> ## Documentation Index
> Fetch the complete documentation index at: https://cubed3-feat-druid-driver-streaming.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Cube Cloud for Excel

> Cube Cloud for Excel is the native Microsoft 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.

<Note>
  Available on [Enterprise plan](https://cube.dev/pricing).
</Note>

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).

<iframe width="100%" height="400" src="https://www.youtube.com/embed/vG7iEdYTvIQ" title="YouTube video" frameBorder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture" allowFullScreen />

## 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 **Get it now**:

<Frame>
  <img src="https://ucarecdn.com/8d451775-6b44-47b5-a682-87cb30f3f8e6/" />
</Frame>

You can also add this add-in to your Excel application via the **Add-ins**
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
**Home** ribbon.

Search for `Cube Cloud for Excel (add-in)` and click **Add**:

<Frame>
  <img src="https://ucarecdn.com/83ab1e1f-e7d0-4c9c-bea1-f12c193d5e94/" />
</Frame>

## 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 **Cube Cloud** button in
the **Home** ribbon. Then, click **Sign in**.

<Frame>
  <img src="https://ucarecdn.com/bdf82477-02d3-4686-9c8f-8d6384c3e7f3/" />
</Frame>

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

## Create reports via pivot table

To create a report, go to the add-in menu and click **Create report via pivot
table**. 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].

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

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

<Frame>
  <img src="https://ucarecdn.com/670fda9d-358a-4345-9242-7888d8aaedd8/" />
</Frame>

Use **Order** and **Filters** 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 **Result location**.

<Frame>
  <img src="https://ucarecdn.com/4c3af7b9-4ef6-4f7f-8d0f-6d579609482e/" />
</Frame>

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 **Save**.

## Work with saved reports

Go to the add-in menu and click **View saved reports** to see a list of
reports.

Click **Refresh** to manually refresh the data in the report's location.
Click **Edit** to chnage the query or the location.

<Frame>
  <img src="https://ucarecdn.com/167abe25-635c-4fa6-b4a2-c090aa533f3c/" />
</Frame>

You can also manage saved reports in the **[Saved Reports][ref-saved-reports]** page
in Cube Cloud.

[ref-excel]: /admin/connect-to-data/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]: /docs/explore-analyze/playground

[ref-views]: /docs/data-modeling/views

[ref-pre-aggs]: /docs/pre-aggregations/using-pre-aggregations

[ref-sql-api-enabled]: /reference/core-data-apis/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]: /docs/workspace/saved-reports