PARIS Technologies showcased BI tools for Unanet, including Power Analytics for FP&A and Project Reporting, using Excel add-ins for real-time, customizable reporting.

These tools support budget vs. actuals, forecasting, and multi-dimensional analysis within a familiar Excel interface.

Paul Natalizio presented an overview of user-defined fields (UDFs) and user-defined tables (UDTs) in Unanet AE, highlighting customization capabilities such as creating and managing UDFs, using the Layout Manager for custom forms, and implementing user-defined lists and tables. He also shared practical use cases, including tracking contact information and educational data

Martha Griffith presented a case study on Frederick Seiber & Associates' use of Unanet AE for project management, highlighting their direct entry system and efficient project lifecycle process. The team discussed various aspects of project management processes, including opportunity tracking, dashboard customization, and timesheet approval methods, with different participants sharing their experiences and suggestions for improvement.

Paul Natalizio and Courtney Drews presented on Unanet Data Lake and Power BI integration, explaining how the Data Lake provides real-time, read-only access to production data in Power BI. They demonstrated dashboarding and visualization capabilities and highlighted advantages over Unanet dashboards, including combining data sources and external sharing.

John McPherson of ResultSet presented a session focused on extracting and manipulating data from Unanet AE into Excel using API endpoints. He walked through setting up API calls and authentication, demonstrated configuring and testing API calls in Excel using Power Query, and reviewed data transformation and refresh capabilities.

Courtney Drews presented on the topic of Queries. This session covers the process of building and using queries. Courtney demonstrated various aspects of query building, including filtering, sorting, and using the data dictionary.