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Difference between revisions of "Managing Connections"
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| − | The '''Manage Connections''' form is available from the {{Menu|XLCubed|Connections}} ribbon | + | The '''Manage Connections''' form is available from the {{Menu|XLCubed|Connections}} ribbon item. It allows you to view, edit and delete existing connections for the workbook, and to create new connections when required. |
==Connecting to your data== | ==Connecting to your data== | ||
| Line 5: | Line 5: | ||
One workbook can support multiple connections to different cubes or databases. Whenever XLCubed detects you require a connection to a cube or database, you will have the opportunity to select an existing one or to create one as described below. | One workbook can support multiple connections to different cubes or databases. Whenever XLCubed detects you require a connection to a cube or database, you will have the opportunity to select an existing one or to create one as described below. | ||
| − | + | To create a new connection open the Connection Manager from {{Menu|XLCubed|Connections}} and select''Add''. Any connection you have made recently will be displayed for easy access. | |
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| − | [[Image: | + | [[Image:I3.png|350px|centre]] |
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| + | Alternatively, select the New Connection tab to create a new connection. Here, choose the server type and provide the appropriate detail. | ||
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| + | Continue to add as many connections as needed. | ||
| − | + | ===Cube Connections=== | |
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| − | + | For a new connection, select the New Connection tab, choose the server type and specify the appropriate detail as below: | |
:: ''Analysis Services Server:'' Type the server name | :: ''Analysis Services Server:'' Type the server name | ||
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:: ''Analysis Services Cube file:'' Browse to locate the local cube file | :: ''Analysis Services Cube file:'' Browse to locate the local cube file | ||
:: ''XLCubed Connection:'' Type the URL of the XLCubed Web Edition server to connect to | :: ''XLCubed Connection:'' Type the URL of the XLCubed Web Edition server to connect to | ||
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| + | Once connected, select the required database and relevant cube. | ||
[[Image:I4.png|350px|centre]] | [[Image:I4.png|350px|centre]] | ||
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| − | + | ===Database Connections=== | |
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| − | = | ||
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| − | ==Database Connections== | ||
From [[Version 8]], you can centrally manage relational database connections using this form. | From [[Version 8]], you can centrally manage relational database connections using this form. | ||
| − | + | To make a new relational connection select {{Menu|XLCubed|Connections}}, switch to the {{Menu|Database Connections}} tab and select ''Add'' | |
*Select the server type from the first dropdown, then enter the server name in the next box (or select the file for Access connections) | *Select the server type from the first dropdown, then enter the server name in the next box (or select the file for Access connections) | ||
*If necessary, enter the log in details, then click the ''Connect'' button | *If necessary, enter the log in details, then click the ''Connect'' button | ||
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From Version 9, [[grids]] can be built from any supported datasource using a [[Pivot View]] | From Version 9, [[grids]] can be built from any supported datasource using a [[Pivot View]] | ||
| − | + | Additional datasources supported in v9: | |
| − | + | * Microsoft SQL Server | |
| − | + | * Oracle Server | |
| − | + | * Google BigQuery | |
| − | + | * Amazon Redshift | |
| − | + | * PowerBI Cloud | |
| − | + | * PowerBI Desktop | |
| − | + | * HDInsight | |
| − | + | * Teradata | |
| − | + | * QlikSense Desktop | |
| − | + | * Vertica | |
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| + | ==Custom Properties== | ||
| + | If you right click a connection you can set custom properties which will be applied in the connection string when the connection to the server is opened. You can also set up the query timeout from here to prevent long running queries from causing Excel to hang. This is applied to all grid and formula queries which use the connection. | ||
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[[Category:Connections]] | [[Category:Connections]] | ||
Revision as of 12:33, 28 November 2018
The Manage Connections form is available from the XLCubed > Connections ribbon item. It allows you to view, edit and delete existing connections for the workbook, and to create new connections when required.
Contents
[hide]Connecting to your data
One workbook can support multiple connections to different cubes or databases. Whenever XLCubed detects you require a connection to a cube or database, you will have the opportunity to select an existing one or to create one as described below.
To create a new connection open the Connection Manager from XLCubed > Connections and selectAdd. Any connection you have made recently will be displayed for easy access.
Alternatively, select the New Connection tab to create a new connection. Here, choose the server type and provide the appropriate detail.
Continue to add as many connections as needed.
Cube Connections
For a new connection, select the New Connection tab, choose the server type and specify the appropriate detail as below:
- Analysis Services Server: Type the server name
- Analysis Services Server 2000: Type the AS2000 server name
- Analysis Services Cube file: Browse to locate the local cube file
- XLCubed Connection: Type the URL of the XLCubed Web Edition server to connect to
Once connected, select the required database and relevant cube.
Database Connections
From Version 8, you can centrally manage relational database connections using this form.
To make a new relational connection select XLCubed > Connections, switch to the Database Connections tab and select Add
- Select the server type from the first dropdown, then enter the server name in the next box (or select the file for Access connections)
- If necessary, enter the log in details, then click the Connect button
- Select the database from the list
Custom OLEDB and ODBC connections
- Follow the instructions above, but select either Custom OLEDB Connection or Custom ODBC Connection from the first dropdown as appropriate
- Either type in a connection string or choose the Excel range which contains the connection string
- Click the Connect button
- Select the database from the list
From Version 9, grids can be built from any supported datasource using a Pivot View
Additional datasources supported in v9:
- Microsoft SQL Server
- Oracle Server
- Google BigQuery
- Amazon Redshift
- PowerBI Cloud
- PowerBI Desktop
- HDInsight
- Teradata
- QlikSense Desktop
- Vertica
Custom Properties
If you right click a connection you can set custom properties which will be applied in the connection string when the connection to the server is opened. You can also set up the query timeout from here to prevent long running queries from causing Excel to hang. This is applied to all grid and formula queries which use the connection.
