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 Integrated into Microsoft Excel |
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Atlas xl
is integrated into the Excel menu pull down system menu
In
addition, "Axapta" is added to the the context
sensitive right-click menu when you click on a cell that contains an
Atlas formula.
What makes Atlas unique...
Atlas xl builds the menu system according to your Axapta language as
defined in the
Axapta configuration utility.
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Never re-key a figure from Axapta into your spreadsheet with out
powerful cell based formula
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Atlas xl
introduces cell formula where the results are refreshed from Axapta
whenever
the spreadsheet is recalculated.
Using the "Axapta Aware"
formula to
create presentation quality reporting.
What makes Atlas unique...
Atlas xl builds an Axapta query and passes
this to Axapta to be resolved. There is no direct database
access.
The benefit of this is significant...
- formula filter is built using
Axapta syntax, for example an Account range of 40110..400150, 5*
- Axapta provides the security
rules, if you cannot "see" the data inside the Axapta windows client
then nothing will be return from Atlas - your Excel client for
Axapta.
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Excel compatible formula is introduced by
Atlas xl
Design and edit formula using wizards
that offer full support of Axapta label files.
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Reporting of Axapta transactions to a grouped report, pivot table or
pivot reports with refresh
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Grouped Transaction Report
Transaction reporting is used to return a
list of transactions into a range of cells in Excel. The list can be
grouped up to three levels and it can be sorted too. User defined or MS
Excel Auto-formats can be applied to the output and saving the settings
will allow you to re-use the report at a later date.
Transactions are
group up to 3 levels with main table descriptions, for example the
Account Name included.
Transaction
reports can be saved and reused/refreshed on demand.
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Pivot Table cross-tab Reporting
Pivot table reporting allows a cross-tab
report of transactional items published in a worksheet. You can nominate
which fields form the row basis and which fields are used as the
columns. Rows can be grouped in up to three levels and multiple amount
fields can be selected too.
Reports can be
saved and reused/refreshed on demand.
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Pivot Report
Pivot report produces a grouped report of
transactional items published in a worksheet. You can nominate which
fields form the row basis and which fields are used as an overall group.
In addition to the overall grouping, rows can be grouped by up to three
levels, Pivot report allows multiple amount fields to be selected.
This function is
similar in nature to Pivot table cross-tab, however, this will produce a
report without the columns being tabulated; instead they are an extra
level of row grouping
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Closing the loop; Prepare and send Journals to Axapta, post budgets and
forecasts, update main tables.
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In addition to
the reporting and analytical capabilities, Atlas xl includes the ability
to:
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Prepare and
post ledger, account payable, inventory, accounts receivable and
project journals
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Prepare and
post budget and forecast transactions
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Prepare and
post main table items such as vendors, customers, items, projects
and ledger accounts
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Support for all Axapta tables
Atlas xl can import records to all tables
in the AOT.
Use the send main table function to
load these records. Examples include, ledger budgets, sales and
purchase forecasts, vendors, customers, project forecasts and project
main table items.
What makes Atlas unique...
Atlas xl can update specific columns on tables or be used to load up
an entire table as an
implementation tool.
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Support for Axapta Journals
Axapta uses journals and tables known as
worksheet header and worksheet lines for many of its transaction entry
points. Use the Send journals function of atlas xl to post transactions
into these tables.
The Send Journals function is used to
load transactions that include: ledger journals,
fixed asset journals, project journals,
purchase orders, trade agreement journal, inventory journals.
What makes Atlas unique...
Atlas xl will manage number sequences and offers full validation by
executing x++ code
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Leverage Axapta technology and security
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Your Axapta username and password is
required before access is granted
Then it is your Axapta Security group
permissions that dictate what you can see and do from Excel.
What makes Atlas unique...
- Support for 3-tier AOS
- Support for Axapta security
- Support x++/morphx enhancements
- Support for Axapta label files
- Use Axapta syntax when building
query filters, eg 40110..40190, 5*
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