9 Reasons to Use Nectari Workbooks vs. the Excel Add-in

Nectari (Sage Enterprise Intelligence) is a data analysis and reporting solution that seamlessly integrates with solutions such as Sage Intacct and Sage X3.  The workbook tool is great for analyzing ERP data, and its familiar Excel-like functionality makes it user-friendly and quick to deploy. It's a great alternative for those currently using the Excel add-in feature.

9 Reasons to Use Nectari Workbooks

1. Access anywhere, at any time, on any browser

There is no need for a separate local software installation (add-in) with the web workbook.  This works on all browsers and mobile whereas the add-in requires downloading Excel on a Microsoft Windows device.

2. Easily manipulate data 

Any existing Excel add-in workbooks can be imported, and data extractions, formulas, and pivot tables will be converted to use web workbook syntax.

3. Full access to all data models

There's no longer a need to publish your workbooks in Excel. All your data models are accessible in Nectari Workbooks with the Data Extraction Wizard.

4. Improved Performance Time

Thanks to Nectari's smart caching, your performance time is exponentially improved, and the workbooks are always optimized. You no longer need to manually clear your dimensional cache, and the time spent loading workbooks and clearing filter values is significantly improved.

5. View Variables from a Global Perspective

Global Variables and Selection Pages available in the Functions. 

6. Advanced sorting and filtering

Advanced sorting and flexible filtering are available in data extractions, pivot tables and formulas. Web workbooks allow sorting on multiple dimensions instead of one (add-in) and filtering on dimensions and measures.

7. easily copy and paste data extractions

Instead of manually selecting your data, you are now able to copy and paste your data extractions in a single click.

8. enhanced drill-down capabilities

They have enhanced the formula drill-down capabilities. You can group and order by Account ID, Account Description, Document Name, Transaction Description, Record Number, and Base Debit, to name a few.

There is no separate sheet per cell drill-down. The system reloads when moving from formula cell to formula cell. You can set up multiple profiles.

9. No uploading for Distribution

Nectari's web workbooks are available just like other views and dashboards within Job Properties.

Learn More about Nectari/SEI

Let us know if you would like to review these features in further detail or upgrade to the latest SEI/Nectari release.

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