Reporting & Analytics – XLCubed Blog ../../../ XLCubed Blog Thu, 16 Jun 2022 08:44:44 +0000 en-GB hourly 1 https://wordpress.org/?v=5.3.21 ../../../wp-content/uploads/2016/09/cropped-logo_512_512-150x150.png Reporting & Analytics – XLCubed Blog ../../../ 32 32 Updating SQL Tables from Excel: A New Approach (Part 2) ../../../2021/11/updating-sql-tables-from-excel-a-new-approach-part-2/ ../../../2021/11/updating-sql-tables-from-excel-a-new-approach-part-2/#respond Thu, 11 Nov 2021 11:16:15 +0000 https://blog.xlcubed.com/?p=6415 In part 1 of this article, we have prepared the table for the update. In this second part, we will learn how to update the SQL table with only the rows modified by the user. Part 2: Tracking Changes and Updating the SQL Table Tracking the changed rows We need a way to track what […]

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]]> ../../../2021/11/updating-sql-tables-from-excel-a-new-approach-part-2/feed/ 0 Updating SQL Tables from Excel: A New Approach (Part 1) ../../../2021/11/updating-sql-tables-from-excel-a-new-approach-part-1/ ../../../2021/11/updating-sql-tables-from-excel-a-new-approach-part-1/#respond Thu, 11 Nov 2021 11:15:00 +0000 https://blog.xlcubed.com/?p=6399 In a previous blog article, Ambika presented a neat method to update an SQL table from Excel.  This proved to be useful for many of our customers but could somewhat be painful for those wishing to update many rows. Today, an increasing number of XLCubed customers use Excel as a planning sandbox and often want […]

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]]> ../../../2021/11/updating-sql-tables-from-excel-a-new-approach-part-1/feed/ 0 Lessons from IBCS – Scenario Handling ../../../2020/10/lessons-from-ibcs-scenario-handling/ ../../../2020/10/lessons-from-ibcs-scenario-handling/#respond Mon, 05 Oct 2020 09:20:19 +0000 https://blog.xlcubed.com/?p=6218 In the previous blog, we looked at how consistency is important throughout a set of reports and dashboards. It helps users to understand the reports quickly and easily. Another important aspect to maintain is scenario handling; this forms the UNIFY part of IBCS’ SUCCESS formula. Scenarios are used to represent different types of business data […]

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]]> ../../../2020/10/lessons-from-ibcs-scenario-handling/feed/ 0 XLCubed and IBCS ../../../2020/07/xlcubed-and-ibcs/ ../../../2020/07/xlcubed-and-ibcs/#respond Tue, 07 Jul 2020 07:40:02 +0000 https://blog.xlcubed.com/?p=6034 In the last few months we have significantly extended the charting elements within XLCubed. We wanted to get the product formally certified by IBCS, and I’m delighted to say we achieved that in early June. We’ve been aware of IBCS for several years now through some of our customers and partners, but it was really […]

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]]> ../../../2020/07/xlcubed-and-ibcs/feed/ 0 Updating SQL Tables from Excel ../../../2020/03/updating-sql-tables-from-excel/ ../../../2020/03/updating-sql-tables-from-excel/#comments Thu, 05 Mar 2020 15:55:02 +0000 https://blog.xlcubed.com/?p=5896 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 […]

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]]> ../../../2020/03/updating-sql-tables-from-excel/feed/ 2 Grid Favourites ../../../2020/01/grid-favourites/ ../../../2020/01/grid-favourites/#respond Fri, 17 Jan 2020 14:29:43 +0000 https://blog.xlcubed.com/?p=5497 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 […]

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]]> ../../../2020/01/grid-favourites/feed/ 0 Warning: Excel Can Get Volatile (revised) ../../../2019/10/warning-excel-can-get-volatile-revised/ ../../../2019/10/warning-excel-can-get-volatile-revised/#respond Fri, 04 Oct 2019 12:01:15 +0000 https://blog.xlcubed.com/?p=5810 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 […]

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]]> ../../../2019/10/warning-excel-can-get-volatile-revised/feed/ 0 Customer Segmentation By Revenue Contribution ../../../2019/10/customer-segmentation-by-revenue-contribution/ ../../../2019/10/customer-segmentation-by-revenue-contribution/#respond Thu, 03 Oct 2019 09:45:34 +0000 https://blog.xlcubed.com/?p=5780 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 […]

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]]> ../../../2019/10/customer-segmentation-by-revenue-contribution/feed/ 0 Rolling Actual and Forecast Reporting ../../../2019/08/rolling-actual-and-forecast-reporting/ ../../../2019/08/rolling-actual-and-forecast-reporting/#respond Tue, 27 Aug 2019 12:24:01 +0000 https://blog.xlcubed.com/?p=5740 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 […]

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]]> ../../../2019/08/rolling-actual-and-forecast-reporting/feed/ 0 Usage Metrics in XLCubed ../../../2019/07/usage-metrics-in-xlcubed/ ../../../2019/07/usage-metrics-in-xlcubed/#respond Mon, 22 Jul 2019 10:09:44 +0000 https://blog.xlcubed.com/?p=5643 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 […]

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