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Difference between revisions of "FAQ"

(When I publish a formula report to the web why can I not choose or change the slicer?)
(Publishing)
 
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=Evaluation=
+
==Evaluation==
===I am trying to evaluate XLCubed but cannot connect to the Bicycle Sales cube that comes with the evaluation copy of the software===
+
====I am trying to evaluate XLCubed but cannot connect to the Bicycle Sales cube that comes with the evaluation copy of the software====
 
The Bicycle Sales cube is in Analysis Services 2000 format.  If you are running 64-bit Office products you will not be able to connect to it.  If you would like to evaluate XLCubed by connecting to your own data cubes, please contact XLCubed Support at [mailto:support@xlcubed.com support@xlcubed.com]
 
The Bicycle Sales cube is in Analysis Services 2000 format.  If you are running 64-bit Office products you will not be able to connect to it.  If you would like to evaluate XLCubed by connecting to your own data cubes, please contact XLCubed Support at [mailto:support@xlcubed.com support@xlcubed.com]
  
=Installation=
+
==Installation==
===I have re-installed XLCubed and get the following error:===
+
====I have re-installed XLCubed and get the following error:====
  
 
[[Image:FAQ1.png|350px|centre]]
 
[[Image:FAQ1.png|350px|centre]]
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* You should then be able to publish/browse to the site as normal.
 
* You should then be able to publish/browse to the site as normal.
  
===I have installed XLCubed Excel Edition. Why do I not see the XLCubed ribbon when I go into Excel?===
+
====I have installed XLCubed Excel Edition. Why do I not see the XLCubed ribbon when I go into Excel?====
  
 
You need to enable the XLCubed ribbon to appear within Excel.
 
You need to enable the XLCubed ribbon to appear within Excel.
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[[Installation|Enable XLCubed Ribbon]]
 
[[Installation|Enable XLCubed Ribbon]]
  
=Grids=
+
==Grids==
===I have made a change to the row format in the XLCubedFormat sheet but there is no change to the grid.  Why has it not refreshed?===
+
====I have made a change to the row format in the XLCubedFormat sheet but there is no change to the grid.  Why has it not refreshed?====
 
After you change the format on the format sheet you need to go to your grid sheet and refresh the grid.  The new format will then be displayed.
 
After you change the format on the format sheet you need to go to your grid sheet and refresh the grid.  The new format will then be displayed.
  
===I have more than one grid in my spreadsheet and I want different conditional formatting for each grid.  How do I achieve this?===
+
====I have more than one grid in my spreadsheet and I want different conditional formatting for each grid.  How do I achieve this?====
 
This can be done through the XLCubedFormat Sheet.   
 
This can be done through the XLCubedFormat Sheet.   
  
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[[Formatting Grids#Formatting directly through Format Sheet|Formatting directly through Format Sheet]]
 
[[Formatting Grids#Formatting directly through Format Sheet|Formatting directly through Format Sheet]]
  
===Double-clicking on my grid report returns different results to a similar formula report.  Why does this happen?===
+
====Double-clicking on my grid report returns different results to a similar formula report.  Why does this happen?====
  
 
The screenshot below shows a grid report on the left and a formula on the right which look very similar but behave differently.
 
The screenshot below shows a grid report on the left and a formula on the right which look very similar but behave differently.
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[[Image:FAQ8.png|350px|centre]]
 
[[Image:FAQ8.png|350px|centre]]
  
===I have a grid report on which I want to sort on a measure by category and then within that, sub-category.  How can I achieve this within XLCubed?===
+
====I have a grid report on which I want to sort on a measure by category and then within that, sub-category.  How can I achieve this within XLCubed?====
  
 
This can be achieved by setting up a sort on the grid members.
 
This can be achieved by setting up a sort on the grid members.
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[[Ranking, Sorting and Filtering|Sorting by sub-category within category]]
 
[[Ranking, Sorting and Filtering|Sorting by sub-category within category]]
  
=Slicers=
+
==Slicers==
===When I publish a formula report to the web why can I not choose or change the slicer?===
+
====When I publish a formula report to the web why can I not choose or change the slicer?====
 
In Excel, go to the XLCubed tab and choose workbook options.  Under the web publishing tab there is a setting to ‘Edit Member Formulae’ which you need to set to yes before publishing.
 
In Excel, go to the XLCubed tab and choose workbook options.  Under the web publishing tab there is a setting to ‘Edit Member Formulae’ which you need to set to yes before publishing.
  
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[[XLCubed_Options#Workbook_Options|Workbook options]]
 
[[XLCubed_Options#Workbook_Options|Workbook options]]
  
===Is it possible to sort the elements of a slicer alphabetically, without setting the order separately for each element?===
+
====Is it possible to sort the elements of a slicer alphabetically, without setting the order separately for each element?====
 
Right-click on slicer and select Edit.  Select the Advanced tab and then choose to Sort Result.  Click the drop-down by Sort Asc and Edit Sort.  Select Sort Ascending (A-Z) and then OK. For
 
Right-click on slicer and select Edit.  Select the Advanced tab and then choose to Sort Result.  Click the drop-down by Sort Asc and Edit Sort.  Select Sort Ascending (A-Z) and then OK. For
  
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[[Ranking,_Sorting_and_Filtering#Step_4:_Sorting_slicer_elements| Sorting slicer elements]]
 
[[Ranking,_Sorting_and_Filtering#Step_4:_Sorting_slicer_elements| Sorting slicer elements]]
  
===I want to use a slicer to allow the selection of a country and then have the corresponding country code displayed or passed to another report as a parameter.  How can I achieve this?===
+
====I want to use a slicer to allow the selection of a country and then have the corresponding country code displayed or passed to another report as a parameter.  How can I achieve this?====
  
 
This can be achieved by the creation of a slicer that selects its values from a range of cells.
 
This can be achieved by the creation of a slicer that selects its values from a range of cells.
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[[Slicers|Slicers To Display Country Code]]
 
[[Slicers|Slicers To Display Country Code]]
  
===How do I drive a chart from a slicer?  How can I choose whether to plot days or months for a particular period?===
+
====How do I drive a chart from a slicer?  How can I choose whether to plot days or months for a particular period?====
  
 
You can use XLCubed to create a report which is based on a slicer that allows the user to switch between showing the graph data based on quarters, months or days.  
 
You can use XLCubed to create a report which is based on a slicer that allows the user to switch between showing the graph data based on quarters, months or days.  
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[[Grid Charts#Time_Series_Graphing|Time Series Graphing]]
 
[[Grid Charts#Time_Series_Graphing|Time Series Graphing]]
  
=Formatting=
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==Formatting==
===Can you do conditional formatting on a cell using standard Excel conditional formatting?===
+
====Can you do conditional formatting on a cell using standard Excel conditional formatting?====
 
XLCubed supports the same conditional formatting as available with Excel 2003.  
 
XLCubed supports the same conditional formatting as available with Excel 2003.  
 
With a grid report, you should use the XLCubed format sheet to conditionally format the cell format.  
 
With a grid report, you should use the XLCubed format sheet to conditionally format the cell format.  
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[[Formatting_Grids#Formatting_directly_through_Format_Sheet|Formatting directly through Format Sheet]]
 
[[Formatting_Grids#Formatting_directly_through_Format_Sheet|Formatting directly through Format Sheet]]
  
===I have a field in a cube that is formatted as a percentage.  When I create a formula report using this field, its formatting disappears and it is displayed as a number.  How can I make it format as a %?===
+
====I have a field in a cube that is formatted as a percentage.  When I create a formula report using this field, its formatting disappears and it is displayed as a number.  How can I make it format as a %?====
 
Formatting in a formula report can only be achieved using standard Excel formatting.  Previous formatting will be ignored by the formula report generation.  Grid reporting allows the user to format through the right-click menu.  
 
Formatting in a formula report can only be achieved using standard Excel formatting.  Previous formatting will be ignored by the formula report generation.  Grid reporting allows the user to format through the right-click menu.  
  
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[[Formatting_Grids#Right_Click_Formatting|Right click formatting]]
 
[[Formatting_Grids#Right_Click_Formatting|Right click formatting]]
  
=Calculations=
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==Calculations==
===I have created a new member which is the sum of two others.  I wish to amend/delete this member?  How do I do that?===
+
====I have created a new member which is the sum of two others.  I wish to amend/delete this member?  How do I do that?====
 
The new element will appear as a custom calculation. So, select the custom calculation tab on the XLCubed ribbon and you should be able to amend or delete it as you wish.
 
The new element will appear as a custom calculation. So, select the custom calculation tab on the XLCubed ribbon and you should be able to amend or delete it as you wish.
  
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[[Grid_Calculations#Member_Selector_-_Adhoc_Groupings|Member Selector - Adhoc Groupings]]
 
[[Grid_Calculations#Member_Selector_-_Adhoc_Groupings|Member Selector - Adhoc Groupings]]
  
===I have used the new grouping member feature and created a new element which is the sum of two others.  How do I delete or amend this element?===
+
====I have used the new grouping member feature and created a new element which is the sum of two others.  How do I delete or amend this element?====
  
 
The new element will appear as a custom calculation.  Select the custom calculation tab on the XLCubed ribbon and you should be able to amend or delete it as you wish.
 
The new element will appear as a custom calculation.  Select the custom calculation tab on the XLCubed ribbon and you should be able to amend or delete it as you wish.
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[[image:GridCalc7.png|350px|centre]]
 
[[image:GridCalc7.png|350px|centre]]
 
 
=Publishing=
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==Publishing==
===How can I prevent drill-down on published web reports on V6?===
+
====How can I prevent drill-down on published web reports on V6?====
 
Before you publish your report, right-click on your grid,  select XLCubed and Properties tab,  Lockdown tab and scroll down to ‘Can drill rows’ – select drop-down and set to No and OK.   
 
Before you publish your report, right-click on your grid,  select XLCubed and Properties tab,  Lockdown tab and scroll down to ‘Can drill rows’ – select drop-down and set to No and OK.   
  
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[[Grid_Properties#Lockdown_Options|Lockdown Options]]
 
[[Grid_Properties#Lockdown_Options|Lockdown Options]]
  
===When I publish my pie chart in Web edition why do I only see one colour across the chart?===
+
====When I publish my pie chart in Web edition why do I only see one colour across the chart?====
  
The reason for this is that in Excel 2010 you can use one of a series of predefined themes in pie charts. XLCubed’s web-based spreadsheet provider does not currently recognise this, and hence you are seeing it as one colour.
+
This is a known issue in Version 6, upgrading to Version 7 will resolve the problem.
  
 
For further information go to:
 
For further information go to:
 
[[Pie Charts|Pie Charts in Web Edition]]
 
[[Pie Charts|Pie Charts in Web Edition]]
 +
 +
==Web PDF Printing==
 +
====How can I use indentation with PDF printed reports?====
 +
PDF reports don't support indentation using Excel's ''Text alignment'' feature. Instead, use a number format to add some space before the value. For example, this one adds four spaces before any text value:
 +
{{Code|;;;"    "@}}
 +
 +
==See Also==
 +
* [[XLCubed Excel Edition Troubleshooting]]
  
 
[[Category:Troubleshooting]]
 
[[Category:Troubleshooting]]
 +
[[Category:Main Page/Troubleshooting]]

Latest revision as of 10:02, 10 April 2014

Contents

 [hide

Evaluation

I am trying to evaluate XLCubed but cannot connect to the Bicycle Sales cube that comes with the evaluation copy of the software

The Bicycle Sales cube is in Analysis Services 2000 format. If you are running 64-bit Office products you will not be able to connect to it. If you would like to evaluate XLCubed by connecting to your own data cubes, please contact XLCubed Support at support@xlcubed.com

Installation

I have re-installed XLCubed and get the following error:

FAQ1.png

Perform the following steps:

  • Ensure that the license file is in the folder: \inetpub\wwwroot\XLCubedWeb.
  • You will need to restart IIS – you can do this by Start, Run, iisreset (this stops and restarts the service)
  • You should then be able to publish/browse to the site as normal.

I have installed XLCubed Excel Edition. Why do I not see the XLCubed ribbon when I go into Excel?

You need to enable the XLCubed ribbon to appear within Excel.

For further information go to: Enable XLCubed Ribbon

Grids

I have made a change to the row format in the XLCubedFormat sheet but there is no change to the grid. Why has it not refreshed?

After you change the format on the format sheet you need to go to your grid sheet and refresh the grid. The new format will then be displayed.

I have more than one grid in my spreadsheet and I want different conditional formatting for each grid. How do I achieve this?

This can be done through the XLCubedFormat Sheet.

For further information go to: Formatting directly through Format Sheet

Double-clicking on my grid report returns different results to a similar formula report. Why does this happen?

The screenshot below shows a grid report on the left and a formula on the right which look very similar but behave differently.

FAQ7.png

Double-clicking on All Products on the Germany row in both grid and formula reports results in the different behaviour as can be seen in the next screenshot:

  • the grid report expands All Products across All Geographies to show Product Categories
  • the formula report just expands All Products for Germany to show Product Categories only for Germany.

This behaviour in grid-based reporting is intentional. On occasions when you do not want this to happen it would better to use a formula report.

FAQ8.png

I have a grid report on which I want to sort on a measure by category and then within that, sub-category. How can I achieve this within XLCubed?

This can be achieved by setting up a sort on the grid members.

For further information go to: Sorting by sub-category within category

Slicers

When I publish a formula report to the web why can I not choose or change the slicer?

In Excel, go to the XLCubed tab and choose workbook options. Under the web publishing tab there is a setting to ‘Edit Member Formulae’ which you need to set to yes before publishing.

For further information go to: Workbook options

Is it possible to sort the elements of a slicer alphabetically, without setting the order separately for each element?

Right-click on slicer and select Edit. Select the Advanced tab and then choose to Sort Result. Click the drop-down by Sort Asc and Edit Sort. Select Sort Ascending (A-Z) and then OK. For

For further information go to: Sorting slicer elements

I want to use a slicer to allow the selection of a country and then have the corresponding country code displayed or passed to another report as a parameter. How can I achieve this?

This can be achieved by the creation of a slicer that selects its values from a range of cells.

For further information go to: Slicers To Display Country Code

How do I drive a chart from a slicer? How can I choose whether to plot days or months for a particular period?

You can use XLCubed to create a report which is based on a slicer that allows the user to switch between showing the graph data based on quarters, months or days.

For more information on this topic go to: Time Series Graphing

Formatting

Can you do conditional formatting on a cell using standard Excel conditional formatting?

XLCubed supports the same conditional formatting as available with Excel 2003. With a grid report, you should use the XLCubed format sheet to conditionally format the cell format. With a formula report, you use standard Excel conditional formatting.

For further information go to: Formatting directly through Format Sheet

I have a field in a cube that is formatted as a percentage. When I create a formula report using this field, its formatting disappears and it is displayed as a number. How can I make it format as a %?

Formatting in a formula report can only be achieved using standard Excel formatting. Previous formatting will be ignored by the formula report generation. Grid reporting allows the user to format through the right-click menu.

For more information on formatting grids go to: Right click formatting

Calculations

I have created a new member which is the sum of two others. I wish to amend/delete this member? How do I do that?

The new element will appear as a custom calculation. So, select the custom calculation tab on the XLCubed ribbon and you should be able to amend or delete it as you wish.

For further information go to: Member Selector - Adhoc Groupings

I have used the new grouping member feature and created a new element which is the sum of two others. How do I delete or amend this element?

The new element will appear as a custom calculation. Select the custom calculation tab on the XLCubed ribbon and you should be able to amend or delete it as you wish.

GridCalc7.png

Publishing

How can I prevent drill-down on published web reports on V6?

Before you publish your report, right-click on your grid, select XLCubed and Properties tab, Lockdown tab and scroll down to ‘Can drill rows’ – select drop-down and set to No and OK.

For further information go to: Lockdown Options

When I publish my pie chart in Web edition why do I only see one colour across the chart?

This is a known issue in Version 6, upgrading to Version 7 will resolve the problem.

For further information go to: Pie Charts in Web Edition

Web PDF Printing

How can I use indentation with PDF printed reports?

PDF reports don't support indentation using Excel's Text alignment feature. Instead, use a number format to add some space before the value. For example, this one adds four spaces before any text value:

;;;"    "@

See Also