Cube Cloud for Excel

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.

Available on Enterprise plan.

After configuring, installing, and authenticating this add-in, you will be able to create reports via pivot table and work with saved reports.

Configuration

Cube Cloud for Excel uses the SQL API internally. So, the SQL API has to be enabled in the Cube Cloud deployment settings.

Installation

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 Get it now:

You can also add this add-in to your Excel application via the Add-ins 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 Home ribbon.

Search for Cube Cloud for Excel (add-in) and click Add:

Authentication

You need to authenticate Cube Cloud for Excel to retrieve data from Cube Cloud. To do so, open the sidebar by clicking on the Cube Cloud button in the Home ribbon. Then, click Sign in.

A modal window with an authentication prompt will appear. Choose the deployments that you want to work with in Microsoft Excel and click Authorize. 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 Sign out.

Create reports via pivot table

To create a report, go to the add-in menu and click Create report via pivot table. 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.

Cube Cloud for Excel works only with views, not cubes.

Click on members to add them to Rows and Measures. If needed, drag dimensions from Rows to Columns. Click on the funnel buttons to add members to Filters. Click on × to remove members from a query.

Use Order and Filters 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 Result location.

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 Save.

Work with saved reports

Go to the add-in menu and click View saved reports to see a list of reports.

Click Refresh to manually refresh the data in the report’s location. Click Edit to chnage the query or the location.

You can also manage saved reports in the Saved Reports page in Cube Cloud.