Business Subscriptions

The business subscriptions provide an easy way for companies to enable multiple users (2 - 1000s) to access the Excel-to-Word Document Automation add-in. The business subscriptions are easier to manage and usually lower cost than individual subscriptions. See pricing options. 

A Free Business Trial with unlimited access to and usage of the add-in for 30 to 90 days is available to anyone with a business email who expects to have one or more other coworkers use the add-in. Throughout the free trial, you can view detailed usage statistics so you can estimate future costs.

You will have access to the AnalysisPlace Admin Portal after you complete your purchase. Configure user access in the Admin Portal. For the trial, you could configure access so everyone in your organization can have unlimited access. You must sign into the Admin Portal with the same email address that you use to make the purchase (you will need to set up a password). Double-check to ensure you've entered your email correctly.

See instructions for how to Manage Your Account (control user access, view usage statistics, etc.) and how to Manage Subscriptions (change quantity, change plan, and cancel).

Business and individual subscriptions can be purchased through Stripe or the Microsoft AppSource.

Free Business Trial

Advanced Business Features 

• Empower your team with template-based report generation from within your Excel-based assessment tools

• Create, deploy, manage, and monitor Excel-based tools that are used by multiple users. 

The optional Advanced Business Features are included in all Business Subscriptions.

Many organizations have Excel workbooks (assessment tools) that they share with multiple users but have limitations related to version control, security, usage monitoring, ease of use, and updating output reports. Our Business features enable you to create, deploy, manage, and monitor Excel-based tools that are used by multiple users.  These additional features allow you to use or author your own Excel workbooks and template-based Word and PowerPoint output reports.  You administer the features via the Admin Console (part of the add-in). AnalysisPlace hosts the solution and provides usage data.

It is a very cost-effective solution designed specifically for organizations that want to publish Excel-based tools to multiple users. Customers report dramatic improvements to assessment quality and productivity. The solution enables you to overcome the challenges of existing Excel-based tools with features like Document Generation, Version Control, Access Control, Usage Analytics, and Data Protection.

 

 

The Advanced Business features help in 3 ways:

• Cloud Reports – Create Word and PowerPoint reports from templates, then continue to update content as Excel content changes
• Auto-Open - Embed the add-in within Excel for easy deployment and access
• Restore Defaults - Restore modified values back to their original/default values and formulas
• Data Migration – Easily transfer data from one workbook to another (e.g. for version upgrades)

3.  Manage & Monitor Usage

Secure, manage and monitor your Excel-based tools

• Workbook Management – multiple workbook tools can be managed independently. For example, each workbook can have separate report templates.
• Version Control – notify users if a new version is available (or required). Optionally restrict usage for obsolete/unsupported versions.
• Access Control – limit access based on email domain or user list
• Data Capture & Analytics – capture data inputs and/or calculated results for later analysis. Analyze how your users are using the tool and reports.
• Data Refresh – refresh frequently-updated data (such as pricing or exchanges) every time a user opens the workbook. Avoid publishing a new version of the workbook.
• Data Protection – protect sensitive spreadsheet data and calculations. Limit access to signed-in users.
• Administrator Controls – easily configure features from within the add-in
• Usage Reporting & Analytics – view and analyze usage statistics. Understand who is using the tools and how much

Key Benefits

• Support and manage multiple Excel-based tools; each tool can have multiple report templates
• Powerful and flexible Word and PowerPoint reporting
• Easy to convert and automate existing Excel spreadsheets and Word/PowerPoint reports
• Flexible, cost-effective subscription options (fixed or active user)
• Compatible with Windows and Macs (requires Office 365 subscription)
• Easy to configure user options using the Admin Console
• No software to install – only requires the user to sign in to the existing Excel-to-Word Document Automation Add-In 

30-day Free Trial

AnalysisPlace offers unlimited usage for your team to evaluate the solution.

An administrator will have access to the Admin tools to configure all feature options

User access is very simple. All users of designated business domains (email@domain.com) have access to the tool.

Get Started

 

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Key Features

Cloud Reports (Template-based Report Generation)

 

Cloud Reports are perhaps the most powerful Business feature.

It enables users to create personalized Word and PowerPoint reports from templates that are stored in the cloud. Users select/create the reports from a drop-down list in the Excel add-in.  The templates are simply Word/PowerPoint documents created by authors/administrators and Linked using the add-in.

Benefits:

• Supports multiple report templates per workbook (and each managed workbook can have multiple reports)
• Very easy to use – users simply open the Excel workbook, make changes, then create reports from a drop-down list
• Administrators can update the templates at any time (via the “Admin” tab in the add-in), so users have access to the most current output reports

Process to create report templates (Administrators)

1. Create your Word/PowerPoint documents
2. Link the documents to the Excel workbook using the add-in
3. Name and upload the documents via the Admin tab (they are stored on our servers). You can have multiple report templates per workbook.

Process to create/update reports (Users)

1. User modifies Excel workbook input cells
2. User selects the desired report from the Report drop-down list in the add-in.  User clicks “Create Report”
3. Within seconds, the report is created on our servers and enables the user to download it via the “Download Report” button.
4. If desired, the user can then continue to update the links in the document.  The user can make changes to the document (for example delete sections, add/modify static content, etc.) and modify input in the Excel tool. The user can then “Submit Content” from the Excel add-in, then “Update Document” in the Word or PowerPoint document.

 

 

 

 

 

Admin Tab

The “Admin” tab is a tab within the add-in (appears in Excel only). It is available to designated Administrators signed into the add-in.  It allows the administrator to modify any “Admin” setting.

The solution allows flexible administration of features for multi-user environments. It can support administrator-managed tool(s), user-managed tools, or a mix. 

Example Multi-Workbook Scenario

Workbook	Reports	Authors	Users	Managed?	Key Features
Solution Configurator, Cost and Benefit Calculator	Proposals & Sales presentations	Pre-sales staff & subject matter experts	Sales staff (outputs provided to customers)	Admin Managed*	Version Control Cloud Reports Usage Analytics Data Refresh Data Protection
Financial Consolidation and Analysis	Financial Reports	Corporate finance	Business unit accountants
Customer project analysis	Customer results reports	Subject matter experts	Operations staff	Use Managed	Workbook Protection Ad Hoc Report Updating Restore Defaults Auto-Open
Variety of business analysis	Status reports & presentations	Anyone	Anyone

*The workbook tool contains a unique DocumentID. Features and reports are configured specifically for that workbook.

 

 

Auto-Open

Auto-Open enables the add-in to open along with the workbook – the user does not need to activate the add-in from the menu.

It allows the add-in to automatically open whenever a user opens the enabled workbook, improving user experience. Auto-Open is initiated only after the user first installs/activates the add-in.

A more advanced version of Auto-Open is also possible. It does not require the user to initially install the add-in – it opens the add-in anytime a user opens the enabled workbook.  A consultation with AnalysisPlace is required to enable this (requires OpenXML manipulation of the Excel file).

 

 

Manage Input Cells

This feature creates a hidden list of the input cells in the workbook. It also names those cells (with an “_m” prefix). This can be very beneficial if multiple people conduct their own assessments using the workbook and you only want them to modify specific "input" cells. The input cells are typically unlocked (to allow editing) while other cells remain locked.

"Managed Input Cells" are necessary for features such as Restore Defaults and Data Migration. Those features only work with cells that are “Managed”.

 

 

 

Restore Default Values/Formulas

It allows users to restore modified cells back to their original/default values and formulas. Users can restore individual cells or the entire workbook. 

This requires “Managed Input Cells”.

 

 

Workbook Protection

Protect parts of your workbook you don't want users to modify (e.g. titles and formulas) and hide sheets/sections you don't want users to see (e.g. reference sheets and side calculations).

This is a “modeling helper” to make it easier for tool authors to convert a spreadsheet to a tool that can be distributed to multiple users.

 

 

Data Migration (Save & Load Changes)

Enables users to save changes made to managed input cells and to load saved changes into a different workbook. This feature is particularly useful when upgrading to a new version of a workbook. It temporarily saves the data to AnalysisPlace servers.

 

 

 

 

 

Workbook Management

Workbook Management allows you to control which workbooks to apply specific settings to.

These settings help to make workbooks "managed" and to enable other dependent features. Managed workbooks can be identified with a Document ID.  The ID is used by this add-in to determine what settings/features/restrictions to apply to specific workbooks when users open them along with this add-in.

There are 2 ways to manage workbooks:

1. Apply settings to all workbooks opened along with the add-in
2. Assign different settings to different workbooks (identified by the Document ID)

Workbook Management also applies version information to workbooks.