Platform Features

See the power of connecting Excel to the cloud with PivotXL

Use PivotXL to automate tactical activities and get superior reporting.

If you are emailing Excel files back and forth or are using a Corporate Performance Management system only to bring it all down to Excel and re-do all your formatting, you should look into PivotXL. We are an Excel Centric Cloud Corporate Performance Management Tool.

Stay In Excel

PivotXL utilizes the power of Microsoft cloud add-in technology to connect Excel cells to a cloud database

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No Email Havoc

Our task management functionality streamlines communication and approval among multiple locations, departments and teams

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User Access

Enterprise grade access control that provides security and simplistic access to appropriate data

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Single Source Of Truth

All the data is versioned and in the cloud. No more data discrepancy.

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Integrations

Import data from multiple source systems and connect it to the same backend database and front end Excel interface. 

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Simplified Reporting

Connect Excel cells directly to the database through a visual interface. Also, use the powerful Pivot Table functionality built into Excel with the cloud data. 

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Give Excel a cloud connection

PivotXL utilizes the power of Microsoft cloud add-in technology to connect Excel cells to the cloud database. Download our add-in from the Excel app store and connect into your account as you would do in any web application.

Then off you go creating custom cloud-connected templates. No IT training required. As an admin, once you are connected, you can map each cell to the appropriate item in the database to create a template.

Task Management - No Inbox Havoc

Have you had to spend multiple hours following-up on business users to update their information or passing information back and forth via email?

PivotXL streamlines task management and collection of data. The template you created can be shared with any number of users with our task management tool. Our application will do the hard work of following up with the users at regular interface. We also provide them with a commenting interface and ability to add follow-on documents to ensure that all task-related information stays in one place.

Enterprise Governance

We understand your need to manage user access to various portions of the data. That's why we allow you enterprise-level governance in how you set up your database and how you provide access to them. Access to data can be controlled at the data cube level, template level and controlled through tasks.

We understand multiple users need to access data form various locations. That's why we allow you to access the data anywhere using PivotXL

Single Source Of Truth

PivotXL removes all the hassle out of data aggregation with our cloud connectivity. The Excel file sent to the users is already connected to the database. The business users fetch the data they need and upload the data directly through Excel.

All the data that users submit to our database is always versioned and you can see the previous versions of the data at any time. Each version is date and time stamped along with the user that submitted the data and the template it is coming from. All the data is always at your fingertips.

Integrations

Have you ever had a data discrepancy and have had to call around for hours to figure out the problem? You may never have to with our set of data versioning features.

All the data that users submit to our database is always versioned and you can see the previous versions of the data at any time. Each version is date and time stamped along with the user that submitted the data and the template it is coming from. All the data is always at your fingertips.

Simplified Reporting

PivotXL's provides multiple reporting features to enhance your reporting process. At the simplest level, we allow you to connect a cell in Excel to a cell in the multi-dimensional database. Filters can also be added for dynamic access to data. Our software also allows you to automatically connect the data to Pivot Tables for easy ad-hoc analysis.

Eventually, we will work with you to get to a point where the data is automatically processed and emailed out to relevant members. Your team can finally focus on detailed analytics and insight creation to help you stay ahead of the competition and learn from your customers. 

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