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”
This week’s blog is a quick tip on Grid formatting options. Did you know that XLCubed comes with ten pre-formatted grid styles which you can easily switch between?
These are available from the Workbook Format button on the XLCubed ribbon (the option remains greyed out until an XLCubed grid is added).
Continue reading “Using Grid Styles in XLCubed”
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”
Proper data visualisation is essential for digestible reports and dashboards. Business charting needs to not only portray a true representation of the data, but must also be intuitive and dynamic in its use. Any user should be able to click around or drill into the chart/report to find the view that they need.
XLCubed v9.2 introduced new and improved animated small multiple charts (read more in this blog). They are an excellent solution for displaying single and multiple charts that can be used both in Excel and Web. Here we will showcase some examples of how these can be used!Continue reading “Interactive Charting In Excel and Web”
We’ve previously shown how to setup Single sign on for Okta, and with V9.2.41 we have added support for Azure Active Directory. This includes using the “Application Roles” feature to control which Analysis Services role to use for each user/group.Continue reading “Microsoft Azure AD Single Sign on with XLCubed Web”
In this post we will walk through how to use XLCubed’s dashboard sheets to create a responsive dashboard within Excel, that will work on any device!
Continue reading “Dynamic Dashboards In Excel – Tutorial”
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.Continue reading
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.
Continue reading “XLCubed: A Beginner’s Advice”
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”