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

Cube Comments/Version 9.1

Revision as of 17:10, 19 October 2017 by Gary (talk | contribs) (→‎Comment History, Editing and Deleting)

Cube commentary allows authorised users to enter and view text commentary or analysis against specific data elements. Comments can be made for a specific data point, or at higher levels or the data, for example an entire month. Commentary was introduced in Version 8.1, and significantly extended in Version 9.1. It requires access to XLCubed Web Edition running in SQL Repository mode.


User permissions

There are several levels of commenting allowed. These can be set at a group or user level in the XLCubed Web SQL Admin Tool. The levels are:

  • (None) - Cannot see or enter comments
  • Comment view - Can see existing comments but cannot enter new comments
  • Comment Entry - Can see existing comments and can enter new comments, can edit and delete own comments
  • Full control (admin) - Can see existing comments, enter new comments and edit and delete all comments

Grids

By default, comments are not displayed or enabled in Grids. They are enabled in the Commenting section of the Grid Properties ( XLCubed > Properties > Appearance ).

Once enabled, any users of the reports can view and enter comments depending on their level of access.

Viewing and entering comments

Comments are displayed in the same way as Excel comments, however clicking on the cell and selecting the "Comment" grid ribbon item (also on the right click menu) will display the fully formatted comment timeline view, and allow new comments to be entered. Additional comments can be added to the same datapoint and will be shown in a timeline view, and users can also enter replies to specific comments to form a discussion thread.

Commentsthread.png


Comments can be highly-formatted, and can include content pasted directly from Word. Comments can also incorporate file attachments or screenshots taken from the current Excel workbook using the icons highlighted below.

Commentsattachment.png

Comment History, Editing and Deleting

If you are set as a "Comment Admin" you can delete and edit any comments, otherwise with normal "Comment Entry" access you can only edit and delete comments created by yourself

Commentshist.png

Searching

The Grid ribbon includes an option to search for comments based on a cube slice, user or comment contents

Formulae

The following formula can be used to either display or enter comments:

  • XL3GridComment - used to display the most recent comments for a given grid, this is useful for providing a "Printable" sheet with comments
  • XL3CubeComment - Can display and allow comment entry for a particular cube slice. This can be combined with slicers to allow comments to be based on the "Current View" of a report, or without any Hierarchy/Members to provide a general workbook comment.

Web Edition

Comments can be viewed and entered in XLCubed Web Edition by right-clicking on a comment enabled grid or XL3CubeComment formula and selecting the "Comment" option

Workbook Level Comments

By default, comments are shared over all workbooks. There is a workbook option to control this, if workbook level comments are enabled you will be given a unique key, this can be edited or shared to allow the same comments to be shared over different workbooks, for example "BUDGET 2015".

See also

Retrieved from ‘https://help.xlcubed.com/index.php?title=Cube_Comments/Version_9.1&oldid=8224’