Difference between revisions of "Tutorial: Getting Started"

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[[Category:Tutorials]]

Revision as of 12:14, 3 December 2018

This tutorial will outline the steps to create a basic XLCubed report.

You will first need to download and install XLCubed Excel Edition, and then open a new Excel workbook.

XLCubed Ribbon

All XLCubed functionality is available through the XLCubed ribbon. (If the ribbon is not enabled, please read this article.)

XLCubed Ribbon v9.2

Connections

First, connect to a data source by selecting the Connections ribbon menu item. In a new workbook, this dialog will initially be empty. Create a new connection by clicking the add button and then select the New Connection tab.

The left of this dialog lists all the possible data sources to connect to. Select the relevant one and fill in the details to connect to your data source.

NewConnection.PNG

After clicking OK, the Manage Connections dialog now has a new entry for the connection that was just created.

ManageConnections.PNG

Creating a Grid

To bring the data into the workbook, create a new XLCubed Grid by selecting the Grid ribbon menu item.

This will display the Report Designer dialog. The left side of this dialog displays all the available hierarchies within the data source. These can be dragged and dropped on to the relevant areas in the middle of the dialog.

Find the date hierarchy and drag it to the filters section of the dialog. This will then populate the right side of the dialog where member selection can be made.

Report Designer

To filter the grid so that only data from the year 2017 is shown, drill down under the All Periods member, find the correct year and drag it over to the right (or double click) to select it.

Member Selector

We also need to define what measure the grid will be showing data for, so drag Measures on to filters too.

Selections can continue to be made in this manner in order to define the report. In this example, the following selections have been made:

Filters

  • Measures - Reseller Sales Amount
  • Date - CY 2017

Columns

  • Geography - no member selected, so the default will be displayed (as defined in the cube)

Rows

  • Product - no member selected, so the default will be displayed (as defined in the cube)
GridDesignerFinished.PNG