Epicor XL Connect

Epicor XL Connect is a business reporting and analytics solution

Epicor XL Connect that provides real-time, secured access to your Epicor data from
Microsoft Office Excel. It delivers simple, yet powerful to anyone
The data you need in the who uses spreadsheets to gather and arrange business data. As
format you want with the skills an Excel add-in, Epicor XL Connect makes it easy for users to
you already have. create and refresh information in Excel, combining Epicor data with
additional lookups and calculations to get the answers you need
without the usual challenges of gathering and refreshing the
source data.
Pre-integrated to Epicor data
Real-time reporting
Leverage your existing spreadsheets
Drag-and-drop report creation
Refresh reports on your own
Consolidate companies from multiple databases
Multi-dimensional drill-down
Automatic creation of PivotTables for detailed analysis

About Epicor
Epicor is a global leader delivering business
software solutions to the manufacturing,
distribution, retail, hospitality, and services
industries. Founded in 1984, Epicor serves
20,000 customers in more than 150
countries, providing solutions in over
30 languages.

Epicor XL Connect

Familiar Functions and Formulas

Epicor XL Connect literally provides functions that
understand your Epicor data. Imagine using functions
like MTDBEGBAL for month-to-date beginning balance
or YTDNETBUD for year-to-date net 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 to make
report creation a snap.

Direct Link to Your Business Data

Epicor XL Connect directly integrates your business
data with Excel, removing the need for a data
warehouse, providing end users with the assurance
that data in Excel is always current and always
accurate. You no longer need giant spreadsheets that
contain enormous tables of queried or copy/pasted
data just to get totals and the opportunity to produce a
PivotTable.

100% Compatible Add-in for Excel

Epicor XL Connect makes it easy for end users to
produce accurate reports with detailed audit trails all
within Excel. Companies can make better use of their
existing spreadsheets and no longer have to rely upon
a single power report builder to create new reports.

Functions shown here are in the GL

Content Pack for Epicor Enterprise 7.4.
Functions for other solutions and
versions may vary.

Epicor XL Connect

FEATURES

Simple Powerful Immediate

Easy to install in minutes Refresh and reformat Pre-integrated to your
Leverage existing reports on the fly business data
spreadsheets Multi-dimensional drill-down Post entries into your
Easy to useuse your Drag and drop reporting system and have the
Excel skills Consolidate information information reflected in
Includes dozens of functions from multiple company reports immediately
and ready-to-use analysis databases Generate reports faster with
sets User security to data based in-memory caching
Eliminate the need for on your Epicor security Reduce closing cycles
complex queries Pick the settings Respond quickly to ad hoc
data you want in each cell Retain all your formatting requests for information
Copy data-gathering and cell arrangements Provide workbooks that
functions across multiple decision-makers can refresh
cells just like you would any and filter themselves
formula in Excel
Pick the data you want in
each cell

Robust Reporting and Analysis

With Epicor XL Connect, you can create reports with drag-and-drop ease, utilize reporting templates, and create fully-
integrated reports from existing spreadsheets all within Excel.

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Phone: +1.949.585.4000 Phone: +52.81.1551.7100 Phone: +44.1344.468.468 Phone: +65.6333.8121 Phone: +61.2.9927.6200
www.epicor.com Fax: +52.81.1551.7117 Fax: +44.1344.468.010 Fax: +65.6333.8131 Fax: +61.2.9956.8976

Disclaimer: This document and its contents, including the viewpoints, dates and functional content expressed herein are believed to be accurate as of its date of publication, January 2011. However, Epicor Software Corporation makes
no guarantee, representations or warranties with regard to the enclosed information and specifically disclaims the implied warranties of fitness for a particular purpose and merchantability. All information contained herein is subject to
change without notice. The usage of any Epicor Software shall be pursuant to an Epicor end user license agreement and the performance of any consulting services by Epicor personnel shall be pursuant to Epicors standard services
terms and conditions. Epicor is a registered trademark of Epicor Software Corporation. All other trademarks acknowledged. Copyright 2011 Epicor Software Corporation. Job #773