Pull data from different reports

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  • Idea
  • Updated 6 months ago
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In today's world, it's all about time, data analysis and performance. In our business we use Replicon to generate our reports and report them to the Team and Executives. However nothing is more frustrating than trying to work with a SaaS like Replicon that technically has all data available in the back-end but do not make it available in full to its users.

The idea of having reports template it's great to make users' lives easier however if all data is already available there, why not make it available to users create their own reports? As I undertood Replicon's back-end is nothing more than heap loads of Excel spreadsheets.

It does not make sense whatsoever to users not have the ability to source all data and work with it the way it is more convenient to them.

Market is evolving and looks like Replicon is getting left behind on this aspect.

We are moving to Microsoft Power BI and Tableau and it's basically impossible to use Replicon with these services/tools.

An idea has been given and hopefully Replicon can take it onboard and make it easier/available to its users.
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Castro, Thiago

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  • disapointed

Posted 2 years ago

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Tom Makarov

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This sounds like a good use for our Web Services. Have you investigated this route?

https://www.replicon.com/help/developers

You can basically source any data stream and this is what I have seen other customers do in similar circumstances. Regards,
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Castro, Thiago

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Unfortunately Replicon does not connect to Microsoft Power BI therefore using or developing anything with web services to simply use Excel would be a waste of time and money from our end.
The goal is to have Replicon connected to Power BI therefore we would be able to better utilise the data already available in the back-end of Replicon.

What I find funny is a SaaS like Replicon that use/has all data not making it fully available in one go to its cients.

As I said, it's great to have templates to save user time and give them guidance however if I can source Time Off from a Time off template, how come I can source timeoff from a project template?

It's the same as saying that I can use a template from Word to do a Executive Summary but I can't use the same doc and include a Table in it.

The data is there, it's just matter or working smarter and making it available to be used at user discretion.

Does it make sense?
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Tom Makarov

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What you are asking for does make sense, I think you're basically asking for a plug-and-play connector to MSPBI. However that schema sharing back-end reporting is a less common approach these days than when softwares were locally installed (i.e. Crystal Reports).

Where our templates are more user-friendly than a BI or report builder tool like Crystal, is that you never have to connect tables, worry about unique keys, and so on. Report templates also add logic fields like Hours (in Week), Hours (In Period), Hours (in Selected Dated Range) and so forth, that would never be available in a pure schema or (as you call it) Excel style dump. So as with anything, there are pros and cons.

The average Replicon user would rarely need to go beyond the provided report templates. However, as those needs arise we do provide the means to do so via Web Services, etc. As I am no expert on Power BI, I will leave it to someone in development to comment further.

There may be pre-existing connectors or methods that I am not privy to. Thanks
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Castro, Thiago

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Tom thanks for your input.

You said: "The average Replicon user would rarely need to go beyond the provided report templates. However, as those needs arise we do provide the means to do so via Web Services, etc. As I am no expert on Power BI, I will leave it to someone in development to comment further.

There may be pre-existing connectors or methods that I am not privy to. Thanks"

Well if that is the case that users would rarely need to go beyond the provided templates, we would not have treads and treads of people posting about reports here right? I think it's a great idea having templates to make users' lives easier, however what I can't understand is why I can't create my own report using all possible data available in Replicon (From my Replicon instance off course)

As you said, you are not expert in Power BI, therefore to make a statement that Replicon's templates (reports) are more user friendly than a BI, is quite incorrect. With the poor data available from Replicon I managed to create a report/dashboard in PowerBI to visualise future weeks forecast for our consultants, provide how they are tracking in their  projects, how much money they've spent and have left and so on. This reduced time and improved productivity giving them better visualisation of what's currently happening in various projects, whereas in Replicon you would need to be navigating one by one and would need to export Excel file than format it to a user friendly way than combine everything and so forth...I generate around 15 reports a week and some are simple and some are pretty complex.

Replicon's report (Export) are not even close to be user friendly, to be honest I find them pretty poor. The new Dashboard is even worse. 
Therefore we saw the necessity of working with Power BI to be able to understand better, work better and be more productive/profitable.

BI is undeniable way more powerful than what we currently have with Replicon. It's all about manipulating data, understanding it, and utilising to the way that most suit you. In this case, it's not working 100% for us. Hopefully it will one day.

And to be clear, I like Replicon, I just think it lacks alot in performance and usability compared to other SaaS in the market.

Why I don't change to another service? Because it was already setup and connected through Service Delivery Team and Finance team and at this stage the time and effort needed to change it would not yet justify the means. But I'm not sure until when it won't justify the means.
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Tom Makarov

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Thanks for your observations. There are some good nuggets in there and I am sure someone from the product development team will have a look and comment further. As I indicated in my earlier message, it's clear to me that your data analysis needs are beyond what the average user needs, so we'll be happy to work with you to whatever technical guidance we can. Regards,
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Castro, Thiago

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3 weeks and not a single response. We are now exploring other options in the market. Well done Replicon Team!!!
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Aashnee Kamboj, Community Moderator

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Hi Thiago,

I will have one of our product management team members look further on the issue and update you regarding the same.

Thanks,
Aashnee Kamboj
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John C Findley

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Maybe it is time to have a product management team member participate in this community ?
Many of the ideas either end up requiring their involvement or the developers.
And Ashnee, your reply has been the norm for some years. Ultimately, this may be added to the road map without an eta and remain there for months to years.

"Exploring other options in the market" is starting to be more appealing to Replicon's clients.
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Aashnee Kamboj, Community Moderator

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Hi Thiago,

We do believe that our team is in conversation with you and Laurie in order to help you resolve the query. Please do let us know in case you of any further questions.

Aashnee
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James Savage

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Hi Aashnee
Is their a solution for connecting powerBI and Replicon now available?
thanks
James
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Hart, Colin

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I'd like to know as well. 
Thiago has some very valid points for Replicon to consider.