Ways of sharing and publishing your Zebra BI reports

Zebra BI offers you a wide variety of ways to share your awesome visuals, reports, dashboards and presentations with other people.

You can create PowerPoint slides, both static pictures and also linked/updatable slides. You can easily publish multiple page PDF documents directly from Zebra BI. You can export static Excel workbooks for Excel users without Zebra BI. You can create dynamic and fully interactive Excel dashboards and share them with other Zebra BI users. You can even publish your interactive Zebra BI reports and dashboards as web dashboards via MS SharePoint.

Hopefully, this is enough for your needs! 😉 Let's try to cover all these options into more detail.

1. Static reporting: PowerPoint, PDF or static Excel

If you want to share your work in formats that anybody can read, then you can try one of the following options:

  • export your report to PowerPoint or create linked PowerPoint slides,
  • publish a secure PDF document or
  • export as a static Excel workbook

As mentioned, everyone will be able to open these files, even if they don't have Zebra BI installed. Furthermore, reports in PowerPoint or PDF formats are also "locked" for editing so there's no danger for the readers to accidentally spoil the design, change or delete any of the formulas/values or mess around with source data or data queries.

To export to PowerPoint, PowerPoint with links, PDF or static Excel, click on the small arrow on the Export button:

Zebra BI export to PowerPoint PDF or Excel

To create updatable PowerPoint slides, use Export PowerPoint with Links. This will create linked slides that you can update any time, e.g. on a monthly or a weekly basis. So you can simply reuse the same PowerPoint slide deck every month and just update the links when your figures in original Excel workbooks are refreshed.

For maximum protection of files in static reporting, use the Export to PDF option. You can create a multiple page PDF document from your entire workbook in one simple step.

To learn more about exporting from Zebra BI, please read

2. Dynamic reporting in Excel and Excel dashboards

If you want other users to open your Zebra BI reports directly in MS Excel with fully updatable charts, then they require either a full Zebra BI license or a Zebra BI Dynamic Viewer license.

This option is especially interesting when you expect other users to interact with the data, e.g. change slicers, filter pivot tables, make simulations by changing or updating some numbers, etc. It allows you to build and deploy fully interactive Excel dashboards (also linked directly to data sources like DWH, SAP BW, OLAP cubes or other databases).

To learn more, please read this: Zebra BI Dynamic Viewer.

3. Web-based dashboards: Zebra BI for SharePoint

Zebra BI for SharePoint enables publishing dynamic and interactive Zebra BI reports and dashboards to hundreds or even thousands of users via MS SharePoint Server.

This option is perfect for web-based enterprise reporting or enterprise dashboards where a large number of users securely access customised and interactive dashboards via a standard web browser.

Zebra BI for SharePoint is a server module that is installed under Microsoft SharePoint Server 2013.

To learn more about Zebra BI for SharePoint please read Publishing web-based dashboards to MS SharePoint.

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