*Webinar Thursday* EPM User Group Reporting Series, Building modern EPM Applications with Microsoft

Yvonne Cheslog

EPM User Group Reporting Series, Building modern EPM Applications with Microsoft Excel (Part 2)

Agenda:

1. Introduction from Infor EPM Team
2. Customers stories:

Use of Microsoft Excel in the Infor EPM Cloud with Ruiz Foods

• Brief background on Ruiz’s migration from legacy tools to Excel Integration
• How Ruiz is using Excel Integration
  • Pixel perfect reporting – Corp Financial Statements
  • Writeback – Database Admin
  • Data pulls for excel based modeling – Planning etc
• Pro Tips
  • Enabling writeback / dangers of splashing
  • Using substitute function within trim to lookup dim members within ad-hoc expansion

Chris Dodson, Sr. Manager Financial Systems

3. Q&A

Register via the EPM Community page.