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1 | 1 | # Cube Cloud for Excel |
2 | 2 |
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3 | | -TODO |
| 3 | +Cube Cloud for Excel is the native [Microsoft Excel][ref-excel] add-in for Cube Cloud. |
| 4 | + |
| 5 | +Unlike the [MDX API][ref-mdx-api], it works with Excel on all operating systems, |
| 6 | +including macOS, and all platforms, including web and mobile. It doesn't integrate |
| 7 | +with the native [PivotTable][link-pivottable] in Excel but provides a custom |
| 8 | +[pivot table](#create-reports-via-pivot-table) UI. |
| 9 | + |
| 10 | +<SuccessBox> |
| 11 | + |
| 12 | +Cube Cloud for Excel is available in Cube Cloud on [Enterprise and above](https://cube.dev/pricing) product tiers. |
| 13 | + |
| 14 | +</SuccessBox> |
| 15 | + |
| 16 | +<WarningBox> |
| 17 | + |
| 18 | +Cube Cloud for Excel is currently in preview. Please [contact us](https://cube.dev/contact) to get access to it. |
| 19 | + |
| 20 | +</WarningBox> |
| 21 | + |
| 22 | +After [installing](#installation) and [authenticating](#authentication) this |
| 23 | +add-in, you will be able to [create reports via pivot |
| 24 | +table](#create-reports-via-pivot-table) and work with [saved |
| 25 | +reports](#work-with-saved-reports). |
| 26 | + |
| 27 | +{/* |
| 28 | +
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| 29 | +TODO: Video |
| 30 | +
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| 31 | +<YouTubeVideo |
| 32 | + url="https://www.youtube.com/embed/qPp9hroqd4g" |
| 33 | + aspectRatio={4/2.56} |
| 34 | +/> |
| 35 | +
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| 36 | +*/} |
| 37 | + |
| 38 | +## Installation |
| 39 | + |
| 40 | +<WarningBox> |
| 41 | + |
| 42 | +Please contact your dedicated customer success manager so we can guide you |
| 43 | +through the installation. |
| 44 | + |
| 45 | +</WarningBox> |
| 46 | + |
| 47 | +## Authentication |
| 48 | + |
| 49 | +You need to authenticate Cube Cloud for Excel to retrieve data from Cube Cloud. |
| 50 | +To do so, open the sidebar by clicking on the <Btn>Cube Cloud</Btn> button in |
| 51 | +the <Btn>Home</Btn> ribbon. Then, click <Btn>Sign in</Btn>. |
| 52 | + |
| 53 | +{/* |
| 54 | +
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| 55 | +TODO: Replace screenshot |
| 56 | +
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| 57 | +*/} |
| 58 | + |
| 59 | +<Screenshot |
| 60 | + src="https://ucarecdn.com/d47c8faa-97ed-4ce1-ba0e-99b7add1ab61/" |
| 61 | + highlight="inset(15% 0 55% 76.5% round 10px)" |
| 62 | +/> |
| 63 | + |
| 64 | +A modal window with an authentication prompt will appear. Choose the deployments |
| 65 | +that you want to work with in Microsoft Excel and click <Btn>Authorize</Btn>. |
| 66 | +Once you see the `Access Granted` message, close the modal window. |
| 67 | + |
| 68 | +If you want to revoke the authentication, open the add-in menu and click |
| 69 | +<Btn>Sign out</Btn>. |
| 70 | + |
| 71 | +## Create reports via pivot table |
| 72 | + |
| 73 | +To create a report, go to the add-in menu and click <Btn>Create report via pivot |
| 74 | +table</Btn>. Then, select a Cube Cloud deployment from the drop-down. Finally, |
| 75 | +you can start building a query by selecting a view and its members in the UI that |
| 76 | +looks and feels like [Playground][ref-playground]. |
| 77 | + |
| 78 | +<InfoBox> |
| 79 | + |
| 80 | +Google Cloud for Sheets only works with [views][ref-views] rather than cubes. |
| 81 | + |
| 82 | +</InfoBox> |
| 83 | + |
| 84 | +Click on members to add them to <Btn>Rows</Btn> and <Btn>Measures</Btn>. |
| 85 | +If needed, drag dimensions from <Btn>Rows</Btn> to <Btn>Columns</Btn>. Click on |
| 86 | +the funnel buttons to add members to <Btn>Filters</Btn>. Click on <Btn>×</Btn> to |
| 87 | +remove members from a query. |
| 88 | + |
| 89 | +{/* |
| 90 | +
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| 91 | +TODO: Replace screenshot |
| 92 | +
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| 93 | +*/} |
| 94 | + |
| 95 | +<Screenshot |
| 96 | + src="https://ucarecdn.com/acc8e133-f237-4aa7-a725-f32dd4a2ebdb/" |
| 97 | + highlight="inset(10% 0 5% 76.5% round 10px)" |
| 98 | +/> |
| 99 | + |
| 100 | +Use <Btn>Order</Btn> and <Btn>Filters</Btn> panes below to sort and filter the |
| 101 | +data in the report. |
| 102 | + |
| 103 | +If you'd like to move the report to a new location, click on the desired top-left |
| 104 | +cell and then confirm with the target button under <Btn>Result location</Btn>. |
| 105 | + |
| 106 | +{/* |
| 107 | +
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| 108 | +TODO: Replace screenshot |
| 109 | +
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| 110 | +*/} |
| 111 | + |
| 112 | +<Screenshot |
| 113 | + src="https://ucarecdn.com/5a8d2b6a-b415-46ee-9e03-57ea5eeb693a/" |
| 114 | + highlight="inset(52.5% 0 5% 76.5% round 10px)" |
| 115 | +/> |
| 116 | + |
| 117 | +With every change to your query, Cube Cloud for Excel will update the report on |
| 118 | +the sheet after a slight delay. If you'd like to minimize it, consider |
| 119 | +implementing [pre-aggregations][ref-pre-aggs]. |
| 120 | + |
| 121 | +When your report is ready, you can optionally move it to [saved reports](#work-with-saved-reports) |
| 122 | +by clicking <Btn>Save</Btn>. |
| 123 | + |
| 124 | +## Work with saved reports |
| 125 | + |
| 126 | +Go to the add-in menu and click <Btn>View saved reports</Btn> to see a list of |
| 127 | +reports. |
| 128 | + |
| 129 | +Click <Btn>Refresh</Btn> to manually refresh the data in the report's location. |
| 130 | +Click <Btn>Edit</Btn> to chnage the query or the location. |
| 131 | + |
| 132 | +{/* |
| 133 | +
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| 134 | +TODO: Replace screenshot |
| 135 | +
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| 136 | +*/} |
| 137 | + |
| 138 | +<Screenshot |
| 139 | + src="https://ucarecdn.com/c8d490c6-80bf-44fe-9233-45121a7c4088/" |
| 140 | + highlight="inset(15% 0 25% 76.5% round 10px)" |
| 141 | +/> |
| 142 | + |
| 143 | + |
| 144 | +[ref-excel]: /product/configuration/visualization-tools/excel |
| 145 | +[ref-mdx-api]: /product/apis-integrations/mdx-api |
| 146 | +[link-pivottable]: https://support.microsoft.com/en-us/office/create-a-pivottable-to-analyze-worksheet-data-a9a84538-bfe9-40a9-a8e9-f99134456576 |
| 147 | +[ref-playground]: /product/workspace/playground |
| 148 | +[ref-views]: /product/data-modeling/concepts#views |
| 149 | +[ref-pre-aggs]: /product/caching/using-pre-aggregations |
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