Create and distribute management reports automatically

BI Helper exports Power BI reports as PDF or PowerPoint and supports their automated distribution. The approach suits recipients who need a fixed report status. Depending on the report, it should be checked in advance which filters are applied in each output.

Assessment: Teams with existing Power BI reports and a regular need for export.

Suitable tasks

PDF reports from Power BI; PowerPoint reports

Data and integration

Power BI reports provided for export.

AI functions

Not documented as a function in the sources consulted. This does not mean that no AI is offered.

Operating model

Clarify the operating form for the chosen output.

Pricing basis

Check the licence scope and terms with the provider.

Check before selecting

How are filters set for individual recipients and traced in the event of an error?

PBRS automates the scheduled output and delivery of reports from Power BI and Microsoft Reporting Services. For a project with many recipients, personalised outputs, schedules and the monitoring of failed deliveries are to be checked separately.

Assessment: Companies with Power BI or SSRS and extensive report distribution.

Suitable tasks

Report schedules; personalised output

Data and integration

Reports from supported Power BI and SSRS environments.

AI functions

Not documented as a function in the sources consulted. This does not mean that no AI is offered.

Operating model

Clarify the operating form for the chosen output.

Pricing basis

Check the licence scope and terms with the provider.

Check before selecting

How does the system handle incomplete data updates before a scheduled dispatch?

PowerBI Robots automates the creation and distribution of views from Power BI reports and dashboards. This can produce static versions for recurring groups of recipients. Anyone who wants to filter further in the result additionally needs suitable interactive access.

Assessment: Power BI teams with regular dispatch of report views.

Suitable tasks

Deliver Power BI reports; scheduled report output

Data and integration

Existing Power BI reports and dashboards.

AI functions

Not documented as a function in the sources consulted. This does not mean that no AI is offered.

Operating model

Installation of the PowerBI Robots client in accordance with the manufacturer's documentation.

Pricing basis

Check the licence scope and terms with the provider.

Check before selecting

Which filters, export formats and access rights apply at the time of execution?

empower supports the creation of charts in PowerPoint and the connection with Excel data. For regularly updated presentations, it can reduce the manual transfer of figures. Templates, data source and responsibility for updates should be defined together during introduction.

Assessment: Specialist areas with recurring PowerPoint charts in corporate design.

Suitable tasks

Report charts; data-linked presentations

Data and integration

Excel data provided for the respective charts.

AI functions

Not documented as a function in the sources consulted. This does not mean that no AI is offered.

Operating model

Clarify the operating form for the chosen output.

Pricing basis

Check the licence scope and terms with the provider.

Check before selecting

Which chart types, Excel links and Office versions are required?

Mail & Deploy supplements existing analysis environments with automated report output. For a Qlik deployment, for example, the recurring generation of customer-specific reports from the same model is relevant. The set-up must ensure that each version contains only the intended data.

Assessment: Companies with Qlik and recurring distribution of formatted reports.

Suitable tasks

Report distribution; individualised report outputs

Data and integration

Data from the analysis environment that is supported and connected in each case.

AI functions

Not documented as a function in the sources consulted. This does not mean that no AI is offered.

Operating model

Clarify the operating form for the chosen output.

Pricing basis

Check the licence scope and terms with the provider.

Check before selecting

How can failed executions and the assignment of data to recipients be monitored?

Power-user links content from Excel with tables, charts or texts in Office reports. A recurring management package can thus be updated on the basis of the revised workbook. Specialist review and approval of the figures used remain necessary.

Assessment: Teams with recurring report packages in Excel and PowerPoint.

Suitable tasks

Management presentations; data-bound slides

Data and integration

Linked data ranges in Excel.

AI functions

Not documented as a function in the sources consulted. This does not mean that no AI is offered.

Operating model

Add-in for the supported Microsoft Office applications.

Pricing basis

Check the licence scope and terms with the provider.

Check before selecting

What happens to the link if files are moved or data ranges are changed?

DataPoint connects PowerPoint presentations with data sources. The Enterprise edition mentions Excel, SQL databases and files, among others. This allows a report template to draw its content from agreed sources, for example for regularly updated management slides or information screens.

Assessment: Companies with PowerPoint as the prescribed report or display format.

Suitable tasks

Data-bound slides; report screens

Data and integration

Including Excel, SQL databases, CSV and JSON according to the edition description.

AI functions

Not documented as a function in the sources consulted. This does not mean that no AI is offered.

Operating model

Extension for PowerPoint.

Pricing basis

Check the licence scope and terms with the provider.

Check before selecting

How do updates and access controls work on the presentation device used later?

Qalyptus creates and distributes reports from Qlik Sense and QlikView. The extension is aimed at companies that build on an existing Qlik data model and want to provide defined results to several recipients. Content and recipient filters are to be tested together.

Assessment: Qlik users with recurring reports for defined groups of recipients.

Suitable tasks

Distribute Qlik reports; recurring recipient reports

Data and integration

Data and analyses from Qlik Sense or QlikView.

AI functions

Not documented as a function in the sources consulted. This does not mean that no AI is offered.

Operating model

Clarify the operating form for the chosen output.

Pricing basis

Check the licence scope and terms with the provider.

Check before selecting

How are individual recipient filters and the approval of a report template checked?

Rollstack uses existing data and dashboards to create reports and presentations. Slides can be edited and output to PowerPoint, Google Slides or PDF. For specialist use, it is decisive that the underlying definitions are consistent across dashboard and presentation.

Assessment: Reporting teams that use reconciled data from BI systems in presentations.

Suitable tasks

Management reports; data-based presentations

Data and integration

Analysis data and dashboards provided for Rollstack.

AI functions

Not documented as a function in the sources consulted. This does not mean that no AI is offered.

Operating model

Clarify the operating form for the chosen output.

Pricing basis

Check the licence scope and terms with the provider.

Check before selecting

Which KPIs does the presentation take over, and how does its data status remain traceable?

SlideFab automates the generation of PowerPoint reports from an Excel model and a slide template. The process is particularly suitable if several report recipients receive the same basic format with different figures. The data model must unambiguously determine the report content before output.

Assessment: Teams with recurring Excel and PowerPoint reports.

Suitable tasks

Automatic report presentations; variants of a standard report

Data and integration

Excel workbooks and linked PowerPoint templates.

AI functions

Not documented as a function in the sources consulted. This does not mean that no AI is offered.

Operating model

Automation in the Excel and PowerPoint environment.

Pricing basis

Calculate the software licence and the separately offered set-up project separately.

Check before selecting

How is it ensured, in a series of variants, that each slide receives the right data?

Slideform creates recurring presentations from data and templates. As fields of application, the provider mentions customer reports and analyses of sales and customer relationships, among others. For a standardised report package, KPIs and accompanying texts can be taken from agreed sources.

Assessment: Teams that create several report presentations from a fixed stock of templates.

Suitable tasks

Management presentations; Recurring client reports

Data and integration

Data sources connected for the presentation template.

AI functions

Not documented as a function in the sources consulted. This does not mean that no AI is offered.

Operating model

Clarify the operating form for the chosen output.

Pricing basis

Check the licence scope and terms with the provider.

Check before selecting

Which content still needs specialist approval despite automatic population?

think-cell documents the automation of recurring PowerPoint reports based on Excel data. The approach uses predefined slides and data ranges. This allows teams to continue an agreed reporting format, provided the required KPIs can be reliably determined from the workbook.

Assessment: Controlling and management with standardised PowerPoint reports.

Suitable tasks

Periodic management reports; PowerPoint automation

Data and integration

Excel data for the linked presentation elements.

AI functions

Not documented as a function in the sources consulted. This does not mean that no AI is offered.

Operating model

Reporting automation in the Excel and PowerPoint environment.

Pricing basis

Check the licence scope and terms with the provider.

Check before selecting

How are the reports updated when the number of rows or the data structure changes?

UpSlide links tables and charts from Excel to reports in PowerPoint or Word. For finance and project teams, this is relevant above all for recurring documents with fixed number sources. A test with renamed or moved workbooks shows how robust the links are in your own workflow.

Assessment: Finance teams with Excel models and regularly produced reporting documents.

Suitable tasks

Finance presentations; Updating reporting documents

Data and integration

Tables and charts in Excel workbooks.

AI functions

Not documented as a function in the sources consulted. This does not mean that no AI is offered.

Operating model

Microsoft 365 add-in for the supported Office applications.

Pricing basis

Check the licence scope and terms with the provider.

Check before selecting

How can you tell which figures have been updated since the last approval?