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Riding herd on Excel BI use isn’t easy, but it’s necessary
Business intelligence managers once talked longingly about weaning end users off their Excel addictions to help ensure that BI data remained consistent and secure. Yeah, right: In most cases, efforts to eradicate Excel from BI processes went nowhere, forcing BI teams to shift to a strategy of accommodating rather than eliminating it.
“We have fought the war for 20 years and we have lost,” said Boris Evelson, an analyst at Forrester Research Inc. in Cambridge, Mass. What BI managers need to do now, he added, is work to control and manage Excel BI use as best they can. For example, Evelson recommended that Excel be integrated with BI software that can export data to spreadsheets, enabling Excel to function more as a user interface and data presentation layer than as a data manipulation tool itself.
There’s no simple recipe, though, for keeping business users from going in their own directions with Excel. “It’s sort of like herding cats,” said Rick Sherman, founder of consultancy Athena IT Solutions in Stow, Mass. “You’re never going to fully control Excel. Anyone who thinks they will is fooling themselves.”
To achieve that goal, Sherman, Evelson and Bill Brydges, a managing director at consulting company MorganFranklin in McLean, Va., all cited the same keyword: governance.
Excel BI use OK here, not there
Evelson said companies should implement spreadsheet-usage governance policies that are flexible but will be enforced. Under such policies, Excel use could be allowed for reporting and analysis within individual workgroups but not for enterprisewide BI functions. Nor should it be allowed as part of particularly sensitive processes, such as regulatory reporting, he said.
Similarly, Sherman said companies could extend existing data governance programs to include Excel usage. He cautioned, though, that BI managers should tread lightly and try to sell proposed governance policies on the basis of factors such as potential productivity improvements they could lead to or the need to provide uniform BI data and findings to corporate executives. “If you try to be heavy-handed, that’s a losing battle,” he said.
Excel usage for BI purposes is “more of a symptom than a problem in and of itself,” Brydges said. “People turn to Excel when it is the only tool they have to manipulate data.” To prevent its use from becoming problematic, he advised, BI teams should incorporate Excel as a key component of fully integrated BI processes so it isn’t treated as a standalone technology or a bridge to BI systems.
“Users will continue to rely on Excel and other tools to get simple tasks done, and they should,” Brydges said. “The point is to control the governance of when data from that type of approach is integrated into enterprise business processes and reporting.”
Sherman added, though, that BI tools in general support tighter integration with Excel than they did in the days when spreadsheets were viewed as the enemy of proper business intelligence techniques. For the most part, he said, BI vendors have now adopted a coexistence strategy when it comes to dealing with Excel.
Author: Alan R. Earls, a Boston-area freelance writer focused on business and technology. Craig Stedman, executive editor of SearchBusinessAnalytics.com, also contributed to this story.