Excel4apps vs. Logi Symphony

We have to calculate most all Lab / Pilot / Proposals sizing and results. The automated calculations in [Excel4apps] is awesome, as once you are familiar with them, it is easy to quickly implement them when needed.

Incentivized

For all the scenarios I have so far worked on or I am currently working on, Dundas BI has proved to be more than adequate and apt to handle all of those. It is a very easy-to-use tool with quick shortcuts enabling you to prepare ad-hoc reports or dashboards in a matter of minutes.

Incentivized

• Easy to install and maintain. After the initial installation, there is little involvement by the technical administrators.
• Cloning production to a test environment does not require any additional setups unlike Oracle EBS which does.
• Loading data and reporting on this data is handled via EXCEL spreadsheets which is the "language" of our financial users.

Incentivized

• Project organization from Development to Production, you get a production and development license but I think the best way to do it is with DEV and Prod project in the Production box. Use the development box for testing updates and really crazy things. With the Dev and Prod projects on the same box, you just publish from Dev to Prod and you are done. Users only have access to the Prod projects so no one can mess up what you are working on.
• Security - If you have a hierarchy (subsidiaries, divisions, department, teams) and you want each group to see only their data, then Security hierarchies are for you!
• Dependent filters! What's this you ask? Here is an example of how it can be used, in your company you have departments and who works for what department is in your database. You make a dashboard that has a department filter (only show these departments), a managers filter, and employee filter. Not every manager or employee is in multiple departments usually only one. With dependent filters you can say that the manager and employee filter are dependent on what is selected in the departments filter so when you go to filter them they only show the managers or employees that are part of that department, and you can even it do so employees are not only dependent on department but on manager as well. Then it gets even better as it can be done in reverse as well so when you select a manager then go to the department it only shows the departments he works for (there are better situations where this is more useful).
• It is scriptable! From calculate columns, null replacements, button actions, load actions, hover over events there a way to do what you want.
• They are constantly improving and listens to your suggestions.

Incentivized

• It is possible but difficult to retrieve data or set criteria from different module into a single report or retrieve. If it is more user friendly instead of having to create a complex formula to retrieve the data, this function will be utilized more often.
• It will be nice to have visual (graphs, etc.) report template available
• It is helpful if we can retrieve data for a range of date, instead of just YTD, PTD etc. and multi-year data all at once for comparison too.

Incentivized

• Not too many cons for how we use the application. It really is easy and powerful. Very powerful.
• Licensing is one thing that could be looked into. It is simple, but a little confusing. For example, if I get a license today, but a new release comes out tomorrow, it seems that the license doesn't work with the new release. Maybe that is by design, but it would be nice to clearly understand.

I am not a power user of Excel. So I find Exel4apps a friendlier version of the things that I could do on Excel and making it easier with a magic wand.

Incentivized

We are still in the implementation phase, but so far we are finding it to be easy to use and learn. The eLearning courses that they have made available for free, as well as User Forums and other training videos have made even difficult concepts easier to understand.

I have not needed support yet

Incentivized

We have bi-weekly calls with our Success Manager, as well as access to support as needed. Any question that I have had, multiple people have been willing and able to jump on a call to talk me through it, or send an email with the solution

Providing that you have the client's needs well known, creating BI content using Dundas BI is a walk in the park!

Excel4apps is more user friendly and can retrieve data much easier and in a nicer format than Jaspersoft. Qlik Sense is useful and have more visual reporting and dashboard. However, it is usually used for higher level of analyses and review. Yardi is used for specific purpose, which is different than Excel4apps. Excel4apps can pull all the financial data from Oracle, including billing and collections.

Incentivized

Per dollar spent, it offers the widest range of features of the tools that we evaluated. It offers lots of options for how to configure your environment, though they are not always intuitive to figure out. Having an ETL layer was a must have for us, as well as the ability to host to secure HIPAA compliance. It is not a replacement for ad hoc reporting, but does a great job of creating parameterized reports and dashboards that look great.

Incentivized

• Increase team transparency
• Increased reporting

Incentivized

• Coming from an SQL based standard delivery model, Dundas BI has provided a fantastic rate of ROI.
• The preparation and delivery time has reduced from weeks to just a few hours.

Incentivized