Most of our customers use XLCubed for reporting, analysis and data visualisation, but an increasing number use it for data updates, either within budgeting and forecasting solutions or in niche applications.
XL3RunSQL is a neat method for running SQL updates from Excel, and allows users to build input forms (which can ultimately be web-enabled) quickly and easily.
In this blog, we will walk through the steps to set this up.Continue reading “Updating SQL Tables from Excel”
Do you ever find yourself creating the same grid over and over again? Sometimes we want to add the same grid multiple times but with a few variations, or in different workbooks. This can be especially tiresome if the grid has complex member selections or if the underlying data model has a large number of dimensions and hierarchies.
Fortunately, XLCubed provides a simple and quick way to insert saved grids…Continue reading “Grid Favourites”
This is a revised version of this post: Warning: Excel can get Volatile
Excel is a great tool for dashboard/report delivery and design (it’s why we created our addin in the first place!), but there is a hidden performance trap:
Offset, Now, Today, Cell, Indirect, Info and Rand
If you’ve ever used any of these formulae, you may have noticed that whenever you change a cell, or collapse/expand a data grouping, Excel recalculates. That is because these are VOLATILE formulae, as soon as you use one of these, Excel will enter a mode where everything is always recalculating, and for good reason.Continue reading “Warning: Excel Can Get Volatile (revised)”
We recently had a customer asking us for some assistance with a business challenge.
He had been asked to provide a report analysing their customer base by % contribution to company revenue. But that wasn’t all! He also had to produce an additional report that tracked the customers ‘lost’ by the company Year on Year by looking at sales activity.
This approach is also often used when looking at profitability, and many businesses like to classify their customers in this way:
- group ‘a’ of key customers make up 40% of our company revenue and group ‘b’ make up the next 30%
- which customers have we ‘lost’ or have become inactive over a period
This is where XLCubed’s capability and flexibility comes into play – we have an advanced selection mode for handling exactly this type of scenario.
Continue reading “Customer Segmentation By Revenue Contribution”
It’s a very common requirement in financial reporting to show actual and forecast data by month across the entire year. Often, we are focusing on the expected year end position so we will want to use the actual data where it exists, and the forecast data where it doesn’t so that the year-end total becomes increasingly accurate through the year.
Excel is a
flexible environment and people often build that type of report using a mixture
of copy-paste and formulas. It achieves the goal but can be a cumbersome
process needing quite a bit of manual amendment each month to update it.
building this type of report the main challenge is normally that Actual and
Forecast are two different measures, or members of a ‘scenario’ hierarchy. In
most client reporting tools, reporting across multiple months will mean both
actuals and forecast showing for every month where both exist, as shown below.
In our case if completed actuals exist, that’s all we want to see, and then
forecast for the remaining months.
We want our report to be dynamic so that we are not having to redesign it every time. In a previous blog from some years back, we showed you how to create the report using the “Keep – exclude from display” feature. While that approach still works, there is now a more intuitive way to achieve the same result using “Keep – Keep Members and Create Dynamic Set”Continue reading “Rolling Actual and Forecast Reporting”
With a wide range of reports being accessed and published daily, it is important for administrators and management to be able to keep abreast of their usage. Common questions are:
- What reports are being published?
- How many reports have been updated?
- How long are they taking to open?
- Who is publishing the reports?
- Which reports are not being used?
Our latest 9.2.47 release provides an updated version of the Usage Metrics Dashboard for XLCubed Web which gives visibility on the questions above and more.Continue reading “Usage Metrics in XLCubed”
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.Continue reading “Monitoring Data Comments”
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.
Continue reading “Advanced Grid Reporting – MDX:”
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.
Continue reading “Linking it all together”
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.
Continue reading “Member Searching To Create A Product Details Page”