proCube™ Publisher Online Help

Date of Publication:July 02, 2010  

 

Introducing proCube™ Publisher

proCube™ Publisher gives you the ability to quickly and easily distribute “secure” electronic reports that display proCube data according to each recipient’s database security access level. When you provide Publisher with your report parameters, it automatically generates and distributes your reports to both the proCube and non-proCube users that you specify.

If your database is secured, Publisher applies the database security access levels pre-assigned in proCube to report recipients. As a result, when proCube users open up your report in proCube, their reports automatically populate with the data that they are authorized to see; and when non-proCube users open up your report, they will see a spreadsheet containing data to which they have been granted access.

Using Publisher, you can create a single report and distribute it to multiple recipients — and each recipient will what they are permitted to see. This automated report generation process eliminates the need for manual report generation and printed reports, saves you time and money, and allows your company to realize a higher return on your proCube investment.

Publisher's direct benefits

The many benefits of Publisher include:

Publisher's functions and features

The following figure summarizes the main processing that occurs in Publisher prior to actually distributing the resulting workbook. Each item in the figure is described in the following paragraphs.

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Figure 1.    Publisher - Main Processing Prior to Workbook Distribution

Looping Through Values

The first and main feature of Publisher is that it loops through values in proCube dimensions that you specify and issues report pages—Excel worksheets—for each combination of values. For instance, if you specify that the Salesperson dimension is to be looped through, then the equivalent of a proCube slice page will be generated for each salesperson and a corresponding worksheet generated, which is included in the published result. (You have the choice as to whether each salesperson’s worksheet becomes its own workbook, or if all salespeople's worksheets are compiled into a single workbook.)

Conditional Publishing

Publisher enables you to specify, in each workbook that will be published, a conditional cell. You use this cell to control what gets published. Here’s how it works:

With this capability, you can do some powerful things:

Macro  for  Pre-Processing

Publisher enables you to specify, in each workbook that will be published, an Excel macro that will be executed prior to publishing. You can use this capability to perform, for instance, formatting or other automation on the results of the workbook.

Your macro must not alter the structure of the sheet in such a way that the proCube functionality is interfered with, or the successive workbooks in the publishing process will fail as Publisher loops through more dimension values.

This type of open integration opportunity is often referred to as pre-processing or post-processing. From the perspective of the published results, the macro gives you an opportunity to accomplish some pre-processing. Whereas the conditional cell feature enables you to specify what gets published, the macro enables you to specify how it gets published. For details on using this feature, refer to Identifying a macro to execute.

Report Distribution Options

Reports are distributed by Publisher in a number of ways, depending upon your preferences:

Prerequisites

Using Publisher assumes that you have a working knowledge of proCube features and functions. For detailed information about how to use proCube, refer to the proCube online help.

Sample database

The examples found in these topics are based on a database called “Acme Trading Company.olp.” and a spreadsheet called “ACME P&L.xls.” These files are provided in the Examples folder installed with your copy of Publisher.

Overview of the three-step Publisher process

There are three steps for publishing reports based on proCube spreadsheets:

 

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