Optimizing Excel Reports on Mobile Devices

Want to view your Excel report on a mobile device? Tired of having to zoom in on your data? Well then look no further, XLCubed has you covered!

With the XLCubed Mobile App, you can take your Excel reports with you. Workbooks published to XLCubed Web can be accessed by other users on any mobile or tablet device. Furthermore, with XLCubed’s dynamic dashboards, you can optimise the display for any size screen. This eliminates unusable cut-off screens, zoomed-out views, and large amounts of scrolling.

Creating a mobile accessible report from an existing Excel spreadsheet is easy to do. Here I will show you how quickly it can be done.

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XLCubed: A Beginner’s Advice

I have been working with XLCubed for approximately two weeks now and when I first started, I wasn’t sure what to expect. I had come from a Mathematics background and so had no in-depth technical IT background.

Over the last two weeks, my main priority has been to get to know XLCubed like the back of my hand. At first, I was advised to run through all the XLCubed YouTube Tutorials and I must admit, it was a nice way to start learning this brand-new software. The videos were not complicated and gave a good introduction to all the different features. While watching the videos, I would try and recreate some of the things shown in the video such as grids and slicers, etc. and so was able to get a good feel for the software. However, the videos alone were not enough to get a full grasp of XLCubed and this was where the Partner Packs came in very useful. These are sample reports we provide for our partner network, and the steps to build them are documented.

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XLCubed comment dialog in Excel

Monitoring Data Comments

Many BI and reporting tools now allow users to collaborate directly with a report. This avoids the cumbersome backwards and forwards of email chains or the need to meet in person.

As useful as this is, some organisations have concerns about the ability to monitor comments made. We will discuss this aspect in more depth after a brief introduction to comments and collaboration.

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XLCubed showing an element we wish to remove an update the totals

Advanced Grid Reporting – MDX:

This weeks blog is for the more technically minded among our user base and our partner network – not for everyone, but highlights some potentially very powerful capabilities!

We will be looking at using MDX: and MDXSet: along with Query Generators to create sub-cubes, meaning we can develop advanced reports that would otherwise be difficult to achieve.

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Linking it all together

As we’ve seen in the past, XL3Link is a flexible formula that is really worth knowing about to help easily build interlinked reports. To some extent it’s like a Swiss army knife – multi-purpose!  From highlighting a series on a chart to hosting a tooltip,  XL3Link is a flexible formula that can help make your reporting more interactive at multiple levels.

In this post we’ll be discussing a few more novel ways to use XL3Link.

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Excel page with dynamic search

Member Searching To Create A Product Details Page

XLCubed is a great tool when it comes to member searching: it allows you to quickly and easily find members as well as dynamically update a report based on search parameters. Take a read of our last post to get started with this functionality.

The example in this post uses these searching methods to create a product search page. The left side provides search functionality for all the products contained in the cube, with a link to select the product which displays the full details on the right side.

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Okta and SAML 2.0 SSO support in Analysis Services with XLCubedWeb

We previously briefly covered the updates to XLCubedWeb to support single sign-on using SAML 2.0, in this blog we will go through the process needed to setup SSO in XLCubedWeb using Okta and the steps required to map the users through to cube-defined roles in Analysis Services.

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SAML 2.0 authentication with Analysis Services and XLCubedWeb

With the upcoming maintenance release of V9.2 we are introducing support for Single sign-on in XLCubedWeb, this can be configured to use any SAML 2.0 identity provider and provides some useful functionality for integrated user-level data access in Analysis Services.

For the moment Analysis Services only supports windows-based authentication, and many of our customers are using single-sign on providers to authenticate users and provide application access. As part of our single-sign on solution we give the ability to define the Analysis Services access level for the users in the identity provider (or via a custom SQL lookup if access level mapping is stored outside of the provider).

This allows customers to setup SSO and still allow different users to have different access to different cube levels. To do this XLCubed makes use of the “EffectiveUser” and “Roles” connection properties, these properties allow the connection to run as a particular user or in the context of a cube-define role.

The following gives an overview of the process when using role mappings stored in the identity provider:

Or if using SQL to provide the user to role mapping:

You can see more about the setup process on the following page:

https://help.xlcubed.com/Single_sign-on

We will also look at a practical example of setting up single sign with role mapping in a future blog

 

Result

Common Row Highlighting

Last week’s post looked at the fundamentals of formatting XLCubed grids. A lot can be done with these techniques but sometimes more interactive formatting is desired. Within an XLCubed grid you can set Interaction Options to track which cell has been selected and output the selection and/or format it. In this post, we will look at how to apply this to highlight a row across multiple grids.

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