proCube™ Publisher Online Help

Date of Publication:July 02, 2010  

 

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:

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

Important considerations to keep in mind are:

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.

 

image003.gif

© 2010   Satori Group, Inc.