Excel Stories

As discussed in the previous section, Stories aim to transform complex financial data into compelling narratives, empowering users to understand, analyze, and communicate financial insights effectively.

Activity is designed to help the user to execute the required process in a guided and automated way. This also helps to control and monitor the progress of the process. Activities supports the user to see the status of completion of each instance. The user clicks the instance they needs to work with. This next level of Activities shows the details of the task to be executed. These tasks can include Loading Data, inputting Data, executing calculations, generating reports, and similar activities. These step-by-step processes are defined in the JustPerform platform Process flow and executed in this step.

Explore tab is where users create and edit the input schedules and reports. In this interface users can see how many widgets are used in the report or input schedule. Clicking the Add button on widgets starts the report/input definition. Each widget is composed of Definition, Layout, and Options.

We will discuss more about these in the following pages.