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Solution Overview

Compass application has a broad range for features from Executive Dashboards, Liquidity and Cash Flow Modelling, Prepayment Tracking and Modelling to customizable reports. The Excel Add-In for Compass adds special commands and features to Microsoft Excel and provides a way to access a Compass plan’s database files by referencing a series of functions codes and generating data output directly in an Excel spreadsheet.

Challenges / Business Problems

Build product with features like

  • Connect to the database from Excel.

  • Report data in respective hierarchical order, horizontal and vertical views.

  • Categorize data bases on relevant categories provided.

  • Build various functions and generate data output for each function.

  • Save user preferences for functions.

  • Ease of use for functions application using Data Wizard

  • Customized Help inside Help Panel

User Overview

Region

USA

Industry

Banking

Project Overview

Schedule

 3 months

Team Size: 4

Technology

Dev Tools

  • MS Excel

  • MS Visual Studio

  • MS Dot Net

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