Setting Up Publisher

Setting Up Publisher

Once Publisher is installed, you will need to create an Excel spreadsheet from proCube and then verify the spreadsheet and the cube from which it was created.

Creating an Excel spreadsheet from proCube

Before generating a report with Publisher, you will create an Excel spreadsheet from proCube. This spreadsheet serves as the basis for the reports you publish. To create this spreadsheet, create a slice in proCube, open the slice in Excel, and save it as a spreadsheet, or you can open an existing spreadsheet (such as a slice created by another proCube user and then exported to Excel.

A sample Excel spreadsheet, Acme P&L.xls is included with the Publisher installation. It's located in the Examples directory. This spreadsheet is the example used to illustrate Publisher's features and functionality.

Verifying the spreadsheet and its cube

Verify the following information about your spreadsheet and the cube from which it was created:

  • Check that all macros are error-free and that the conditional cell, if included, is Boolean (i.e., true/false).

  • Make a note of where the OLAPOpen cell is located before closing the spreadsheet or workbook. The default OLAPOpen cell is B1. It can be moved to another location by the creator of the Excel workbook/spreadsheet. As the person using proCube Publisher, you will need to know the new location of the OLAPOpen in order to perform the markup process.

  • Verify that there is one (and only one) OLAPOpen Cell in the workbook. If your spreadsheet does not contain an OLAPOpen cell, then make a copy of the spreadsheet in proCube, add an OLAPOpen Cell and any necessary macros or conditional cells, and then open the spreadsheet in the Publisher markup tool.

  • Check which dimensions are used in the report at the page level and where the member references are located in the spreadsheet. You need to know which dimensions contain the data with which you populate your spreadsheet and where they are located on your spreadsheet, the structure of the members in that dimension (i.e., hierarchy levels, subsets, and detail members), and the number of levels in the dimension hierarchies.

  • Confirm that the slice/spreadsheet has page members, not just row and column members.

  • You are required to have administrator-level access to the proCube database.

Additional recommendations and preferences for using Excel together with Publisher are found in Administrating Publisher.

Important considerations to keep in mind are:

  • Because Publisher cannot detect logic errors in macros, you will not receive error messages in Publisher. Although you will be allowed you to continue through the markup, configuration, and launch process, no reports will be sent.

  • Your spreadsheet can have a conditional cell (true/false) and a macro. Publisher allows you to select one of each to include in the reports you generate.

  • Publisher does not allow spreadsheet row and column members to be changed. Carefully arrange your column and row members in proCube as you intend them to appear in your reports.

The Acme Trading Company scenario

These topics walk you through a typical Publisher scenario based on a fictional company called Acme Trading Company. The “Acme Trading Company.olp” database has been installed with your copy of proCube Publisher and is located (by default) in the Examples folder. For example, C:\Program Files\proCube Publisher\Examples. Also included in the Examples folder is ACME P&L.xls, a ready-made spreadsheet with database security. This spreadsheet is also used as an example throughout these topics.

In our scenario, you are the Chief Financial Officer (CFO) of a company and you use Publisher to generate and distribute monthly Profit and Loss (P&L) reports. You send these reports to your Executive Officer (CEO) and Chief Operating Officer (COO)—both of whom have access to proCube on their desktops—and the Regional Vice Presidents (RVPs) whom do not have access to proCube. These employees have different database security privileges in proCube; for example, the RVPs can only see P&L data relating to their particular region, while the C-level officers have unlimited access to all data in proCube. Each report sent mirrors the security privileges of the recipient.

The following Acme employees are the recipients of your proCube Publisher reports:

Full User Name (with title)

proCube Database Password

Elissa Miller - CFO

12345678

Frank Gordon - COO

12345678

John Albanese - CEO

12345678

Chris Stone - RVP N. America

12345678

David Young - RVP Europe

12345678

Marsha Gillespie - RVP S. America

12345678

Brian Oberfield – RVP C. America

12345678

If you need to access and change the example database, log on as “Administrator” and use “Administrator” as your password.

The proCube reports you generate are based on the spreadsheet, ACME P&L.xls:

AcmeP&LSpreadsheet.png

Figure 1.    The Acme P&L Spreadsheet

To send custom reports to non-proCube users (e.g., the RVPs in our scenario), add these recipients as users of the secure proCube database before you create reports in Publisher. Define their security access levels and read/write privileges, and add their e-mail addresses to their user profiles, as explained in Configuring a Report Template. Doing so allows you to quickly create custom reports for each user and it prevents security breaches by ensuring that each recipient only sees the data for which they have access.

 

 

 

 

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