# Cube Cloud for Excel

Cube Cloud for Excel is the native [Microsoft Excel][ref-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][link-pivottable] in Excel but provides a custom
[pivot table](#create-reports-via-pivot-table) UI.

<InfoBox>

Available on [Enterprise and above plans](https://cube.dev/pricing).

</InfoBox>

After [configuring](#configuration), [installing](#installation), and
[authenticating](#authentication) this add-in, you will be able to [create
reports via pivot table](#create-reports-via-pivot-table) and work with
[saved reports](#work-with-saved-reports).

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## Configuration

Cube Cloud for Excel uses the SQL API internally. So, the SQL API has to be
[enabled][ref-sql-api-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][link-ms-appsource]
and click <Btn>Get it now</Btn>:

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You can also add this add-in to your Excel application via the <Btn>Add-ins</Btn>
button. Where this button is located depends on the [Excel version][link-excel-addins].
For example, in Excel for the web, it's located on the rightmost side of the
<Btn>Home</Btn> ribbon.

Search for `Cube Cloud for Excel (add-in)` and click <Btn>Add</Btn>:

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## 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 <Btn>Cube Cloud</Btn> button in
the <Btn>Home</Btn> ribbon. Then, click <Btn>Sign in</Btn>.

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

## Create reports via pivot table

To create a report, go to the add-in menu and click <Btn>Create report via pivot
table</Btn>. 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][ref-playground].

<InfoBox>

Cube Cloud for Excel works only with [views][ref-views], not cubes.

</InfoBox>

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

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Use <Btn>Order</Btn> and <Btn>Filters</Btn> 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 <Btn>Result location</Btn>.

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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][ref-pre-aggs].

When your report is ready, you can optionally move it to [saved reports](#work-with-saved-reports)
by clicking <Btn>Save</Btn>.

## Work with saved reports

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

Click <Btn>Refresh</Btn> to manually refresh the data in the report's location.
Click <Btn>Edit</Btn> to chnage the query or the location.

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You can also manage saved reports in the <Btn>[Saved Reports][ref-saved-reports]</Btn> page
in Cube Cloud.


[ref-excel]: /product/configuration/visualization-tools/excel
[link-pivottable]: https://support.microsoft.com/en-us/office/create-a-pivottable-to-analyze-worksheet-data-a9a84538-bfe9-40a9-a8e9-f99134456576
[ref-playground]: /product/workspace/playground
[ref-views]: /product/data-modeling/concepts#views
[ref-pre-aggs]: /product/caching/using-pre-aggregations
[ref-sql-api-enabled]: /product/apis-integrations/sql-api#cube-cloud
[link-excel-addins]: https://support.microsoft.com/en-us/office/add-or-remove-add-ins-in-excel-0af570c4-5cf3-4fa9-9b88-403625a0b460
[link-ms-appsource]: https://appsource.microsoft.com/en-us/product/office/WA200008486
[ref-saved-reports]: /product/workspace/saved-reports