What is Atlas?

ATLAS.ti is a software tool specifically designed for qualitative data analysis. It incorporates artificial intelligence to extract insights from various types of data such as survey responses, interviews, focus groups, and customer feedback. The software facilitates automatic coding of documents according to user intent and provides suggestions to the user, who retains the final decision-making authority.

By significantly reducing manual work, potentially by up to 90%, ATLAS.ti enhances efficiency in analyzing qualitative data. It supports data visualization through charts, word clouds, and network visualizations, making it easier to interpret complex information. The software is versatile, available on Windows, Mac, and Web platforms.

ATLAS.ti is recognized as a leading AI tool in the field, offering live support 24 hours a day, five days a week, and a free trial. It is widely adopted by prestigious universities and companies for gaining qualitative insights.

Atlas Plugins for Excel

Real-time Financial and Operational Reporting

Atlas plugin for Excel enhances the reporting capabilities by allowing real-time financial and operational reporting. It is designed to work seamlessly with Microsoft Dynamics AX and D365 F&SCM, fetching live data to produce up-to-date reports within Excel.

Pre-built Reports and Dashboards

With a substantial library of pre-built reports and dashboards, Atlas equips business users to generate refreshable reports from live data. More than 150 reporting and uploading templates are available, facilitating self-service reporting without IT involvement.

Single-Click Data Export

Atlas simplifies the process of exporting data from Dynamics AX or D365 F&SCM into Excel. Users can achieve this with a single click, eliminating the need for manual data dumps and streamlining data analysis workflows.

Secure Data Upload from Excel

Users can upload data from Excel back into Dynamics using Atlas's secure upload tool. This feature supports bulk data uploads and allows users to drill into transaction-level data for comprehensive data management.

Integration with Power BI

Atlas works in conjunction with Power BI to enhance dashboard creation. Users can leverage the integration to transform live Dynamics data into insightful analytics and visualizations.

Custom Report Creation

Atlas allows for the customization of reports. Users can make use of the real-time data from Microsoft Dynamics AX and other sources to build reports tailored to specific business needs. Although there is a learning curve, Atlas is praised for its ease of use in creating custom reports.

Common Use Cases

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  Use case 1: Report on live Dynamics data within Excel
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  Use case 2: Consolidate data from multiple Dynamics modules for Power BI analysis
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  Use case 3: Automate and accelerate reporting using pre-built templates
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  Use case 4: Schedule and distribute reports directly from Excel
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  Use case 5: Blend data from various sources to provide comprehensive insights

Frequently Asked Questions

What is Atlas plugin for Excel?

Atlas plugin for Excel is a tool that consolidates data from Dynamics AX and Dynamics 365 for Finance and Operations, allowing users to design, build, and share real-time reports, perform writeback operations, and visualize data in Excel.

How does Atlas plugin enhance reporting in Excel?

It provides real-time financial and operational reporting within Excel, facilitates live Dynamics data reporting without manual downloads, supports multi-factor authentication, eliminates the need to re-key data, and enables the creation of dynamic refreshable reports.

Can Atlas plugin integrate with other systems and tools?

Yes, Atlas integrates with other key business systems for reporting, supports data visualization using Power BI or Atlas dashboards, and allows embedding of live business data into Microsoft Office documents.

Does Atlas plugin offer any automation features?

Atlas can automate repetitive reporting and data upload tasks, and reports can be automated to run during off-peak hours as well as distributed to non-Atlas users via email.

What security features does Atlas plugin support?

Atlas supports multi-factor authentication for Dynamics 365 customers and adheres to the native Microsoft Dynamics security framework.