Workbooks
Workbooks is the third tab in the Navigation Panel. A workbook is a powerful, interactive reporting tool that lets you analyze real-time business data. It works like an enhanced Excel sheet and connects to ERPs and other data sources, allowing you to create dynamic reports, apply filters, use formulas, and automate updates—all without needing advanced technical skills. It simplifies data analysis, improves decision-making, and saves time by making reports easy to build, refresh, and share.
When to use workbooks
- Generating financial reports and analysis: Create balance sheets, P&L statements, and cash flows with drill-down support.
- Tracking sales and customer insights: Analyze sales trends, customer buying behaviors, and profitability in real time.
- Managing inventory and supply chains: Monitor stock levels, optimize procurement, and improve demand forecasting.
- Monitoring operational performance: Identify inefficiencies and track KPIs across departments.
Workbook features
Workbooks include a variety of wizards, tools, and controls to help you create, customize, and interact more efficiently.
- Workbook Wizards – Simplify the process of creating, customizing, and managing reports with:
- Workbook Tools – Optimize analysis and improve report readability with:
- Workbook Controls – Add customizable analysis options with:
- Import Workbook – Import Excel files into SEI quickly.
Workbook limitations
Workbook limitations include the following:
- In the Formula Wizard, date filters must use the
yyyy-mm-ddformat unless referencing a cell. - Filtering using measures may affect performance.
- When using Export Templates, at least one data model must be selected if the workbook contains no formulas.
- SQL queries are limited to 5 minutes of execution time or 500,000 rows. Exceeding these limits causes formulas to fail.
- New global variables don't appear in the Functions tool until you log out and back in.