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Reports, OfficeConnect, and Sheets

2018.3 Release Notes for OfficeConnect, Excel Interface for Planning, and sheets.


Increased Cube Sheet Maximum

Cube sheet maximum default size has increased from 1 GB to 5 GB. 

New Right-Click Options in Modeled Sheets

With a simple right-click, anyone on a modeled sheet can add and edit dimensions as they enter data. Right-click on a dimension cell and select Edit Dimension Values or Create Dimension Value. See Edit Switches, Checkboxes, and Drop-Downs in Sheets.

new right-click actions in sheets

To activate this option on modeled sheet

  1.  Edit the modeled sheet and click Columns and Levels.
  2. From the columns, select a dimension. 
  3. In the General Properties, click the Edit dimension on sheet checkbox and save. See Create Modeled Sheets.

Attribute Rollups on Cube Sheets

For account, level, and dimension attributes, the attribute rollup now includes all attribute values, not just those added to the sheet.

The following example shows level attributes on a cube sheet. West Coast is the only attribute value added to the sheet. Finance HQ is the only level tagged with the West Coast attribute. When you select All for the level attribute, the sheet displays all the levels, not just those tagged with West Coast, and totals all the levels. When you select West Coast, the sheet displays only the levels tagged:

Dimension Total with All Attributes.png

When you select All from the attribute filter:

  Before  With This Release
Sheet Display The sheet displayed only the accounts, dimensions, or levels tagged with one of the attributes on the sheet. The sheet displays all the accounts, dimensions, or levels, even those tagged with the attribute values that are not on the sheet.
Rollups on the Sheet The rollup data on the sheet included all the contributing dimensions, but only itemized those tagged with the attribute.  The rollup data includes all the contributing dimensions on the sheet and itemizes them per row. 

See Level Dimensions and Attributes, section Attributes versus Dimensions > On Cube Sheets, for more details from a modeling perspective. 

See Rollup Cells in Sheets, section Rollups as Filters, for more details from a sheet viewer or data entry perspective.

OfficeConnect and Excel Interface for Planning

OfficeConnect and Excel Interface for Planning Supports Office 2019 

We made updates to support Microsoft's release of Office 2019.  See OfficeConnect Technical Requirements and Excel Interface for Planning Technical Requirements

Ribbon Update in OfficeConnect


Instead of clicking Builder to hide or show the Reporting pane in your OfficeConnect worksheets, click Show Task Pane.

new ribbon toggle


Hex Codes in Web Reporting 

Get the colors on your reports to match your brand or your taste. From the Style tab of Properties, choose a background or font color. Enter your hex code for an exact color match: 

Report Properties Hex Codes.png

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