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Integrations → XLCubed

About XLCubed

Integrating XLCubed with Incorta enables you to query Incorta business views and embed XLCubed published reports and charts into Incorta dashboards.

XLCubed is a standalone add-in from Fluence Technologies, used in Microsoft Excel. It helps business users create reports and dashboards and analyze and explore data without any programming experience by connecting to different data sources. You can also build pixel-perfect planning and budgeting models.

Using the XLCubed add-in, you can build several reports in Excel, such as the following:

  • Income statements
  • Budget variance analysis
  • Several other financial statements using pre-built templates

Prerequisites

Requirements include:

  • Windows operating system
  • A license to use XLCubed with Incorta
  • Microsoft Excel installed
  • XLCubed Excel and web editions installed
  • Valid licenses for both XLCubed Excel and web editions
Important

You must install the XLCubed web edition if you want to embed XLCubed reports in an Incorta dashboard.

Note

To disable displaying instructions about connecting XLCubed to Incorta, ask your Cluster Management Console (CMC) administrator to disable it under Default Tenant Configurations → External Visualization Tool → XLCubed.

XLCubed installation and licensing

To use XLCubed with Incorta, download and install the following:

Note

Incorta provides a 28-day XLCubed trial license. For a permanent license, contact your Incorta account executive.

Installation

Use the following steps to install the Incorta XLCubed Excel edition:

  1. Unzip the downloaded file.
  2. Make sure Microsoft Excel is closed.
  3. Install the XLCubed executable .exe file from the unzipped folder.
  4. Open Excel.

You’ll notice a new tab called XLCubed in the Excel ribbon.

To install the XLCubed web edition, refer to the XLCubed Web Edition Installation Guide.

Licensing

Upload the license to use XLCubed with Incorta.

  1. In the Excel ribbon, select the XLCubed tab, then Extras > Licensing.
  2. Select Activate.
  3. Browse to the location where you saved the license.license file.
  4. Select Apply License.
  5. Restart Excel.

Now you can see the XLCubed tab renamed to Incorta.

Important

To purchase the permanent license, please contact your Incorta account executive.

Using XLCubed with Incorta

Here are some XLCubed references to familiarize yourself with XLCubed and how to use it:

Important terms

Use the following table to map the terminologies between XLCubed and Incorta.

XLCubedIncorta
DatabasesTenants
CubesSchemas
User IDTenant username
PasswordTenant password

Sample data connection

You can use the sample dataset Incorta provides to try out XLCubed with Incorta before using your own data.

To connect to the sample data, follow these steps:

  1. Open Microsoft Excel.
  2. In the Excel ribbon, select the Incorta tab.
  3. Select Connections > Connections > Add.
  4. Select the New Connection tab.
  5. From the left pane, select Incorta sample data.
  6. Select the database and cube.
  7. Select OK.

Connect XLCubed to Incorta

Configure Incorta in the MS Excel XLCubed add-in using the following steps:

  1. Open Microsoft Excel.
  2. In the Excel ribbon, select the Incorta tab.
  3. Select Connections > Connections > Add.
  4. Select the New Connection tab.
  5. From the left pane, select Incorta.
  6. Enter the following details:
    1. Incorta server URL
    2. Make sure to select Requires Logon.
    3. Type in the tenant name you want to connect to.
  7. Select Connect.
  8. Enter your Incorta Analytics username and password.
  9. Select OK.
  10. Choose your business schema.
  11. Select OK.

Now that you are connected to Incorta using XLCubed, you can see a list of the connections you created in the Connections window.

Query Incorta business views

To start querying your Incorta business views, do the following in the Incorta tab:

  1. Select Grids and Tables, then Grid.
  2. In the Grid Report Designer, start building the report by selecting the following:
    • Tables
    • Filters (set of available dimensions)
    • Columns and rows
    • Member selector

For more information, refer to the XLCubed Report Designer documentation.

Note

If you select a measure as a dimension, you must select at least one item from the member selector.

  1. Create your report.
  2. Save the report.
Note

While creating a connection, you choose a default schema that you are going to query. You can switch to another schema using the same connection in the Design grid window.

You can use the XLCubed Excel plugin dashboards for Oracle EBS data application to perform advanced analytics on your Oracle E-Business Suite (EBS) data with the customizable XLCubed dashboards Incorta created.

Publish reports to the web

To embed your XLCubed reports in Incorta, you must publish them to the web using the XLCubed web edition.

Use the following steps to publish to the web:

  1. Open the XLCubed report you saved earlier.
  2. Select Publish to Web from the Incorta tab in the Excel ribbon.
  3. From the Publisher window, connect to the server you want to publish the report to.
  4. Enter the report name and description.
  5. Select where you want to publish the report.
  6. (Optional) Select Display after Publish to open the published report.
  7. Select Publish to start the publishing process.

For more information, refer to the Web Publishing XLCubed documentation.

Embed report into Incorta dashboard

After publishing a report on XLCubed web, you can embed it in an Incorta dashboard in two ways:

  • (Recommended) XLCubed SDK component. This way, you can interact with the published reports using XLCubed endpoints and pass prompt filters to the published reports. You can find the XLCubed component in the Component SDK marketplace.
  • Rich Text iframe. You can interact with the published reports using drill down or slicers defined in XLCubed reports. However, this option does not keep the published report in sync with Incorta filters.

XLCubed component

You can use the XLCubed component to publish reports into Incorta dashboards, creating insights. You can also configure published reports to interact with your dashboard prompts by defining some parameters in your XLCubed report and linking them to your XLCubed component insight.

Here’s how to use the XLCubed component to embed published reports:

Prerequisites

To use the XLCubed component SDK, you must have:

  • An Incorta version with Component SDK enabled
  • A published XLCubed report, with parameters configured for prompt interactivity. For more information, refer to XL3LookupTabular documentation.
Steps
  1. Log in to your Incorta account.
  2. Go to Marketplace > Components.
  3. Install the XLCubed component.
  4. Go to Content.
  5. Create a new dashboard, or use an already existing dashboard.
  6. Create a new insight. In the Analyzer, do the following:
    1. For the visual type, select XLCubed.
    2. In the Insight settings panel, change the default report URL and report path.
    3. (Optional) Specify the default tab name if you need to reveal the tabs bar in the dashboard.
    4. Drag and drop the fields you want to link with the parameters, and then specify the name for each pill.
    5. Save your insight.