Release November 2020

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We are happy to deliver the brandnew November 2020 release with the new comment function and major organizational improvements. Try it now!

Remember, the Web Client is the user friendly interface for your Collector Users to deliver their monthly/weekly/daily data. The Web App is the tool for the Power User to setup and control your organization’s collection workflows.

(1) Web Client: New comment function

Probably everyone knows the “good old” comment function in Excel – from now on you can use this function in data1.io as well. Simply right click on a cell and select Add Comment …

… and enter your comment in the yellow comment box. After clicking the Write button not only the data but also the comment will be saved to your Fact Table:

Of course already existing comments are a shown after the READ process with the well-known red marker in the corner of the cell with the comment:

Every comment can be edited and/or deleted (do not forget to press the Write button to bring the changes into your application). Furthermore comments can be shown permanently with the Show/hide comment function.

On fact table level the comment can be found …

… in the new column CELL Comment:

(2) Web Client: New datatype validation

We have implemented the datatype validation into the Web Client which is already known from the Excel client. The datatype is derived from the field in the Fact Table where the data will be written.

If your Collector Users try to enter some text into a cell that is written to a Measure-Field in the Fact Table …

… then they will get an error message due to the invalid datatype:

Please note that the cursor in the background was automatically set to the cell with the invalid data.

(3) Showcase “Financial Forecast” with new multi-sheet feature

After introducing the Multi-Sheet Mode in last month`s October 2020 Release we activated this feature now in the Showcase Financial Forecast to extend the existing planning sheet called Erfassung …

… by an additonal sheet called Prämissen to set company specific calculation parameters:

The two sheets are synchronized, i.e. a READ or WRITE process in one sheets triggers always the same process also in the other sheet.

Please note that this showcase is implemented in german language.

(4) Enterprise Plan: Improved ODATA URL

Until now it was not possible to combine several ODATA-Feeds (to several private data1.io applications) within the SAME Power BI or Excel Power Query application. We changed that now by an improved ODATA URL and an improved background architecture so that you create now your Mashups with as many data1.io ODATA feeds as necessary for your Dashboard:

Just to remember: you`ll find your private ODATA URL here:

Please note that the ODATA Feed is an Enterprise Feature.

(5) Enterprise Plan: Additional Dimension Tables

You already know from your Fact Table that your datamodel has 10 Dimension Keys, but only the first dimension (Dim01) is used for the dimension tree and therefore can be defined in the menu item “1. Create your dimension tree”. But what about the other 9 dimensions?

With the menu item Datamodel you can activate every other dimension table needed. Furthermore you can give your dimension tables custom table names:

Please note that the Datamodel is an Enterprise Feature.

(6) Organizational: Update for our legal framework

We have updated our legal framework:

This was necessary due to the evolution of our software and in order to be 100% consistent with current legal requirements in the European Union.

(7) Organizational: New webpage “Is it secure”

We have created a new webpage answering the question how security is handled in the data1.io service:

(8) Organizational: Monthly Release Notes moved to our website

Finally we have moved these monthly release notes from our Help Center to our Website in order to get more visibility for the monthly release news:

(9) Organizational: General Update for our Website

Last but not least we have streamlined and updated our overall website www.data1.io. The whole content is now focussed on the new Web Client (and not the former Excel Client), the showcases moved from subpages directly to the landing page and the pricing table moved to a seperate pricing page.

Hope you like the new features – we are very curious about your feedback! Please let us know what you think and what kind of collection processes you would prefer to automate with data1.io. 

And: stay healthy!

Release October 2020

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We are happy to deliver the brandnew October 2020 release with a massively improved reading performance and the new multi-sheet Templates. Try it now!

Remember, the Web Client is the user friendly interface for your Collector Users to deliver their monthly/weekly/daily data. The Web App is the tool for the Power User to setup and control your organization’s collection workflows.

(1) Web Client: READ performance at least by 100 % increased!

We have massively improved the performance of the READ process in the Web Client. Depending on your individual Template and the data in your application the improvement will be at least 100% (double speed) and will go up to 400%!

(2) Web Client: Multi-Sheet Templates

Now you can build Templates with several “synced” sheets! Simply add the following two named ranges to your Template:
data1_CELLS01_SyncSheets_Read
data1_CELLS01_SyncSheets_Write
Then enter the number of the sheets that should be part of the READ and/or WRITE process and seperate them with a comma and space. Please note that you must also add the number of the current sheet if you want to keep the “normal” read and write behaviour for this sheet. We recommend to use the Excel function SHEET() in order to set the definitions dynamically.

Look at this example: the Excel Template file has 3 sheets. The first two sheets must always be read and written together since sheet 1 contains the parameters for the calculations in sheet 2. Simply add the two named ranges with the content “1, 2” in the main sheet …

… as well as in the Parameter sheet:

(3) Web Client: New download-to-Excel function

You will find now a new button which enables your Collector Users to download the content of their Web Client into an Excel file in order to backup the entered data. Simply select an element in the dimension tree (which triggers the READ process) and then press the new Download button:

You as a Collector User get an Excel File on your local computer with the layout and the content from the Web Client:

Please note that the download file has the same setting as the Template file created by the Power User (sheet protection etc.).

(4) Web Client: New download iteration function

Furthermore we have implemented an iteration function for the download:

This function will iterate through all elements which are accessable for a Collector User and will generate 1 Excel file for each element in the dimension tree:

Finally the iteration function generates a ZIP-File with all the download files:

(5) Web Client: New “You have unsaved data” question

As a Collector User, you easily forget to press the WRITE button and instead double click an element in the dimension tree. From now on you will no longer loose your work but instead you`ll get the “You have unsaved data” question:

(6) Web App: Editing for uploaded Templates

We opened the Template Wizard to also edit your uploaded Templates and then save the changes you made. This is e.g. usefull if you only want to make minor changes to the Template.

(7) And many more

We have improved the date format in all download files, Excel is now able to convert the dates into a date (= number) format:

Furthermore we have removed limits on uploading records to your fact table and we have deactivated the Write button during the write operation since this was a source of errors.

Hope you like the new features – we are very curious about your feedback! Please let us know what you think and what kind of collection processes you would prefer to automate with data1.io. 

Release September 2020

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We are back from the summer break and are really happy to deliver the brandnew September 2020 release with two new public showcases and many ‘production features‘. Try it now!

Remember, the Web Client is the user friendly interface for your Collector Users to deliver their monthly/weekly/daily data. The Web App is the tool for the Power User to setup and control your organization’s collection workflows.

(1) New Showcase “Financial Forecast” – powered by 4C Group AG

The new public showcase “Financial Forecast” is powered by our Partner 4C Group AG (Munich, Germany). It uses the most advanced Excel User Interface of all public showcases with many interesting (and new) features.

It is a rolling Financial Forecast on a monthly basis and allows you to enter individual product group names, employee names etc. per dimension tree node. Furthermore we can enter parameters like material quota in % and also the calculated results are written to the application:

Entering data to another company in the dimension tree …

… and aggregating to a sum level only shows the aggregatable sums (and not the details and not the %-parameters etc.):

(2) New Showcase “Weekly Project Status”

The second new showcase is a “Weekly Project Status” reporting in a team of 5 or 10 project managers:

The showcase uses a very simple Template structure which asks for the weekly actuals for only 3 KPIs and an estimate for the same KPIs for the next week:

Please note that in the real world scenario every project manager (PM) will see only his/her projects and the “current week” is not fixed but dynamically derived from the current date.

As you wil see in the next item the “Project Weekly Status” showcase was developed from the default configuration of the Template Wizard. This showcase will be a major tutorial showcase in our Help Center.

(3) Web Client: Queries on ‘All’ level in READ-Mode

Now it is possible to perform a query on the ‘All’ level of a dimension. Simply enter a “%” as criteria and you will get the sum of all recordsets in this dimension:

This is part of the solution how aggregation is done in the new “Financial Forecast” showcase: on the sum levels (of the dimension tree) the all level query on the “orange row” is executed. On a bottom level element (of the dimension tree) the normal queries on the “blue rows” are executed. 

(4) Web App: Template Wizard 2.0

During the last two months we have cleaned up the Template Wizard, improved the default configuration for new Templates, solved many Version 1 bugs and improved both the “by column” and the “by cell” mode.

Please note that the goal of the Template Wizard is not to create real-world user interfaces but it is more an interactive tutorial in order to understand how cell adressing works in data1.io Templates.

Furthermore, we focussed the menu of the “3. Setup your spreadsheet” item to the Web Client only. The menu items concerning the Excel Client were moved to a seperate group in the major navigation:

(5) Help Center: New Tutorial “Setup your individual Web Client”

Finally we managed to publish the first tutorials to understand what the Template Wizard does and how to connect your existing Excel Files to your data1.io application:

(6) Web App: New HTML editor for Workflow e-Mails

We have replaced the HTML editor we used so far. In the new editor we got now the urgently needed “Code” button …

… which allows you now to use the merge field {MANAGER.USER_ProfilePictureUrl} in order to show the profile picture of your Workflow Organizer in every workflow e-mail:

The new HTML editor also solves an issue with the formatting of lists.

(7) Many More

We have solved many small issues and minor bugs since the last release in July. And we updated our Angular Framework to Version 10.0.3.

Hope you like the new features – we are very curious about your feedback! Please let us know what you think and what kind of collection processes you would prefer to automate with data1.io. 

July 2020 Release (before the summer break)

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We are really happy to deliver the brandnew July 2020 release with many important ‘production features‘. Try it!

Remember, the Web Client is the user friendly interface for your Collector Users to deliver their monthly/weekly/daily data. The Web App is the tool for the Power User to setup and control your organization’s collection workflows.

(1) Web Client: Recordset Aggregation also on Bottom Level

Until now it was necessary to pre-aggregate actuals on exact that level that was shown in the Web Client Spreadsheet. From now on it is possible to import more detailled actuals …

… which are aggregated not only on the sum-levels of the dimension tree but also on the bottom level (here: companies):

This makes the import of actuals much easier and it is also possible to use the same data in different spreadsheets in different granularities. From a query performance point of view we recommend not to import huge amounts of recordsets since data1.io is not a dashboarding but a data collection tool.

Please note that this “bottom level aggregation” is not available in the ‘old’ Excel Client.

(2) Web Client: Acccess Control in GA

All Access Control features are now in General Availability (GA). Access Control in data1.io is defined users list of the specific workflow …

… and the defined time frame of the current collection workflow:

If a collector user e.g. clicks on the application link of an old Invitation or Reminder Workflow e-Mail, then access is not possible anymore and this info page ist shown:

(3) Web Client: Row Level Security (RLS) in GA

All Row Level Security (RLS) features are now in General Availability (GA).  Please remember: RLS can be defined in an application but it is not necessary. If you decide to use RLS you can not only choose which nodes of the dimension tree are accessable for whom but also if certain nodes should be accessable read-only:

In this case the collector user cannot save any data to such elements on the dimension tree:

(4) Web App: Improvements for Workflow e-Mails

We have created a new merge field that you can use in your Workflow e-Mails in order to keep your collector users informed: {WEBAPP.SPREADSHEET.URL}. This merge field will show the name of the application as an hyperlink and will use your application specific link to the Web Client as URL.

Furthermore we have added an ‘info footer’ to every workflow e-Mail which shows the recipient that this e-Mail comes from the data1.io Cloud Service and shows your individual application name:

(5) Web App: Extended Fact Table and reordered columns

We have reordered the colums of the fact table and have introduced a new two color system: orange is used for date, measure and text columns and blue is used for foreign key columns which can be connected to the dimension tables:

Furthermore we have extended the scope of the fact table to 10 measure colums …

… and also 10 text columns:

Those extensions are important especially for use cases which use Power Apps as additonal client tool.

(6) Web App: User Interface Update

We have further developed the user interface design of the Web App: we saw that we have to many rounded objects and changed the design of dropdowns and many buttons to rectangular:

Furthermore the fields of the data entry form are changed to rectangular as well:

Hope you like the new features – we are very curious about your feedback! Please let us know what you think and what kind of collection processes you would prefer to automate with data1.io. 

We`ll be back after the summer break with the September Release!

June 2020 Release

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We have fantastic news: the brandnew June 2020 release with the new Template Wizard for the Web Client is out now! We’ve worked hard to make it possible to design your own individual Excel User Interfaces for your data1.io applications! Try it!

Remember, the Web Client is the user friendly interface for your Collector Users to deliver their monthly/weekly/daily data.

(1) Web Client: New Template Wizard

The new Template Wizard is a tool which enables you as a Power User to easily design individual Excel user interfaces for your data collection applications!

The Wizard is structured similarly to an Excel PivotTable: it has a fields area and a rows/columns area. In the bottom you can see the spreadsheet result of your design decisons:

After pressing the Save button the Template file will be stored to your application and can be tested with the new preview function – and of course will be used by your Collector Users!

(2) Web Client: New Template Preview

With the new preview function you can easily test your new Template as a Power User concerning the WRITE and READ functionality (before you grant access to your Collector Users via the workflow settings):

(3) Web Client: Download and Upload your templates

Of course you can download your Template and further develop your User Interface with the well-known means of native MS Excel. You will learn, which named ranges data1.io uses to communicate with the Excel sheet and can even “pimp” your Excel Template with additional functions, which are not supported by the Template Wizard at the moment. After you have finished your Excel Template you can upload it again to your application.

(4) Web Client: Reset your Template Wizard

After a Template file was uploaded, the preview in the Wizard shows your Template but the Wizard itself is locked:

You can use the Reset button either to make a Full reset to the default Template file or you can continue with the Wizard with the last saved state:

(5) Excel Templates: Definition Mode “By Column” and recordset granularity

The “By Column” definition is very effective: the connection to a certain measure or text field in the fact table is defined per column (“blue”). Furthermore you can define with the number fields (“lila”) how many records will be created respectively which information will be stored on the same record. The standard definition creates one record per cell “yellow” cell in the Excel Template:

Entering the following data in the (formatted and improved) Excel Template …

… generates those 9 records in the fact table:

(6) Excel Templates: Definiton Mode “By Cell” and recordset granularity

The “By Cell” definition adresses a special usecase: the parallel usage of an other Client like Power Apps which needs a specific recordset structure (resp. needs as much as possible information combined on one record). The following definition combines all 9 entries (values + text) on the same record:

Entering the same data in the (formatted and improved) Excel Template …

… combines all the information in 1 record:

We hope that you will be able to design your own user interfaces with the new template wizard. So we are very curious about your feedback! Please let us know what you think and what kind of collection processes you would prefer to automate with data1.io. 

Hope you will like it – and stay healthy!

May 2020 Release

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Back to normal – the “corona lockdown” is (hopefully) over now. In the current release we have streamlined the workflows with the new Web Client and have further invested in this new frontend technology for your collector users.

(1) All three Public Showcases now also available in the Web Client

Last month we have launched the full version of the “Group Forecasting” Showcase, this month we are very happy to launch also our “Sales Forecast” and “HR Contracts” Showcase. All 3 Public Showcases are implemented as “dual showcases”, that means you can use both the new Web Client as well as the existing Excel Client.

The special thing in the “Sales Forecast” Showcase is the display of imported Actuals without beeing able to change those values in the fronted (of course):

The “HR Contracts” Showcase shows how HR costs resulting from employment contracts can be projected:

(2) Improved Landingpage for Public Showcases

We have improved the layout of the landingpage for the Public Showcase, added an image to each showcase tile and a link to the Download Page for the Excel Client template file:

Furthermore this page has got not its own URL so that it is easy to share and promote. 🙂

(3) Improved Landingpage for Private Applications

We have also improved the landingpage for the private applications by using a different color for the application tiles than for the Public Showcases (so that it is easy to intuitively to differentate). Furthermore we have added the indvidiual Open/Finished Status of the logged in collector user:

This page has also got now its individual URL.

(4) Web Client: new READ/WRITE Mode “4”

This new READ/WRITE Mode “4” in combination with a “1” or “2” forces the cell to be cleared without reading any data. One major field of application is the deactivation of the aggregation of % and parameter columns: you can use a formula with reference to the IsSumLevel Indicator and this way deactivate the READ of aggregated values for cells that cannot be aggregated.

(5) Web Client: new READ/WRITE exception definitions

Another issue in advanced template files is the mixture of different READ/WRITE types on the same row or column.

Until now, a template like this needed 2 rows for the opening balance since the cell with the entry of the initial value could not be in the same row as the formulas for the following balances:

With the new “exception definitions” you can define a named range called “data1_CELLS01_ExceptionType” with the ending number “1” to “4” to give single cells a fixed READ/WRITE definition. This way we can combine the entry cell with the calculated cell in the same row (which is is defined as Type “3”):

(6) Web Client: switching named ranges to worksheet level

data1.io Spreadsheets work with named range to deliver the so called “data1.io Framework” which is necessary to use an Excel file as READ/WRITE activated spreadsheet in the data1.io Cloud Service. Until now, the Web Client used named ranges on a workbook level. We have changed that now to the worksheet level in order to prepare the Web Client also for the creation of multi-sheet applications:

We are happy that you will be able to realize more sophisticated usecases with the new template features. So we are very curious about your feedback! Please let us know what you think and what kind of collection processes you would prefer to automate with data1.io. 

Hope you will like it – and stay healthy!

April 2020 Release

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This is the second release from the “corona lockdown”. We hope that you and your families are all healthy and keep well and fit. We have developed the new Web Client to “flight height” and proudly present our massively improved public showcase for Group Forecasting.

(1) Improved Showcase “Group Forecast”

We have improved our public showcase “Group Forecast” by adding a period selection, a previous month display column and a 6 month rolling forecast. Comments can be entered seperately for actuals and forecast. In the background we have used all the new features introduced later in this release note.

For comparison reasons here is the showcase from last month:

The showcase is fully compatible with the Excel Client, you can download the Excel Template here.

(2) Blogpost “Group Forecast with data1.io and Power BI” (in german language)

We have published a 2 part blogpost introducing the new Group Forecast:

Part 1: Automatisiertes Sammeln dezentraler Daten mit dem Cloud Service data1.io

Part 2: Visualisierung der gesammelten Daten mit Power BI

(3) Web Client: New cell adressing mode “By Column”

We have developed the new cell adressing mode “By Column” which makes it possible to realize templates with many columns and many rows (and is similar to the adressing mode we have in the Excel Client). Typically for this mode ist a definition row with the definition for the record structure and the target measure / text field in the application.

(4) Web Client: New READ-/WRITE Configuration

Another important feature for building larger spreadsheet templates is the definition row and column for the READ-/WRITE configuration, which is defined by a system of entries of 0, 1, 2 and 3:

(5) Web Client: New “System DELTA” Parameter

The content of this field is used as a “flag” for the set of recordsets written to the application with one WRITE process. It is used to identify those recordsets which have to be replaced when writting back the same data once again. Therefore this parameter is only relevant for the WRITE and not for the READ process.

(6) Web Client: New “Is Sum Level” Parameter

This parameter is set when double clicking the dimension tree and therefore an element is selected. “1” says that the selected element is a sum-level, “0” means that a bottom-level element was selected. This parameter is very useful to make calculations and/or settings dependant on the level selected.

(7) Web Client: Schema table not necessary any more

We are very happy that we do not need the so-called schema table anymore. This was an additional definition table supporting the Excel spreadsheet. Now, the Excel spreadsheet contains all relevant information and there is no further need to maintain that table – just upload your Excel template and use it!

(8) Web Client: Performance Boost on READ Processes

We have dramatically improved the performance of the READ Process by Factor 10! Sure, the Web Client was not optimized until now but now it is already faster than the Excel Client!

The new Web Client has now evolved to a proper level and has nearly reached the feature set of the “old” Excel Client. But nevertheless we will continue our investmenets aiming to make it even five times better! So we are very curious for your feedback! Please let us know what you think about it and what kind of collection processes you would prefer to automate with data1.io. 

Hope you will like it – and stay healthy!

March 2020 Release

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This is the first release from the “corona lockdown”. We hope that you and your families are all healthy and keep well and fit. We continue focussing on our new Web Client and we start with the rollout of the first Enterprise Plan features.

(1) New Landingpage available for all user roles

Last month we introduced the new landingpage for the basic role “registered users”, who just get a list of the available public showcase. This month we opened it for all user roles! “Collector users” – these are users who are part of an active collection workflow in an application – now get a list of their currently active workflows:

“Application Owners” are directed to the new langingpage, if they are also collector users in other (foreign) applications. Otherwise they are connected directly to the Web App to configure their own applications.

(2) New Upload Function for XLSX-Files as Web Client

We have added a new tab “Web Client – Upload” with a button to upload a (configured) XLSX file which is then used as Web Client in your application:

We have also redesigned the Info-Page in the section “3. Setup your spreadsheet” so that it is clearer now that there are two clients available.

Please be aware that at this stage of the development the XLSX Template Files are developed by our consulting team for our customers, which then can then be uploaeded by yourself (together with the schema file which is delivered together with the template file).

(3) Activating Workflows in the Web Client

We are happy that the Workflow component ist now also avaible in the new Web Client. Every user starts in the status “Open” and then closes his/her personal collection workflow by clicking the “Finish”-Button …

… and confirming the dialog box:

As a collector user you still have reading access to your data (until the day defined in the collection workflow), but you cannot change the data any more.

(4) Redesign Workflows in the Excel Client

We have redesigned the Workflow Component in the Excel Client as well so that the experience is exactly the same in both Clients:

(5) Enterprise Plan: ODATA-Feed

We introduced the ODATA-Feed as preview with the October 2019 release, now it is general available (GA). Users with an Enterprise Plan (EP) will find a new tab in the section “6. Use your collected data”:

(6) Enterprise Plan: Introducing the Datamodel (Preview)

We are happy to introduce a new section called “Datamodel”. This will customers with an Enterprise Plan (EP) to fuly configure their datamodel. With the next release we will present the features to configure the dimension tables.

Please note that the configuration of the datamodel is not necessary to “simply” run data1.io Collection Workflows but to provide reporting systems like Power BI with complete dimensions.

Sure, the new Web Client is evolving now and we will continue our investmenets aiming to make it even ten times better. So we are very curious for your feedback! Please let us know what you think about it and what kind of collection processes you would prefer to automate with data1.io. 

Hope you will like it – and stay healthy!

February 2020 Release

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Again we have fantastic news: the brandnew February 2020 release is out now! We’ve worked hard to make the new Web Client accessable for the public – and we managed it already 1 month earlier than announced! Try it! Remember, the Web Client is the light-weighted alternative to our existing Excel Client, it is the Interface for your Collector Users to deliver their monthly/weekly/daily data.

(1) New Landing Page in the Web App

Login into the the Web App (or register at first for an account) and you will see the new landing page which shows the gallery with the available showcases:

Please note: all users who already have created their own data1.io application are directly connected to the Web App for their individual application and will not see the new Landing Page. We are working on that to deliver the new landing page to all user roles …

(2) New Showcase “Group Controlling 2.0”

Clicking the button Enter on the Landing Page opens the showcase with the new Web Client:

Please note that the button Write is only active if you select a bottom level element from the Dimension Tree. Change the data and try to write them back!

Activating a sum level element shows the aggregated values for this element (sum):

(3) Download as XLSX

The Web Client is based on an Angular Spreadsheet Webpart – the really good thing is that the spreadsheet can be downloaded as an XLSX and opened with normal Excel:

(4) Formatting and Upload the updated XLSX

The file can not only be downloaded and opened in MS Excel but you can also format it, activate sheet protection and use many more well-known features in Excel. After you`ve finished you can upload the updated file into your individual data1.io application.

This way it is possible to make the Spreadsheet looking nice (please compare the current spreadsheet with the one shown in the January 2020 Release).

Please note: with this release the download / upload feature is not yet available in private data1.io applications. This will come soon!

(5) Compatibility with the Excel Client

We presented this feature already in the January 2020 Release, but also in February hard work was necessary to make the 2 clients “under the hood” more compatible (a process that will continue over the next months). This makes more sophisticated templates like the one for the new showcase possible. Here is the “companion Excel Client” for the new showcase:

This Excel Template can be downloaded here or in the “Public Showcases” gallery of the data1.io Excel Client:

As you can see, the established Excel Client provides now 4 Showcases: the first 3 are only available for the Excel Client and the 4th is the first “dual showcase” which is available for both clients.

Hope you will like it!

Sure, the new Web Client is still an early version and we will heavily invest to make it even ten times better. So we are very curious for your feedback! Please let us know what you think about it and what kind of collection processes you would prefer to automate with data1.io. 

January 2020 Release

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The year is starting fantastic with the January 2020 release! It`s all about the brandnew Web Client which will be the main interface for Collector Users to deliver their monthly/weekly/daily data and which is a light-weighted alternative to our existing Excel Client. We saw that it is crucial to provide an easy-to-deploy client to all those companies which not have rolled out Office 365 into every corner of their company.

(1) The spreadsheet in the new Web Client

We use an Angular based webpart as spreadsheet for our new Web Client. Like every spreadsheet it consists of one or more sheets which have rows, columns and cells. Into cells you can type text, figures or formulas:

(2) The Dimension Tree in the new Web Client

As you maybe know from our Excel Client, in data1.io there must be a dimension tree in order to “switch” the spreadsheet through the organizational structure a user is assigned to. Just double click an element to show the (aggregated) data of this element.

(3) The WRITE Process – save your data

Select an element from the dimension tree (by double clicking the element), enter your figures and comments in the unprotected cells of the sheet. Press the WRITE Button and the entries from the spreadsheet are transformed into records …

… and are saved – of course – to the database of your application:

You can connect this “Fact Table” as a datasource for your Dashboards in Power BI and in Excel (via the ODATA datafeed) and you can automatically fuel your SAP (R) or Salesforce (R) with that information in order to trigger value creating processes in your business.

(4) The READ Process – show your data

Double clicking on an element triggers the READ Process and shows the existing data of this element, in the case of a sum level element you will see the sum of the values (and no comments, since they are not aggregateable):

(5) Compatibility with the existing Excel Client

We are proud that the two clients – Excel and Web – are fully compatible, so mixed scenarios also can be realized. Your Collector Users (“outside”) use the easy-to-deploy Web Client and your Managers (“inside”) use the native Excel Client:

Later on we will show, how this new Client will help to realize mixed scenarios also with Power Apps as a further client for forms based data collection processes.

Of course we know that this new Web Client is an early version and lots of effort has to be invested to make it ten times better. So we are very hungry for your feedback! Please let us know what you think about it and what kind of collection processes you would like to automate with data1.io and the new Web Client.

Hope you will like the new client, the first publicly accessable version is planned already for the end of March!