Getting Started with Excel

Modified on Wed, 19 Aug at 8:47 PM

Overview

QQube includes approximately 40 prebuilt business data models, with prepared Microsoft Excel examples available from the QQube Configuration Tool.

You can begin an Excel report in either of two ways: open a prepared QQube example or start with a blank Excel workbook and choose the fields yourself with the Select Assistant.

Two Ways to Create an Excel Report

Recommended: Start with a Prepared Example

Open a prepared Excel workbook from the Examples section of the QQube Configuration Tool. The workbook already contains a QQube connection, report structure, and sample analysis that you can modify.

Alternative: Start with a Blank Spreadsheet

Open a new blank Excel workbook, open the QQube tab, and use the Select Assistant to choose the QQube data model and fields you want to use.

QQube can return the selected fields as a Dynamic List or PivotTable without requiring an example workbook.

Both methods use the same prepared QQube data models. The difference is whether you begin with an existing report structure or build the Excel report yourself.

Review How QQube Interacts with Excel for additional information about Dynamic Lists and PivotTables.

Option 1: Start with an Excel Example

Open the QQube Configuration Tool and select Microsoft Excel under Examples.

The available Excel report examples appear in the list.

Grayed-Out Examples

A grayed-out example means the required data model has not been loaded successfully. Review the synchronization logs before opening the example.

Microsoft Excel examples listed in the QQube Configuration Tool

1. Confirm Successful Synchronization

Review the synchronization logs.

Confirm that the required data model loaded successfully and contains no synchronization errors.

2. Open the Excel Example

Double-click the required example in the QQube Configuration Tool.

For example, double-clicking sales_(qqube10.x).xlsx opens the prepared Sales workbook.

QQube Sales Excel example cover page

3. Review the Workbook Instructions

The workbook cover explains how to:

Use the Select Assistant to add fields to the PivotTable.
Place fields in the correct PivotTable areas.
Construct and customize the report.

Review How PivotTables Work for additional guidance.

4. Review the Prepared Report Tabs

Each workbook contains prepared report tabs that demonstrate how the QQube data can be analyzed.

The following example shows the Fill Rate tab in the Sales workbook.

Fill Rate report tab in the QQube Sales Excel example

Option 2: Start with a Blank Spreadsheet

Use this method when you want to build the Excel report yourself instead of modifying a prepared example.

1. Open a Blank Excel Workbook

Create a new blank workbook in Excel.

2. Open the Select Assistant

Open the QQube tab and select Select Assistant.

3. Choose the Report Fields

Select the QQube data model and the fields required for the report.

Review Selecting Your Fields for details about the Select Assistant.

4. Build the Excel Report

Create either a Dynamic List for detailed row-level work or a PivotTable for grouping, summaries, and interactive analysis.

After the QQube fields are selected, continue building and formatting the report with standard Excel functionality.

Expected Result

You can begin with a prepared QQube Excel example and modify it, or start with a blank workbook and use the Select Assistant to choose the QQube fields yourself.

Either method creates an Excel report based on the prepared QQube data model without requiring you to work directly with database tables or relationships.