19-20th May, Hyatt Regency Birmingham

Epicor XL Connect & XL Broadcast

Presented By:

Chris Purcell Product Marketing Manager

Felicity Seymour-Morris - Senior System Engineer
Copyright Epicor Software Corporation 2011.

 What is Epicor XL Connect?

The Reporting Gap

XL Connect Demonstration
What is Epicor XL Broadcast?
XL Broadcast Demonstration

Additional Information
Questions and Answers
Next Steps

Copyright Epicor Software Corporation 2011.

Instant Poll #1
How often do you use Excel to
access, arrange, analyze, or
augment financial information?
o Several times per day
o Once per day
o A few times per week

o Once per week

o Infrequently

Copyright Epicor Software Corporation 2011.

What is Epicor XL Connect?

Epicor XL Connect is a business reporting and
analytics solution that provides real-time, secured
access to Epicor data from Microsoft Office
Excel.

Epicor XL Connect makes it easy for users to create

and refresh reports in Excel, combining Enterprise
data with additional lookups and calculations to get the
answers you need without the usual challenges of
gathering and updating the source data.

Copyright Epicor Software Corporation 2011.

Epicor XL Connect
The Reporting Gap

REPORT CONSUMERS

G A P

REPORT CREATORS

Heres what I

Tools,

I can do

want to see.

and skills

data,

that.

Copyright Epicor Software Corporation 2011.

Epicor XL Connect
The Reporting Gap

REPORT CONSUMERS

Heres what I
want to see.

1. Access to real-time data from the ERP

REPORT CREATORS
system.
G A P

2. The ability to combine the ERP data with

Tools, data, lookups, or calculations.
non-ERP
I can do
data,
3. Formatting that is intuitive and informative.
that.
and skills
4. No special skills required (dont want to
wait in the IT queue).

Copyright Epicor Software Corporation 2011.

Epicor XL Connect
The Reporting Gap

REPORT CONSUMERS

Heres what I
want to see.

1. Access to real-time
data from the ERP
LIVE
REPORT CREATORS
system.
G A P

2. The ability to
combine the ERP data with
COMPLETE
Tools, data, lookups, or calculations.
non-ERP
I can do
data,
3. Formatting that is intuitive and informative.
WELL-FORMATTED
that.
and skills
4. No special skills required (dont want to
wait in the IT queue).
EASY

Copyright Epicor Software Corporation 2011.

Epicor XL Connect
The Reporting Gap

REPORT CONSUMERS

G A P

REPORT CREATORS

Heres what I

Tools,

I can do

want to see.

and skills

data,

that.

Copyright Epicor Software Corporation 2011.

Epicor XL Connect
The Reporting Gap

REPORT CONSUMERS

G A P

REPORT CREATORS

Heres what I

Tools,

I can do

want to see.

and skills

data,

that.

Copyright Epicor Software Corporation 2011.

Epicor XL Connect

Epicor XL Connect gives you

the data you need
in the format you want
with the skills you already have.

Copyright Epicor Software Corporation 2011.

The magic is in the

functions.

Copyright Epicor Software Corporation 2011.

Real Excel Functions for Enterprise Data

Imagine using functions like
=MTDNET() for month-to-date net
balance or =BUDYTD() for year-todate budget to pull in just the data you
need based on cell-based parameters
like year, period, currency, segments,
and reference codes.
Dozens of functions combine with
drag-and-drop analysis sets that
already know your data make report
creation a snap.

Copyright Epicor Software Corporation 2011.

Instant Poll #2
Which of these reasons for
using Excel for reporting and
analysis apply to your situation
(select all that apply)?
Need additional data
Need additional calculations on
existing data
Flexible formatting
Already have the skills

Easy distribution of reports

Other
Copyright Epicor Software Corporation 2011.

What Problems Does This Solve?

Unsecured access to data

Power users have to write SQL queries

Users have to understand the data tables
and columns

ERP data needs to be combined with

other data, lookups, or calculations
Tons of data need to be in a single
sheet to support PivotTables

Summary and detailed information

on-demand
Static, one-use reports are expensive and
have temporary value
Gigantic Excel files
Slow refresh performance
Copyright Epicor Software Corporation 2011.

Lets take a look...

Copyright Epicor Software Corporation 2011.

XL Broadcast

Copyright Epicor Software Corporation 2011.

What is XL Broadcast?
Epicor XL Broadcast
is an Excel add-in
that provides a
simple way to
automate the
distribution of Excelbased reports (in full
or in part) to multiple recipients in multiple formats.

It does not require connectivity to or integration with any

Epicor product (including XL Connect) and can be used
with any Excel workbook.

Copyright Epicor Software Corporation 2011.

Instant Poll #3
Does someone in your
organization produce and
distribute Excel-based reports
to other people on a regular
basis?
Yes
No

Copyright Epicor Software Corporation 2011.

What Problems Does It Solve?

Manual Work
No need to maintain multiple variations of the same report
Automated emailing of reports and notifications
Automated filing of reports in a shared folder

Automate adding attachments to notifications

Risks
No more out-of-date information
Eliminate errors of sending the wrong file or the wrong
information

Copyright Epicor Software Corporation 2011.

It Couldnt Be Easier

On a single worksheet in an Excel workbook, configure

Who to send to

With what subject line

What to send (sheets and/or

specific data filters)

With what body text

In what format (Excel, PDF, XPS)

With what attachments (if any)

Under what conditions (IF logic)

Copyright Epicor Software Corporation 2011.

Lets take a look...

Copyright Epicor Software Corporation 2011.

Additional Information

Copyright Epicor Software Corporation 2011.

Additional Information
Compatibility
XL Connect 9.05

XL Connect 7.4 SP1

Epicor 9.05.603

Epicor Enterprise 7.3.6 SP3 and 7.4 SP1

SQL Server 2008, 2008 R2

SQL Server 2000, 2005, 2008

Windows XP Professional, Vista, 7

Windows 2000 Professional SP4, Vista,

XP, 7

Excel 2003, 2007, 2010

Excel 2003, 2007, 2010

For more compatibility details and the latest updates, see the
Epicor Compatibility Matrix or Enterprise Compatibility Matrix on EPICweb.

Content Packs
XL Connect 9.05
GL (included)

XL Connect 7.4 SP1

GL (included) and AP (separate)

Copyright Epicor Software Corporation 2011.

Compatibility and Installation

Epicor XL Broadcast 9.05 is compatible with:
Microsoft Excel 2007
XL Broadcast has no integration to Epicor or other applications,
including XL Connect. It can be used in any Excel workbook.
Installation is a snap can be done in minutes.

Copyright Epicor Software Corporation 2011.

 Questions?

Copyright Epicor Software Corporation 2011.

Next Steps
Visit EPICweb
epicweb.epicor.com
Download the fact sheets from EPICweb
Share the 1-minute preview,
5-minute demo, and 5-minute video with
colleagues
Request a full demo

Copyright Epicor Software Corporation 2011.

More Information on EPICweb 3 Clicks

Copyright Epicor Software Corporation 2011.

More Information on EPICweb 3 Clicks

Copyright Epicor Software Corporation 2011.

More Information on EPICweb 3 Clicks

3
Ta-da!

Copyright Epicor Software Corporation 2011.