Dashboard cards are a great way to group related data and make key information more accessible. The flexibility of Excel and XLCubed means there are a number of ways you might choose the incorporate a card-based design into your dashboards. In this blog we will consider one way to do this using XLCubed dashboard sheets and paged viewports.
As well as all of these, one often overlooked aspect of the Advanced member selector is the member combination mode.
This enables lots of interesting scenarios, especially as you can run more advanced selections on the results of these.
Propagate across Sheets
Today’s blog will run through Propagate across Sheets – it’s an XLCubed feature that’s been around for some time but is definitely one of our hidden gems!
Propagate across Sheets is some great functionality that allows users to quickly replicate a report onto additional sheets within the same workbook or a new workbook.
A common scenario in business reporting is for different users to want reports to open with ‘their’ view on the data. So for a particular Store or business unit.
Many back-ends already support setting Default Members for different users and groups, for example Analysis Services allows this, but as XLCubed can connect to an increasing number of back-ends we can’t rely on this and sometimes a single report user may have different combinations of views on data (for example, a set of store/product group combinations)
Version 9.2 of XLCubed has added Workbook Aspects to help with this, allowing users to store their own slicer selections and quickly switch between those and also to set the default for when the report is loaded.
With this feature you can define the aspects at a report level, shared by all users, and also allow users to define their own private aspects.
In an ideal world for report designers, all the data required for a report is available in one data source, and the structure and hierarchies perfectly match the reporting needs. Sadly, the world isn’t always ideal (just ask Theresa May…).
We often see scenarios where users are reporting numerical data from Analysis Services but want to include descriptive or textual information held elsewhere. People have approached this in different ways, but XLCubed’s mashup capability can make it a much more streamlined and maintainable process.
Ever wondered how Santa Claus keeps track of the North Pole’s toy production all year round? He uses XLCubed of course! Continue reading “Christmas Dashboard”
Many would believe that Excel is a static environment and not suited for making responsive mobile reports. XLCubed users know better. With XLCubed’s Dashboard Designer, it is possible to create dashboards that are not only interactive and data-connected, but also responsive to fit any device.
One of the biggest improvements in 9.2 is undoubtedly in the area of interactive charting. We’ve hugely extended the capabilities of Small Multiples through a new charting engine which brings rich interactive Visual Analytics to Excel (and web, and mobile…).
The ‘Small Multiple’ concept of many charts with a shared axis is very powerful, but in some cases users just need a single interactive chart and 9.2 caters for both scenarios. We have added zoom controls, sliders and a play axis to help users quickly focus in on and further explore specific areas of interest within the chart.
Today’s blog will show you a really quick and easy way to format your grid to show different display units.
This approach is ideal for dynamic Grids where the size of the values can vary considerably based on the selected filters, or where the user has drilled down to lower levels in the data. For example, if country level numbers are in hundreds of millions, but customer level numbers are in hundreds or thousands, it can be useful to have the ability to quickly change the display units.
Today’s blog will run through XLCubed’s commentary functionality.
At XLCubed we have seen a lot of customer interest in commentary and collaboration in the last couple of years.
We’re all familiar with the standard comments functionality in Excel where you add a comment to an Excel cell.
However, in a dynamic BI environment it can be limiting. For example, say I add an Excel comment to cell $C$10, then the comment is tied to that specific cell. If a user changes a filter selection, the numbers change but the comment does not and may not now be relevant.
This is where XLCubed commentary shines through.