Compass Excel
Solution Overview
Compass application has a broad range for features from Executive Dashboards, Liquidity and Cash Flow Modelling, Prepayment Tracking and Modelling to customizable reports. The Excel Add-In for Compass adds special commands and features to Microsoft Excel and provides a way to access a Compass plan’s database files by referencing a series of functions codes and generating data output directly in an Excel spreadsheet.
Challenges / Business Problems
Connect to the database from Excel.
Report data in structured hierarchical (horizontal & vertical) views.
Categorize data bases on relevant categories provided.
Build various functions and generate data output for each function.
Save user preferences for functions.
Ease of use for functions application using Data Wizard
Customized Help inside Help Panel
Project Overview
Schedule
3 Months
Agile iterative development cycle
Team Size
4 Experts
Developers, Analysts & QA Engineers
User Overview
Region
USA
Industry
Finance - Banking
Technologies
MS Excel
Dot Net 4.5
MS Access