Welcome to the comprehensive guide on Atlas plugins for Excel, the transformative tool that's reshaping how professionals interact with Microsoft Dynamics data. Atlas plugins are invaluable for their ability to bridge the gap between Dynamics AX, D365 F&SCM, and Excel, providing a seamless one-click data exportation, efficient report building, and deep transactional insights. Here, we'll delve into the details of what Atlas is, the powerful plugins that connect Atlas with Excel, explore common use cases, and answer frequently asked questions, all designed to enhance your data management and reporting capabilities.
ATLAS.ti is a software tool specifically designed for qualitative data analysis. It incorporates artificial intelligence to extract insights from various types of data such as survey responses, interviews, focus groups, and customer feedback. The software facilitates automatic coding of documents according to user intent and provides suggestions to the user, who retains the final decision-making authority.
By significantly reducing manual work, potentially by up to 90%, ATLAS.ti enhances efficiency in analyzing qualitative data. It supports data visualization through charts, word clouds, and network visualizations, making it easier to interpret complex information. The software is versatile, available on Windows, Mac, and Web platforms.
ATLAS.ti is recognized as a leading AI tool in the field, offering live support 24 hours a day, five days a week, and a free trial. It is widely adopted by prestigious universities and companies for gaining qualitative insights.
Atlas plugin for Excel enhances the reporting capabilities by allowing real-time financial and operational reporting. It is designed to work seamlessly with Microsoft Dynamics AX and D365 F&SCM, fetching live data to produce up-to-date reports within Excel.
With a substantial library of pre-built reports and dashboards, Atlas equips business users to generate refreshable reports from live data. More than 150 reporting and uploading templates are available, facilitating self-service reporting without IT involvement.
Atlas simplifies the process of exporting data from Dynamics AX or D365 F&SCM into Excel. Users can achieve this with a single click, eliminating the need for manual data dumps and streamlining data analysis workflows.
Users can upload data from Excel back into Dynamics using Atlas's secure upload tool. This feature supports bulk data uploads and allows users to drill into transaction-level data for comprehensive data management.
Atlas works in conjunction with Power BI to enhance dashboard creation. Users can leverage the integration to transform live Dynamics data into insightful analytics and visualizations.
Atlas allows for the customization of reports. Users can make use of the real-time data from Microsoft Dynamics AX and other sources to build reports tailored to specific business needs. Although there is a learning curve, Atlas is praised for its ease of use in creating custom reports.
Atlas plugin for Excel is a tool that consolidates data from Dynamics AX and Dynamics 365 for Finance and Operations, allowing users to design, build, and share real-time reports, perform writeback operations, and visualize data in Excel.
It provides real-time financial and operational reporting within Excel, facilitates live Dynamics data reporting without manual downloads, supports multi-factor authentication, eliminates the need to re-key data, and enables the creation of dynamic refreshable reports.
Yes, Atlas integrates with other key business systems for reporting, supports data visualization using Power BI or Atlas dashboards, and allows embedding of live business data into Microsoft Office documents.
Atlas can automate repetitive reporting and data upload tasks, and reports can be automated to run during off-peak hours as well as distributed to non-Atlas users via email.
Atlas supports multi-factor authentication for Dynamics 365 customers and adheres to the native Microsoft Dynamics security framework.