Scenario
Live enterprise data, right in the workbook.
Excel is where finance and operations already work. The point isn't to replace it — it's to feed it live, governed data instead of yesterday's export.
- Live data in cells
- No manual exports
- One workbook for all
I maintain eleven filtered copies of the same report because each regional manager may only see their own region.
With Virtual Data Platform, one workbook serves everyone — every refresh runs under the opener's own identity, so each manager sees exactly their slice.
One file to maintain, zero data leaked in attachments, permissions enforced by the source — not by hope.
- Excel
- Per-user identity
See it in Excel
Two ways in — a formula for power users, a wizard for everyone else. Both refresh live under the user's own identity.
=VDP.GetData("Finance", "SalesByRegion", "region=" & B2)Category and dataset as arguments; the parameter comes straight from cell B2.
Dataset Finance › SalesByRegion
Region ▾ EMEA (from Value List)
Period ▾ 2026-Q2
[ Insert live table ]No formula required — pick the dataset, set parameters from dropdowns, insert.
What teams do with it
One workbook for everyone — each refresh runs under the opener's identity, so each manager sees only their region.
Retire BEx and Analysis for Office: parameterised SAP queries land in one modern add-in.
Group close without the export marathon — refresh consolidated actuals live.
See your own data live in 30 minutes.
Start with a live demo — we'll show your use case in Excel, Power BI, R, or through an AI assistant. Then take it further with a free trial in your own isolated tenant.