Replacing Excel: Customer Tracker

ms powerpoint
ms word
parameterized RMD

Create Excel, Word, and PowerPoint output from R — and more

Use R Markdown instead of complex Excel calculators. The code-based examples here are easier to maintain and less prone to error than their Excel equivalents. Example outputs include Microsoft Office common formats, PDF, interactive web apps, flexdashboard, parameterized R Markdown, html slides, and plumber API.


These dashboards and reports track key performance metrics for customers by week. Users can interact with these reports in order to pull the precise data they are looking for. Read more about the customer tracker on R Views or or view the code on Github.

Screenshot of customer tracker dashboard.

Published Output Types

You can create your content with open source R packages like R Markdown, Shiny, or Plumber. After you create your content, you can publish it to Connect. It is easy to turn your R code into reports, dashboards, apps, and APIs.

View the code on Github for this project and browse the following output formats for the customer tracker hosted on Connect:



Interactive docs and apps



Connect is a server product from Posit for secure sharing of R and Python content. It is on-premises software you run behind your firewall. You keep control of your data and who has access. With Connect you can see all your content, decide who should be able to view and collaborate on it, tune performance, schedule updates, and view logs.

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