Difference between revisions of "Managing Connections"

(Version 9)
(Custom Properties)
 
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The '''Manage Connections''' form is available from the {{Menu|XLCubed|Connections}} ribbon or menu item. It allows you to view, edit and delete existing connections for the workbook, and to create new connections when required.
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The '''Manage Connections''' form is available from the {{Menu|FluenceXL|Connections}} ribbon item. It allows you to view, edit and delete existing connections for the workbook, and to create new connections when required.
  
 
==Connecting to your data==
 
==Connecting to your data==
  
One workbook can support multiple connections to different cubes or databases. Whenever XLCubed detects you require a connection to a cube or database, you will have the opportunity to select an existing one or to create one as described below.
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One workbook can support multiple connections to different cubes or databases. Whenever FluenceXL detects you require a connection to a cube or database, you will have the opportunity to select an existing one or to create one as described below.
  
==Cube Connections==
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Any connections you have previously made will be displayed on the ''Recent Connections'' tab for easy access.
<!--the following span is for the sidebar menu--><span id="Connection_Manager"> </span>
 
*To make a connection select {{Menu|XLCubed|Connections}} and press ''Add''
 
  
[[Image:I5.png|20px|left]]
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To create a new connection open the Connection Manager from {{Menu|FluenceXL|Connections}} and select the ''New Connection'' tab.
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Here, choose the connection type and provide the appropriate detail.
  
*The display shows any recent connections, which can quickly be re-used by selecting and pressing ''OK''
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===Cube and Dimensional Connections===
 
[[Image:I3.png|350px|centre]]
 
  
*For a new connection, select the New Connection tab, choose the server type and specify the appropriate detail as below:
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For cube and dimensional connection types you will need to specify the server or tenant address, and then select the the required database and cube ("database" and "cube" terminology will vary based on the connection type).
  
:: ''Analysis Services Server:'' Type the server name
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[[Image:I4.png|450px|centre]]
:: ''Analysis Services Server 2000:'' Type the AS2000 server name
 
:: ''Analysis Services Cube file:'' Browse to locate the local cube file
 
:: ''XLCubed Connection:'' Type the URL of the XLCubed Web Edition server to connect to
 
  
[[Image:I4.png|350px|centre]]
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===Other Connections===
 
*Once connected, select the required database on the left, then select relevant cube on the right to add the connection.
 
  
* Add additional connections to the workbook as required.
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FluenceXL supports a wide variety of datasources including relational databases and big data providers. For these connection types you will typically only need to specify the Server or tenant address, and then the database which you want to connect to.
  
==Database Connections==
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==Custom Properties==
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In the Manage Connections dialog, right click on a connection and you can set custom properties which will be applied in the connection string when the connection to the server is opened.
  
From [[Version 8]], you can centrally manage relational database connections using this form.
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From here you can also set up the query timeout to prevent long running queries from causing Excel to hang. This is applied to all grid and formula queries which use the connection.
  
*To make a new relational connection select {{Menu|XLCubed|Connections}}, switch to the {{Menu|Database Connections}} tab and select ''Add''
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[[File:ConnectionProp.PNG|400px|center]]
*Select the server type from the first dropdown, then enter the server name in the next box (or select the file for Access connections)
 
*If necessary, enter the log in details, then click the ''Connect'' button
 
*Select the database from the list
 
 
 
===Custom OLEDB and ODBC connections===
 
 
 
*Follow the instructions above, but select either ''Custom OLEDB Connection'' or ''Custom ODBC Connection'' from the first dropdown as appropriate
 
*Either type in a connection string or choose the Excel range which contains the connection string
 
*Click the ''Connect'' button
 
*Select the database from the list
 
 
 
From Version 9, [[grids]] can be built from any supported datasource using a [[Pivot View]]
 
 
 
* Additional datasources supported in v9:
 
** Microsoft SQL Server
 
** Oracle Server
 
** Google BigQuery
 
** Amazon Redshift
 
** PowerBI Cloud
 
** PowerBI Desktop
 
** HDInsight
 
** Teradata
 
** QlikSense Desktop
 
** Vertica
 
  
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[[Category:Getting Started]]
 
[[Category:Connections]]
 
[[Category:Connections]]

Latest revision as of 17:08, 5 July 2023

The Manage Connections form is available from the FluenceXL > Connections ribbon item. It allows you to view, edit and delete existing connections for the workbook, and to create new connections when required.

Connecting to your data

One workbook can support multiple connections to different cubes or databases. Whenever FluenceXL detects you require a connection to a cube or database, you will have the opportunity to select an existing one or to create one as described below.

Any connections you have previously made will be displayed on the Recent Connections tab for easy access.

To create a new connection open the Connection Manager from FluenceXL > Connections and select the New Connection tab. Here, choose the connection type and provide the appropriate detail.

Cube and Dimensional Connections

For cube and dimensional connection types you will need to specify the server or tenant address, and then select the the required database and cube ("database" and "cube" terminology will vary based on the connection type).

I4.png

Other Connections

FluenceXL supports a wide variety of datasources including relational databases and big data providers. For these connection types you will typically only need to specify the Server or tenant address, and then the database which you want to connect to.

Custom Properties

In the Manage Connections dialog, right click on a connection and you can set custom properties which will be applied in the connection string when the connection to the server is opened.

From here you can also set up the query timeout to prevent long running queries from causing Excel to hang. This is applied to all grid and formula queries which use the connection.

ConnectionProp.PNG