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Analytics: Business Intelligence Cube

Dan Belfield
  • Updated

Contents

 

Installing The Business Intelligence Cube

 

Prerequisites

To use the Cube, you must have the following

  • The Username and Password for your companies Cube access (please ask your head office or us if you are not sure).
  • A PC running Windows 7 or above.
  • Microsoft Excel 2007 or above.
  • Port 2383 INBOUND open (please confirm with your IT if you are not sure)

The BI Cube does not work on Apple Mac devices, although you could use Parallels.

 

1. Accessing Control Panel

Two credentials are required for your PC to access the Cube.

These are simple to add and can be done via the Control Panel on your PC.

To access control panel, you will need to do the following.

 

In the Search Box in your taskbar, search for control panel, then select Control Panel.

OR

Open the Start Menu, then type "control panel", then select Control Panel.

 

2. Adding The Credentials

Now you're on Control Panel, please follow the below instructions.

  1. Select "User Accounts"
    1. If you cannot see it, consider changing View By to Category.
      mceclip0.png
    2. Click on  "Manage Windows Credentials"
      mceclip1.png
    3. If you press on Credential Manager, you can still access Windows Credentials by clicking here.
      mceclip0.png

    4. Click "Add a Windows Credential" 
    5. Username will start with either Centegra\ OR if US based, CentegraPlusUSD\
    6. Fill in one for bi.centegra.co.uk and another for bi.tillinabox.co.uk

      Click Ok after entering the information

      mceclip0.png
      mceclip2.png

Optional - Creating a New Cube Enabled Sheet

To add the Cube to a new spreadsheet, do the following. 

  1. Open Excel
  2. Click DATA
  3. Click "Get Data"
  4. Select "From Database" -> "From Analysis Services"
  5. The server name is "bi.tillinabox.co.uk"
    mceclip3.png
  6. Press Next
    1. If you receive an error message, ensure you have entered the credentials correctly.
    2. If it still isn't working, please submit a support request.
  7. If you have access to multiple Cubes, select the one you would like to add to the sheet, or press Next.
  8. Press Finish on the last page.
  9. Select where you would like the Pivot Table to go, then press OK
    mceclip4.png
  10. You now have access to the Cube

 

Optional - Testing With An Existing Cube Sheet

As you already have access to Cube, you can try refreshing the data.

Click "DATA", then REFRESH ALL

If you have configured the Cube correctly, your sheet will refresh.

 

 

Changing Business Intelligence Cube Credentials

If the credentials to access the Cube have been changed, you will need to update the password set on your desktop to continue accessing the configured Cube.

Microsoft’s security system does not allow for a username and password prompt. Therefore, you have to setup the username and password in a saved Windows Credential, so that the login is pre-configured.

For ease of support, we also provide a standard data connection library that also needs pre-configured Windows Credential. This means that there are two credentials that must be managed.

 

Changing Cube Credentials In Windows 10

We will need to change the saved "Windows Credentials" in Control Panel.

To access control panel, you will need to do the following.

 

In the Search Box in your taskbar, search for control panel, then select Control Panel.

OR

Open the Start Menu, then type "control panel", then select Control Panel.

 

Now you're on Control Panel, please follow the below instructions.

  1. Select "User Accounts"
    1. If you cannot see it, consider changing View By to Category.
      mceclip0.png
  2. Click on  "Manage Windows Credentials"
    mceclip1.png
    1. If you press on Credential Manager, you can still access Windows Credentials by clicking here.
      mceclip0.png
  3. On the page you are on, there will be two credentials that we will need to change
    1. bi.centegra.co.uk
    2. bi.tillinabox.co.uk
  4. Click the dropdown arrow next to each one of these credentials.
    mceclip2.png
  5. Click Edit
    1. You will now have a window similar to the below, but with one of the two domains above.
      mceclip3.png
    2. Enter the new password you have been provided.
    3. Click Save
    4. Repeat this for the other credential also. You must do this on both or you will not have access to the Cube.
  6. You have now updated your Cube credentials, please try refreshing the Cube.
    1. Open your Cube enabled spreadsheet
    2. Click Data on the top ribbon
    3. Click Refresh All
      mceclip1.png

If You Cannot Access The Cube Or The Refresh Fails

Please repeat all the above steps again, ensuring you are changing both credentials and are using the correct password.

If it still does not work, please contact us here.

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