XLCubed is now FluenceXL. The new wiki can be found here: https://help.fluencexl.com/

Difference between revisions of "User Manual"

 
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{{#tree:
+
<ul class="tree">
*Introduction and Overview
+
    <li class="toggle">
** [[What is XLCubed]]
+
        [[Introduction|Introduction & Overview]]
** [[Data Sources]]
+
        <ul class="collapsed">
** [[How is it used]]
+
            <li>[[Introduction#What is XLCubed.3F|What is XLCubed]]</li>
** [[XLCubed and Cube Terminology]]
+
            <li>[[Introduction#Data Sources|Data Sources]]</li>
*** [[XLCubed and Cube Terminology#Measures|Measures]]
+
            <li>[[Introduction#How is it used.3F|How is it used]]</li>
*** [[XLCubed and Cube Terminology#Dimensions, Hierarchies and Levels|Dimensions, Hierarchies and Levels]]
+
            <li class="toggle">
*** [[XLCubed and Cube Terminology#Members|Members]]
+
                [[Introduction#XLCubed_and_Cube_Terminology|XLCubed and Cube Terminology]]
**[[Ways to retrieve data in XLCubed]]
+
                <ul class="collapsed">
***[[Ways to retrieve data in XLCubed#Grids|Grids]]
+
                    <li>[[Introduction#Measures|Measures]]</li>
***[[Ways to retrieve data in XLCubed#Formulae|Formulae]]
+
                    <li>[[Introduction#Dimensions.2C_Hierarchies_and_Levels|Dimensions, Hierarchies and Levels]]</li>
***[[Ways to retrieve data in XLCubed#Grids or Formulae?|Grids or Formulae?]]
+
                    <li>[[Introduction#Members|Members]]</li>
***[[Ways to retrieve data in XLCubed#Tables|Tables]]
+
                </ul>
***[[Ways to retrieve data in XLCubed#Tables or Grids?|Tables or Grids?]]
+
            </li>
*QuickStart
+
            <li class="toggle">
**[[Managing Connections]]
+
                [[Introduction#Ways to retrieve data in XLCubed|Ways to retrieve data in XLCubed]]
**[[Connecting to your data]]
+
                <ul class="collapsed">
***[[Connecting to your data#Connection Manager|Connection Manager]]
+
                    <li>[[Introduction#Grids|Grids]]</li>
*Grids
+
                    <li>[[Introduction#Formulae|Formulae]]</li>
** [[Grid Reporting Overview]]
+
                    <li>[[Introduction#Grids or Formulae?|Grids or Formulae?]]</li>
** [[Grid_Reporting_Overview#Grid_Components|Grid Components]]
+
                    <li>[[Introduction#Tables|Tables]]</li>
** [[Grid_Reporting_Overview#Basic_Navigation|Basic Navigation]]
+
                    <li>[[Introduction#Tables or Grids?|Tables or Grids?]]</li>
*** [[Grid_Reporting_Overview#Edit_Grid|Edit Grid]]
+
                </ul>
*** [[Grid_Reporting_Overview#Grid_Task_Pane_.282007.2F2010_only.29|Grid Task Pane (2007 onwards)]]
+
            </li>
*** [[Grid_Reporting_Overview#Saved_Grid_Report|Saved Grid Report]]
+
        </ul>
*** [[Grid_Reporting_Overview#Refresh_Grid|Refresh Grid]]
+
    </li>
** [[Report Designer]]
 
*** [[Report Designer#General_Layout|General Layout]]
 
*** [[Report Designer#Moving_Hierarchies|Moving Hierarchies]]
 
*** [[Report Designer#Toolbar|Toolbar]]
 
*** [[Grid Properties]]
 
*** [[Formatting Grids]]
 
*** [[Drilling in Grids]]
 
** [[Calculations Overview]]
 
*** [[Grid Calculation Columns and Rows]]
 
*** [[MDX Calculated Members]]
 
*** [[XLCubed OLAP Formulae]]
 
** [[Grid Calculations]]
 
***[[Member Selector and Adhoc Groupings]]
 
***[[Share to Base: Calculated Value on Measure]]
 
***[[Pareto Columns (new in v7.2)]]
 
**[[Subtotals]]
 
***[[Cube vs Excel Mode]]
 
**[[Actions]]
 
**[[Outlier Grouping]]
 
**[[Linking Grids]]
 
**[[Member Properties in Grids]]
 
***[[Member Properties in Grids#Examples (using the Internet Sales cube)|Examples (using the Internet Sales cube)]]
 
**[[Active Cell Grid Selections]]
 
***[[Active Cell Grid Selections#Example|Example]]
 
***[[Active Cell Grid Selections#Additional Options|Additional Options]]
 
**[[Propagate Across Sheets]]
 
***[[Propagate Across Sheets#Advanced Propagate|Advanced Propagate]]
 
***[[Propagate Across Sheets#Create new Workbook|Create new Workbook]]
 
**[[Breakout Value]]
 
***[[Breakout Value#Track Active Cell|Track Active Cell]]
 
**[[Converting Grid Reports]]
 
***[[Converting Grid Reports#Convert to Formula|Convert to Formula]]
 
***[[Converting Grid Reports#Convert to Values|Convert to Values]]
 
**[[Copying Grids]]
 
**[[Deleting Grids]]
 
**[[Drillthrough]]
 
**[[Expanding Large Hierarchies]]
 
**[[Grid Charts]]
 
***[[Grid Charts#Chart Types|Chart Types]]
 
***[[Grid Charts#Configuring Existing Charts|Configuring Existing Charts]]
 
*Formulae Reporting
 
**[[Grid vs. Formula-based Reporting Key Differences]]
 
**[[Drilling in Formula Report]]
 
**[[Insert Value]]
 
***[[Insert Value#Additional Options|Additional Options]]
 
**[[Insert Members]]
 
***[[Insert Members#Additional Options|Additional Options]]
 
**[[Insert Member Property]]
 
**[[OLAP Formulae]]
 
**[[Tabular Formulae]]
 
**[[In-Cell Chart Formulae]]
 
**[[Relational Formulae]]
 
**[[Report Management Formulae]]
 
**[[Formula wizards]]
 
**Formula Reference
 
***OLAP Formulae
 
{{#dpl:category=OLAP Formulae|format=,****,[[%PAGE%]]\n,}}
 
***In-Cell Chart Formulae
 
{{#dpl:category=In-Cell Chart Formulae|format=,****,[[%PAGE%]]\n,}}
 
***Report Management Formulae‎
 
{{#dpl:category=Report Management Formulae‎|format=,****,[[%PAGE%]]\n,}}
 
***Query Table Formulae
 
{{#dpl:category=Query Table Formulae|format=,****,[[%PAGE%]]\n,}}
 
*[[Charting & Data Visualisation]]
 
**[[Standard Excel Charts]]
 
**[[XLCubed Grid Charts]]
 
**[[In-Cell Charts]]
 
**[[Small Multiples]]
 
**[[Treemaps]]
 
**[[Mapping]]
 
**[[In-Cell Charts in Grids]]
 
***[[Visual Grids for Time Series Analysis]]
 
***[[Visual Grids for Performance Analysis]]
 
**[[Small Multiple Charts]]
 
***[[Small Multiple Charts#User Interface|User Interface]]
 
***[[Small Multiple Charts#Small Multiple Charts based on other data sources|Small Multiple Charts based on other data sources]]
 
**[[Interactive Charting]]
 
***[[Interactive Charting#Chart Selections|Chart Selections]]
 
***[[Interactive Charting#Chart Formatting|Chart Formatting]]
 
***[[Interactive Charting#SQL and Excel sourced Charts|SQL and Excel sourced Charts]]
 
**[[In-Cell Chart Designer]]
 
{{#dpl:category=In-Cell Chart Designers|format=,***,[[%PAGE%]]\n,}}
 
**[[Maps]]
 
***[[Maps#User Interface|User Interface]]
 
**[[Treemaps]]
 
***[[Treemaps#Data sources|Data sources]]
 
***[[Treemaps#Common Options|Common Options]]
 
*[[Web Edition]]
 
**[[Step 1. Design your report]]
 
**[[Step 2. Publish your report]]
 
**[[Step 3. View the report in a browser]]
 
**[[Step 4. Enjoy OLAP in a browser]]
 
**[[Web Publishing]]
 
***[[Web Publishing#Publication Process|Publication Process]]
 
***[[Web Publishing#Manage Repository|Manage Repository]]
 
***[[Web Publishing#Web Edition|Web Edition]]
 
***[[Web Publishing#Toolbar|Toolbar]]
 
***[[Web Publishing#Report Tabs|Report Tabs]]
 
***[[Web Publishing#Report Area|Report Area]]
 
***[[Web Publishing#Creating Reports in Web Edition|Creating Reports in Web Edition]]
 
**[[Analytics books]]
 
***[[Analytics books#Creating a new book|Creating a new book]]
 
***[[Analytics books#Standard UI|Standard UI]]
 
***[[Analytics books#Report Header|Report Header]]
 
***[[Analytics books#Report Types|Report Types]]
 
**[[Auto refresh]]
 
**[[Browsing the XLCubed Web Repository]]
 
**[[Reporting Services]]
 
**[[Web Development]]
 
***[[Web Development#Direct report linking|Direct report linking]]
 
***[[Web Development#Embedding Workbooks|Embedding Workbooks]]
 
***[[Web Development#Embedding Repository|Embedding Repository]]
 
***[[Web Development#Customising HTML|Customising HTML]]
 
**[[HTML]]
 
**[[iPhone app]]
 
***[[iPhone app#Report Navigation|Report Navigation]]
 
***[[iPhone app#Mobile analytics|Mobile analytics]]
 
**[[Publishing Connections]]
 
**[[Customising web config]]
 
**[[Web Parameters]]
 
***[[Web Parameters#Using Web Parameters Example|Using Web Parameters Example]]
 
***[[Web Parameters#Web Repository|Web Repository]]
 
**[[Connection Mapping]]
 
***[[Connection Mapping#Example XML file|Example XML file]]
 
**[[Dual Authentication]]
 
**[[Scheduling]]
 
***[[Scheduling#Concepts|Concepts]]
 
***[[Sending a Scheduled Report Using Integration Services]]
 
***[[Scheduling#Installation|Installation]]
 
***[[Scheduling#Configuring the Windows Service|Configuring the Windows Service]]
 
***[[Scheduling#Other considerations and Troubleshooting|Other considerations and Troubleshooting]]
 
*[[Dimension Slicers]]
 
**[[Grid Slicers]]
 
**[[Standalone Slicers]]
 
**[[Member Selector Slicer]]
 
**[[Date Slicer]]
 
**[[Updating Excel Ranges]]
 
**[[Excel Range Slicers]]
 
**[[Members with no data / Non empty]]
 
**[[Cascading and Advanced Slicers]]
 
**[[Initial Value]]
 
**[[Disabling Slicers]]
 
**[[Wait for Submit on Web]]
 
*[[Ranking, Sorting and Filtering]]
 
**[[Simple Filtering]]
 
**[[Sorting on a different dimension]]
 
**[[Combining Ranking, Filtering and Sorting]]
 
**[[Sorting slicer elements]]
 
**[[Sorting by sub-category within category]]
 
**[[Driving Reports from Excel]]
 
**[[Axis Ranking]]
 
***[[Axis Ranking, Filtering and Sorting]]
 
**[[Outlier Grouping]]
 
***[[Ranking]]
 
***[[User driven grouping]]
 
*[[SQL]]
 
**[[SQL Server 2012]]
 
***[[SQL Administrators]]
 
***[[Standard SQL Users]]
 
**[[SQL Data Tables (Administrators)]]
 
***[[Inserting a SQL Data Table]]
 
***[[Using Parameters]]
 
***[[Using Stored Procedures]]
 
***[[Publishing Queries]]
 
**[[SQL Data Tables (Standard Users)]]
 
***[[Inserting a SQL Data Table]]
 
***[[Using Parameters]]
 
**[[SQL Slicers (Administrators)]]
 
***[[Introduction]]
 
***[[Using Slicers for Table Parameters]]
 
***[[Standalone Slicers]]
 
**[[SQL Slicers (Standard Users)]]
 
***[[Introduction]]
 
***[[Standalone Slicers]]
 
**[[Using SQL Parameters]]
 
***[[Creating SQL Parameters]]
 
***[[Static Values]]
 
***[[Values from an Excel range]]
 
***[[Values from a Slicer]]
 
*[[Tables
 
**[[SQL]]
 
**[[Multidimensional Table Designer]]
 
***[[Designer]]
 
**[[Tabular]]
 
***[[Grids]]
 
***[[Tables]]
 
***[[Slicers]]
 
***[[Calculations]]
 
**[[Tabular Designer]]
 
***[[Report layout]]
 
***[[Member filters]]
 
***[[Measure filters]]
 
***[[Table Properties]]
 
**[[Formatting Tables]]
 
***[[Formatting Columns]]
 
***[[Formatting Values]]
 
***[[Calculations]]
 
***[[Paging]]
 
***[[Sorting]]
 
***[[Sections and Pivoting]]
 
***[[Pivoting]]
 
*[[SharePoint]]
 
**[[Installing]]
 
***[[SharePoint 2010]]
 
***[[SharePoint 2013]]
 
**[[Uninstalling]]
 
***[[SharePoint 2010]]
 
***[[SharePoint 2013]]
 
**[[Using WebPart]]
 
**[[Configuring]]
 
**[[Troubleshooting]]
 
**[[SharePoint Integration]]
 
***[[Installing]]
 
***[[Custom Handler]]
 
***[[Set icon file type]]
 
***[[Custom Report Page (Optional)]]
 
***[[Configure redirect]]
 
***[[Searching]]
 
***[[Sharepoint on different server]]
 
***[[Using]]
 
  
}}
+
    <li class="toggle">
 +
        [[Managing Connections]]
 +
        <ul class="collapsed">
 +
            <li>[[Managing Connections#Connecting to your data|Connecting to your data]]</li>
 +
        </ul>
 +
    </li>
 +
 
 +
    <li class="toggle">
 +
        [[Grid Reporting Overview|Grids]]
 +
        <ul class="collapsed">
 +
            <li>[[Report Designer|Designing Grids]]</li>
 +
            <li>[[Formatting Grids]]</li>
 +
            <li>[[Drilling in Grids]]</li>
 +
            <li class="toggle">
 +
                [[Grid Calculations]]
 +
                <ul class="collapsed">
 +
                    <li>[[Subtotals]]</li>
 +
                </ul>
 +
            </li>
 +
            <li>[[Actions]]</li>
 +
            <li>[[Outlier Grouping]]</li>
 +
            <li>[[Linking Grids]]</li>
 +
            <li>[[Member Properties in Grids]]</li>
 +
            <li>[[Active Cell Grid Selections]]</li>
 +
            <li>[[Propagate Across Sheets]]</li>
 +
            <li>[[Breakout Value]]</li>
 +
            <li class="toggle">
 +
                Converting Grid Reports
 +
                <ul class="collapsed">
 +
                    <li>[[Convert to Formula]]</li>
 +
                    <li>[[Convert to Values]]</li>
 +
                </ul>
 +
            </li>
 +
            <li>[[Copying Grids]]</li>
 +
            <li>[[Deleting Grids]]</li>
 +
            <li>[[Drillthrough]]</li>
 +
            <li>[[Expanding Large Hierarchies]]</li>
 +
            <li>[[Grid Charts]]</li>
 +
        </ul>
 +
    </li>
 +
 
 +
    <li class="toggle">
 +
        [[Formula Reporting Overview|Formula Reporting]]
 +
        <ul class="collapsed">
 +
            <li>[[Grid vs. Formula-based Reporting Key Differences]]</li>
 +
            <li>[[Convert to Formula|Formula report from a grid]]</li>
 +
            <li class="toggle">
 +
                Inserting formula directly
 +
                <ul class="collapsed">
 +
                    <li>[[Insert Value]]</li>
 +
                    <li>[[Insert Members]]</li>
 +
                    <li>[[Insert Member Property]]</li>
 +
                </ul>
 +
            </li>
 +
            <li>[[Drilling in Formula Reports]]</li>
 +
            <li class="toggle">
 +
                Formula Reference
 +
                <ul class="collapsed">
 +
                    <li>OLAP Formulae</li>
 +
                    <li>In-Cell Chart Formulae</li>
 +
                    <li>Report Management Formulae‎</li>
 +
                    <li>Query Table Formulae</li>
 +
                    <li>Tabular Formulae</li>
 +
                </ul>
 +
            </li>
 +
        </ul>
 +
    </li>
 +
 
 +
    <li class="toggle">
 +
        [[Charting and Dashboards|Charting & Data Visualisation]]
 +
        <ul class="collapsed">
 +
            <li>[[Grid Charts]]</li>
 +
            <li class="toggle">
 +
                [[In-Cell Chart Designer|In-Cell Charts]]
 +
                <ul class="collapsed">
 +
                    <li>[[In-Cell Charts in Grids]]</li>
 +
                </ul>
 +
            </li>
 +
            <li>[[Small Multiple Charts|Interactive Charting (Small Multiples)]]</li>
 +
            <li>[[Maps]]</li>
 +
            <li>>[[Treemaps]]</li>
 +
        </ul>
 +
    </li>
 +
 
 +
    <li class="toggle">
 +
        [[Dimension Slicers|Slicers]]
 +
        <ul class="collapsed">
 +
            <li>[[Member Selector Slicer]]</li>
 +
            <li>[[Date Slicer]]</li>
 +
            <li>[[Excel Range Slicers]]</li>
 +
        </ul>
 +
    </li>
 +
 
 +
    <li class="toggle">
 +
        [[Ranking, Sorting and Filtering]]
 +
        <ul class="collapsed">
 +
            <li>[[Keep Members]]</li>
 +
            <li>[[Set Searching]]</li>
 +
            <li>[[Axis Ranking]]</li>
 +
            <li>[[Outlier Grouping]]</li>
 +
        </ul>
 +
    </li>
 +
 
 +
    <li class="toggle">
 +
        [[Calculations Overview|Custom Calculations]]
 +
        <ul class="collapsed">
 +
            <li>[[Grid Calculations]]</li>
 +
            <li>[[MDX Calculations]]</li>
 +
            <li>[[DAX Calculations]]</li>
 +
        </ul>
 +
    </li>
 +
 
 +
    <li class="toggle">
 +
        [[Web Edition]]
 +
        <ul class="collapsed">
 +
            <li class="toggle">
 +
                Setup
 +
                <ul class="collapsed">
 +
                    <li>[[XLCubed Web Edition Installation Guide|Installation]]</li>
 +
                    <li class="toggle">
 +
                        Configure XLCubed Web
 +
                        <ul class="collapsed">
 +
                            <li>[[Authentication Options with XLCubed Web Edition|Authentication]]</li>
 +
                            <li>[[SQL Repository|SQL Repository]]</li>
 +
                        </ul>
 +
                    </li>
 +
                    <li>[[Publishing Troubleshooting|Troubleshooting]]</li>
 +
                </ul>
 +
            </li>
 +
            <li>[[Web Publishing]]</li>
 +
            <li>[[Web HomePage|Web Homepage]]</li>
 +
            <li>[[Creating Reports in Web Edition]]</li>
 +
            <li>[[Analytics books]]</li>
 +
            <li>[[Auto refresh]]</li>
 +
            <li>[[Browsing the XLCubed Web Repository]]</li>
 +
            <li>[[Reporting Services]]</li>
 +
            <li>[[Web Development]]</li>
 +
            <li>[[IPad/iPhone app|Mobile app]]</li>
 +
            <li>[[Publishing Connections]]</li>
 +
            <li>[[Customising web config]]</li>
 +
            <li>[[Web Parameters]]</li>
 +
            <li>[[Connection Mapping]]</li>
 +
            <li class="toggle">
 +
                [[Scheduling]]
 +
                <ul class="collapsed">
 +
                    <li>[[Scheduling Installation with a File-based Repository|Installation]]</li>
 +
                    <li>[[Scheduling Installation with a SQL Repository|Installation]]</li>
 +
                </ul>
 +
            </li>
 +
            <li>[[Dual Authentication]]</li>
 +
        </ul>
 +
    </li>
 +
 
 +
    <li class="toggle">
 +
        [[SQL]]
 +
        <ul class="collapsed">
 +
            <li>[[SQL Server 2012]]</li>
 +
            <li class="toggle">
 +
                [[SQL Administrators]]
 +
                <ul class="collapsed">
 +
                    <li>[[SQL Data Tables (Administrators)]]</li>
 +
                    <li>[[SQL Slicers (Administrators)]]</li>
 +
                </ul>
 +
            </li>
 +
            <li class="toggle">
 +
                [[Standard SQL Users]]
 +
                <ul class="collapsed">
 +
                    <li>[[SQL Slicers (Standard Users)]]</li>
 +
                    <li>[[SQL Data Tables (Standard Users)]]</li>
 +
                </ul>
 +
            </li>
 +
        </ul>
 +
    </li>
 +
 
 +
    <li class="toggle">
 +
        [[Tables]]
 +
        <ul class="collapsed">
 +
            <li>[[SQL]]</li>
 +
            <li>[[Multidimensional Table Designer]]</li>
 +
            <li class="toggle">
 +
                [[Tabular]]
 +
                <ul class="collapsed">
 +
                    <li>[[Tabular Designer]]</li>
 +
                    <li>[[Table Properties]]</li>
 +
                </ul>
 +
            </li>
 +
            <li>[[Formatting Tables]]</li>
 +
            <li>[[Tables#Calculations|Calculations]]</li>
 +
            <li>[[Tables#Paging|Paging]]</li>
 +
            <li>[[Tables#Sorting|Sorting]]</li>
 +
            <li>[[Tables#Sections and Pivoting|Sections and Pivoting]]</li>
 +
        </ul>
 +
    </li>
 +
 
 +
    <li class="toggle">
 +
        [[SharePoint]]
 +
        <ul class="collapsed">
 +
            <li>[[SharePoint#Installing|Installing]]</li>
 +
            <li>[[SharePoint#Uninstalling|Uninstalling]]</li>
 +
            <li>[[SharePoint#Using WebPart|Using WebPart]]</li>
 +
            <li>[[SharePoint#Configuring|Configuring]]</li>
 +
            <li>[[SharePoint#Troubleshooting|Troubleshooting]]</li>
 +
            <li>[[SharePoint Integration]]</li>
 +
        </ul>
 +
    </li>
 +
 
 +
</ul>

Latest revision as of 15:03, 29 April 2019