docs/content/product/apis-integrations/microsoft-excel.mdx
Cube Cloud for Excel is the native Microsoft Excel add-in for Cube Cloud.
it works with Excel on all operating systems, including macOS, and all platforms, including web and mobile. It doesn't integrate with the native PivotTable in Excel but provides a custom pivot table UI.
<InfoBox>Available on Enterprise and above plans.
</InfoBox>After configuring, installing, and authenticating this add-in, you will be able to create reports via pivot table and work with saved reports.
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Cube Cloud for Excel uses the SQL API internally. So, the SQL API has to be enabled in the Cube Cloud deployment settings.
You have to install Cube Cloud for Excel into your Microsoft 365 organization. To do so, navigate to its page in the Microsoft AppSource and click <Btn>Get it now</Btn>:
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You can also add this add-in to your Excel application via the <Btn>Add-ins</Btn> button. Where this button is located depends on the Excel version. For example, in Excel for the web, it's located on the rightmost side of the <Btn>Home</Btn> ribbon.
Search for Cube Cloud for Excel (add-in) and click <Btn>Add</Btn>:
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You need to authenticate Cube Cloud for Excel to retrieve data from Cube Cloud. To do so, open the sidebar by clicking on the <Btn>Cube Cloud</Btn> button in the <Btn>Home</Btn> ribbon. Then, click <Btn>Sign in</Btn>.
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A modal window with an authentication prompt will appear. Choose the deployments
that you want to work with in Microsoft Excel and click <Btn>Authorize</Btn>.
Once you see the Access Granted message, close the modal window.
If you want to revoke the authentication, open the add-in menu and click <Btn>Sign out</Btn>.
To create a report, go to the add-in menu and click <Btn>Create report via pivot table</Btn>. Then, select a Cube Cloud deployment from the drop-down. Finally, you can start building a query by selecting a view and its members in the UI that looks and feels like Playground.
<InfoBox>Cube Cloud for Excel works only with views, not cubes.
</InfoBox>Click on members to add them to <Btn>Rows</Btn> and <Btn>Measures</Btn>. If needed, drag dimensions from <Btn>Rows</Btn> to <Btn>Columns</Btn>. Click on the funnel buttons to add members to <Btn>Filters</Btn>. Click on <Btn>×</Btn> to remove members from a query.
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Use <Btn>Order</Btn> and <Btn>Filters</Btn> panes below to sort and filter the data in the report.
If you'd like to move the report to a new location, click on the desired top-left cell and then confirm with the target button under <Btn>Result location</Btn>.
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With every change to your query, Cube Cloud for Excel will update the report on the sheet after a slight delay. If you'd like to minimize it, consider implementing pre-aggregations.
When your report is ready, you can optionally move it to saved reports by clicking <Btn>Save</Btn>.
Go to the add-in menu and click <Btn>View saved reports</Btn> to see a list of reports.
Click <Btn>Refresh</Btn> to manually refresh the data in the report's location. Click <Btn>Edit</Btn> to chnage the query or the location.
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You can also manage saved reports in the <Btn>Saved Reports</Btn> page in Cube Cloud.