.<\/li><li><strong>Registration<\/strong>The connection is usually made via your Microsoft account.<\/li><li><strong>Query is executed<\/strong>The data is updated within a few seconds and the OLAP queries retrieve the latest information.<\/li><li><strong>Updated reports<\/strong>Your file is now filled with the latest data - and you no longer have to perform any manual steps.<\/li><\/ol>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-f69e8b3 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"f69e8b3\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-b6ab787\" data-id=\"b6ab787\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-1762408 elementor-widget elementor-widget-text-editor\" data-id=\"1762408\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<h3>The advantages of automated reports<\/h3><p>The advantages are obvious:<\/p><ul><li><strong>Time saving<\/strong>No manual data updates and no sources of error due to copy-paste.<\/li><li><strong>Actuality<\/strong>You always have the latest figures without having to worry about updating them.<\/li><li><strong>Efficiency<\/strong>Whether sales reports, monthly reports or budget controls - your reports are always up to date and can be used immediately.<\/li><\/ul><p>These automated reports can be set up not only for Excel, but also for PowerPoint. This means you always have up-to-date data in presentations and save yourself the monthly update and manual adjustment.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-aeb109d elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"aeb109d\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-6e0179f\" data-id=\"6e0179f\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-3ee5889 elementor-widget elementor-widget-text-editor\" data-id=\"3ee5889\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<h3>Do your reports already work \"magically\"?<\/h3><p>If your reports and files are not yet updated automatically, you should definitely consider this option. Whether it's sales reports, seat position reports or monthly analyses - automatic data updating saves time, reduces errors and ensures that your figures are always up to date.<\/p><p>If you are interested in how your reports and files can become \"magical\", please get in touch with us. We can show you how to connect your reports to ERP systems such as Dynamics and harness the power of automation. This puts an end to manual updates and allows you to concentrate on the essentials: well-founded decisions based on data that is always up to date.<\/p><p>Please visit our <a href=\"https:\/\/data4success.de\/en\/training-courses-power-bi\/\">Training<\/a>if you want to gain further new knowledge about Power BI and the world of Business Intelligence.<\/p><p>If you have any further questions on this topic or require support with your data analysis, please do not hesitate to contact us.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>","protected":false},"excerpt":{"rendered":"<p>Wer kennt sie nicht, die monatlichen Reportings, Budget\u00fcberwachungen und Vertriebsberichte? Meistens bedeutet das f\u00fcr viele von uns, sich einmal im Monat ins ERP-System wie Microsoft Dynamics einzuloggen, die ben\u00f6tigten Daten herunterzuladen und in Excel oder PowerPoint zu kopieren. Dieser manuelle Prozess ist nicht nur zeitaufwendig, sondern birgt auch das Risiko von Fehlern und veralteten Daten. [&hellip;]<\/p>\n","protected":false},"author":4,"featured_media":4069,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-4059","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-uncategorized"],"_links":{"self":[{"href":"https:\/\/data4success.de\/en\/wp-json\/wp\/v2\/posts\/4059","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/data4success.de\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/data4success.de\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/data4success.de\/en\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/data4success.de\/en\/wp-json\/wp\/v2\/comments?post=4059"}],"version-history":[{"count":8,"href":"https:\/\/data4success.de\/en\/wp-json\/wp\/v2\/posts\/4059\/revisions"}],"predecessor-version":[{"id":4070,"href":"https:\/\/data4success.de\/en\/wp-json\/wp\/v2\/posts\/4059\/revisions\/4070"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/data4success.de\/en\/wp-json\/wp\/v2\/media\/4069"}],"wp:attachment":[{"href":"https:\/\/data4success.de\/en\/wp-json\/wp\/v2\/media?parent=4059"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/data4success.de\/en\/wp-json\/wp\/v2\/categories?post=4059"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/data4success.de\/en\/wp-json\/wp\/v2\/tags?post=4059"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}