Optimized for where you work. Introducing the Web Workbook.

Optimized for where you work. Introducing the Web Workbook.

April 20, 2022

Nectari est un fier sponsor Platine du prochain Sage Partner Summit 2022 Vous lisez Optimized for where you work. Introducing the Web Workbook. 4 minutes

The Nectari Web Workbook makes it easier than ever to access and view your workbooks on any device or browser, without opening a second application. You can now view your workbooks from your mobile phone and Apple devices, which is not possible with the existing add-in. Get all your analysis and reporting done in one place – Nectari. Create your report, add images, export copies to Excel or share with colleagues, while maintaining your layout and existing user permissions.

Build dynamic dashboards from your workbooks.

Smart caching

With the first phase of the smart cache in the Formula Wizard, an intelligent system analyzes references and formulas in real-time and optimizes your workbook for you, so you don’t have to. This can save you the manual work of having to configure your references. You can now also open the same workbook several times, to compare different data sets, without having to open multiple instances of the Excel the add-in. And because the cache is shared among all open workbooks, this helps with how quickly all your workbooks load.

Easy filtering

Want to see the sum of all transactions for a specific region, that are greater than $10K, from June last year until March this year? Use the new filtering options in the Formula Wizard, that allow you to add multiple filters and filter groups to get as granular as you like. Start by selecting your dimensions and measures using the search bar instead of scrolling down a long list of options, then use any of the new operators (Check them out below!). With the new filter options, you can add more complex filters to calculate things like 12-month rolling and link them to other filters with “and” “or” conditions.  

Build complex filters to find exactly what you’re looking for. More options to chose from with new filtering operators.

Dynamic Global Variables

Any Global Variables that you’ve created, like Current Month or Current Year can now be added to any cell in your worksheet and referenced in your calculations. Instead of manually having to adjust the cell’s value when you access your workbook, the value gets updated automatically. For example, if your Global Variable is your “current month”, then every cell that makes reference to that Global Variable will be updated to the current month’s results when you open your workbook. 

Add your Global Variables with a few clicks.

More cool stuff

Enjoy new formatting features to help you customize the look of your worksheet. Now you can create different types of dropdowns with a click of a button. And no formulas or reference lists are necessary to change a cell to something like a Date Time Picker, Color Picker, or Slider. You can even link a Checkbox List to your data and watch your visualizations change as you select and deselect items from your list. This is just a sneak peek of some of the cool formatting features available in the Web Workbook that continue to be developed and will be complete in a later release.

  Cell Type options. Cell Dropdown options. An example of a Checkbox List created to filter based on the Facility.

Hassle-free upgrades

Administrators rejoice! Upgrades are now a breeze. Once you upgrade your server, all users will have access to the latest Web Workbook version, and you won’t have to upgrade each workstation individually. Web workbooks can be accessed within Nectari and viewed anywhere, from any browser. 

Stay tuned!

Here are some of the next features that will be added to the Web Workbook in a future release:

  • Data Extraction Wizard
  • Smart Cache Level 2
  • Selection Page
  • Distribution
  • Drill-down
  • Pivot Wizard