Microsoft SQL Server - How to Collaboratively Manage Excel Data

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How to Collaboratively Manage Excel-Based Process Data in SQL Server Your organization probably uses Excel for a variety of business processes including budgeting, sales revenue forecasting, product demand planning, and project management. You'll learn how to set up and manage multi-user collaborative processes using Excel as the data form and SQL Server as the data store and process engine. You'll learn: * How to enable cell-level collaboration between multiple users using Excel and SQL Server. * How to effectively integrate desktop Excel-based process data with enterprise applications. * How to mitigate the limitations normally associated with Excel-to-database connections including record locking (check-in/out), conflict management, and change management and versioning.

Text of Microsoft SQL Server - How to Collaboratively Manage Excel Data

  • 1. HowToCollaborativelyManageExcelHowToCollaborativelyMH T C ll b ti l ManageExcel E l BasedProcessDatainSQLServer Speaker:JBKuppe Boardwalktech SiliconValleySQLServerUserGroup June2011 MarkGinnebaugh,UserGroupLeader, mark@designmind.com
  • 2. JBKuppe Jb.kuppe@boardwalktech.com CollaborativelyManageExcelBased ll b i l l d ProcessDatainSQLServerEnablingcompaniestobuildandmaintaincompetitiveadvantagethrough businessprocessinnovationinthecollaborativeplanningspace
  • 3. Foundedin2004 HQinPaloAlto,CA OriginsinMCADPDM Patented Positional Database Technology Patented PositionalDatabaseTechnology Product:TheBoardwalkCollaborationPlatform(BCP) ApplicationFocus:CollaborativePlanningProcesses
  • 4. TheElephantintheRoom p EnterpriseReality ITPerception IT Perception DesktopApplications Business GAP Intelligence DataWarehouse OLAP Reporting Specialty/Edge BusinessIntelligence Applications Financials CRM SCM EdgeApps CoreERP CoreERP 80%ofthework
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  • 7. Exportto Excel Emailto Change everyone history Maintaindataconnection datalocation changeslocationchanges Mergein Createmultipleviews Createdependent otherdata fordifferentusers datacalculation
  • 8. Create Defineschema(createfromExcel) Create a database schema, define entity relationship Createadatabaseschema,defineentityrelationshipManage CreateUIinExceltomatchdatabaseschema CreateaJ2EEor.Netdataupdatelayer ProgramabilitytocreatenewrecordfromExcel Programaccesscontrolandconsolidationrulesintoeverysheet connectedtoRDBMS Versioning for all schemas has to be programmed Versioningforallschemashastobeprogrammed Changemanagementhastobeprogrammed Formulasupportneedstobeprogrammed Checkout/inmechanismusedtoworkondata OnlylatestchangewinsReport Foreveryreport,runaSQLquerytofilterthedata,pasteitinExcel, t i t il t createpivots,emailreports Doprocessagainifdatachanges/versionoldreports
  • 9. OLAP
  • 10. Rows ofData Product Columns ofData Customer Time User Businessvariable HowtoCollaborate? How to Collaborate? Excel isabusinessprocessplatform Emailingdoesnotwork Positionofdatadrivesbusinesslogic ExcelConnectorsdonotwork Complexrelationships(formulas) Nochangemanagement Rigidmodelpushedtospreadsheet Flexibility Versioningnightmaremanagement UI (colors Versioning nightmare PowerfuldatamanagementUI(colors, Powerful data Nopersistence No persistence conditionalformat,picklists) Nocentralversion Nochange/audit Offlineenvironment/maturedata RDBMS Noaccesscontrol Noaccesscontrol Saveaslocalversioning=scenarios Dataconsistency Nopositionalintegrity
  • 11. Changevaluesandformulas V2(R/C,U,T,Net Change) V1(R/C,U,T)
  • 12. Patentawarded2008 PositionalDataStructure Positionalcelldatamanagement Versions(R/CPosition,Structure,NetChange,User,Time) Rangevs recordtransactioncontrol Columns Singleflexibleschema Excelrangecreates/drivesshareable databasemodel database model UserAccess1 DataRow UserAccess2 Data Range2 Scalablemultiusercollaboration UserAccess3 Range1 Workoffline,nocheckin/out Dynamicaccesscontrol y Submit/Refreshsharing Business Column Logic Centrallymanagecollaborativedata Netchangeversionsvs.overwrite Celllevelchangetracking OtherApp/DB IntegrationwithanyApp/DB Applicationflexibility Oneplatform,manysolutions l f l
  • 13. AddressabilitytoBusinessObjects(Table,Row,Column) DataOrdering(Row,Column) ReferentialIntegritylimitsgrowth Referential Integrity limits growth NoLocking HighConcurrency NoDataOverwrite Versioning PersistentTransactions Persistent Transactions WYSWYGDataUpdate
  • 14. Sharingdata& formulas Manager Rep Refresh Submit FirewallOtherERP
  • 15. Form Interface Model Tabular User Interface Model and Business Logic Communication Technology Communication Technology Communication Technology Communication Technology Centralized Business Model and Logic Positional Data Management Relational Relational Relational Relational Rigid Data Models Abstract Tabular Data Model Persistenc