Difference between revisions of "User Manual"

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