Seamlessly integrate with Tableau & Power BI using new XTable Exports - April 2025 Newsletter | Areté Inc

Easily push data from Prevail11 into Tableau & Power BI using New Meta Report Options

Planners can now select a saved or a shared Meta Report to be exported as an "XTable", which is a new type of reporting interface. Prevail11's smart naming function assigns a unique Widget-ID to each Meta Report for ease of location, accessibility and storage.

In the Manage Exported Reports option, Planners see each Meta Report and its associated XTable along with the most recent Export Time and Row Count of the report. The Report Dtls Pane of the Manager displays all XTable column names, and the Report Pane displays the actual XTable records. Planners now also have the option to re-run an export to refresh data, delete all XTable data or drop the XTable completely.

A screenshot of a data reporting application displaying a table with asset information, including columns for asset ID, value, call ID, final value, and sum of final amount. Column data types are shown in the top right.

The Manage Exported Reports launcher form now has the option to "Show Exported Reports Only", to only display reports that have been exported to an existing XTable.

A user interface screen showing Launcher Settings with Most Recent selected, filter options to show exported reports only with a toggle switch, and Cancel and Launch buttons at the bottom.

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Create Detailed Meta Reports for Specific Time Frames

Prior to the latest release, Prevail11 had an option to filter Meta Reports by Calendar Week only. Areté improved the Meta Report to filter reports based on any available configurable time frame, such as Weeks, Months or Periods. This has been enhanced to provide a better user experience and more flexible and configurable reporting.

A settings panel labeled Horizon with Time Frame set to Weeks. From Week is 202039 and Thru Week is 202105.

Now consolidate PTD and PTG in your Excel Outline Exports

The Export Excel Outline function now features an option to combine the PTD (Period-to-Date) and PTG (Period-to-Go) values for the current month, when exporting by month. Simply select the Combine PTD and PTG option on the launch form for more tailored monthly Excel Outlines.

A settings panel with options for Horizon. Hist Frames and Fcst Frames both set to 12 months, and a toggle switch for Combine PTD and PTG switched on.

Contact us to learn more about all updates and enhancements in the latest version.

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