For you to use Excel-based Reporting, your administrator will need to opt-in by submitting a ticket through the Host Analytics Support portal: https://hostanalyticsinc.zendesk.com/hc/en-us
Each of the reporting features in SpotlightXL have their own advantages. The key advantage of the Excel-based Reporting is that it supports all of the native Excel formatting capabilities; whereas, the standard Spotlight Report over-rides certain Excel formatting (e.g. conditional formatting, word wrap, etc.) after you save the design of the report.
To guide you on when to use the Excel-based Reports, here is a feature comparison:
|Interactive query and analysis||Formatted report with restrictions on page, row, and column axes placement||Formatted report with no restrictions|
|Excel and web interface||Excel and web interface||Excel interface|
|No formatting||Support for most commonly used formats||Support for a wide variety of Excel formats|
|Reference data from one model||Reference data from multiple models||Reference data from multiple models|
|Save data to a single model||Save data to multiple models||No saving of data|
|Runs calculation process||Runs calculation process||No running of calculations|
|Drill Through data is supported||Drill Through data is supported||Drill Through data is not supported|
|Model and dimension security are supported||Model and dimension security are supported||Model and dimension security are supported|
|Publishing to the cloud is supported|
Source: Host Analytics
In the Community portal, you can find a quick start guide to get you started with Excel-based Reporting. You may review this with your administrator since he or she will need to grant you access if you want to publish Excel-based Reports:
Note that you can conveniently convert an existing View or Report into an Excel-based Report. Here are additional articles in the Community portal for creating Excel-based Reports:
Once you have created a report, you will notice that the report headers and data cells are captured as Excel formulas. To change the report definition, you can select a cell and click on the drop-down, or you can use the Design Manager button (similar to the approach for the standard Report feature). Note that it is possible to embed cell references in the selections.
As a word of caution, based on the nature of Excel formulas, you may find that Excel-based Reports run slower when you have workbooks open that are large or have intensive formulas.
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