Getting Started with Excel

Overview

QQube contains over 30 data models and one or more examples out-of-the-box for each of them.  They are contained in the QQube Configuration Tool.

There are two ways to create reports in Excel

1. Start with an example from the QQube Configuration Tool
2. Start from scratch using the Select Assistant from the QQube Add-In

You will retrieve the QuickBooks information into excel as either a dynamic range or pivot table.    See this guide for more information.

Start with an Example

Open up the Configuration tool and highlight Microsoft Excel under the Examples section. You will see a list of Excel Report examples - at least one for each data model.

If you see a data model example grayed out, please review this guide on selection and synching. 

Step One

Check the synch logs to ensure successful and accurate data extraction.

Step Two

Open up an example from the QQube Configuration Tool. Double clicking on sales_(qqube_10.x).xlsx brings up the following example.

The spreadsheet cover visually instructs you to use the Select Assistant to grab additional fields for your pivot table, and then place them in the proper quadrant to construct your report.  More information on pivot tables.

Here is the Fill Rate Tab within that spreadsheet example: