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

Latest revision as of 15:03, 29 April 2019

Retrieved from ‘https://help.xlcubed.com/index.php?title=User_Manual&oldid=9527’