Onboarding
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Introducing the Catalyst Resource Center
Over the coming weeks and into September 2025, Catalyst will begin...
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ERP System Migration – What You Need to Know
At EBM, we understand that migrating to a new ERP system is a sign...
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Installing the EBM Excel Add-In
The EBM Excel Add-In is required to connect Catalyst data to Excel ...
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Logging In and Getting Started with Catalyst
Welcome to Catalyst by EBM. This guide walks you through the essent...
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Connecting to Catalyst Data in Excel
With the EBM Excel Add-In installed, you're ready to connect to Cat...
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Troubleshooting the EBM Excel Add-in
Encountering issues with the EBM Excel Add-In? This guide provides ...
Administration
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How to set up a new fiscal or calendar year
If your organization uses a unique fiscal calendar (anything other ...
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Actuals Thru and Dependent Scenarios
This article provides insights into the practical aspects of "Dep...
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Adding a level to an existing hierarchy
Is it OK to add levels to an existing hierarchy? The short answer ...
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Adding a New Company in Catalyst
As your organization evolves, through mergers, acquisitions, or ann...
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Configuring Beginning Balance and Retained Earnings
Properly managing beginning balances and retained earnings is cru...
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Configuring prior year net income roll forward
In this article, we will discuss how to ensure that your beginning...
User Management
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Can I Change Another User’s Password?
NOTE: Catalyst now uses Microsoft Single Sign-On (SSO) for authenti...
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Catalyst Business Owners and Unassigned Account Notifications
In Catalyst, keeping account hierarchies accurate is critical for r...
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How do I reset or change my password?
NOTE: Passwords are no longer managed by EBM Software or within th...
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How to Add and Set Up New Users in Catalyst
Adding new users to Catalyst is the first step in getting your team...
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How to restrict access to your hierarchies
Ensuring that your data remains secure and accessible only to the ...
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Manage Users with Groups in Catalyst
Groups in Catalyst allow you to manage access and permissions at sc...
Getting Started
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How to Avoid Common Catalyst, Excel, and Data Issues
This guide outlines frequent actions and changes that can disrupt d...
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Your Catalyst Quick Start Guide
Welcome to Catalyst! This guide walks you through the essential fea...
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How do I submit a question to EBM Support?
To submit a ticket you must fill out the new request form. ...
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How Do I Save My Password in Catalyst Cube Files?
With the transition to Microsoft Single Sign-On (SSO) and the retir...
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How do I add a new hierarchy?
For a detailed tutorial on adding, managing, and understanding Hier...
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How to sort hierarchies in Catalyst?
Navigating and managing hierarchies efficiently is crucial for an...
General
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Catalyst Glossary
This glossary gives users a comprehensive list of terms, concepts,...
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Account Mapping
In the realm of accounting and data management, the "mapping of ac...
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Excel Shortcuts and Formulas
EBM Commonly Used Shortcut Keys      Action Keystroke...
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Mapping Unassigned Accounts in Catalyst
Catalyst integrates closely with your ERP(s) to deliver accurate re...
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Trouble Changing Your Password
Having trouble changing your password and seeing a “request failed”...
Cube Management
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Cube Configuration: Comprehensive Guide
Cube Configuration is a powerful feature that enhances how you int...
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Optimize Excel for EBM Cubes: Performance Best Practices
Excel files connected to EBM cubes can become slow, unstable, or pr...
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Setting Up Trusted Locations for EBM Excel Files
Excel blocks external data connections by default to protect you fr...
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Cube Accessibility
Options to connect to Cubes In order of most-secure, to least-secur...
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Cube Overview
A cube-connected workbook is just an Excel file with a live connect...
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Cube Troubleshooting
You may encounter a myriad of error messages when using Microsoft E...
Data Management
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Query Builder - New Experience Coming Soon
A redesigned Query Builder is coming to Catalyst — rebuilt from the...
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Query Builder: Extract and Export Catalyst Data
Query Builder is Catalyst's data extraction tool — letting you sort...
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How to Troubleshoot Your Integration Runtime (IR)
If your Microsoft Integration Runtime (IR) is offline, disconnected...
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Setting Up a Distribution List for Catalyst Alerts
To make sure your team receives Catalyst system notifications and i...
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Server Migration Checklist: What You Need to Know
Server changes, upgrades, or migrations are common occurrences in...
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Troubleshooting Connection Issues with your Data Feed on Azure Blob Storage SFTP
If you're experiencing connection issues with the your data feed f...
Planning
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Updating Prior Year Rates in Catalyst
In this article, you'll learn how to efficiently handle prior yea...
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Troubleshooting quantity and gross sales upload errors
If you've encountered an error message when attempting to upload q...
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Financial Planning
This article contains the following topics:Â Overview Basics Navig...
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Profitability Planning
Catalyst has robust planning tools that allow you to streamline you...
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File Upload Center
The File Upload Center is your hub for uploading any file that cont...
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Profitability to Financial Mapping
In Planning, you may want to automatically feed amounts from a prof...
Reporting & BI
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Introduction to Power BI for Catalyst
Power BI is Microsoft's business intelligence platform that transfo...
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Complete Guide to Power BI for Catalyst
This comprehensive guide covers the complete Power BI integration w...
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Access & Connect to Your EBM Power BI Workspace
Catalyst uses an EBM-managed Power BI semantic model so your dashb...
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Building Reports in Power BI with Catalyst Data
Once connected to the EBM semantic model (dataset), you can build v...
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Publishing Reports to the EBM Workspace
After building and testing your Power BI report, the next step is p...
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Embedding Power BI Reports in Catalyst
After publishing your Power BI report to the EBM workspace, the fin...
Smartload
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What is Smartload
Smartload is EBM's powerful data management engine that transforms ...
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Getting Started with Smartload
This guide will help you access Smartload, navigate its interface, ...
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Creating and Managing Fact Tables
Fact tables are the heart of your Smartload cube—they contain the q...
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Creating and Managing Attribute Tables
Attribute tables add dimensional context to your fact data—the "who...
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Relationships and Data Modeling
Relationships connect your fact tables to attribute tables, enablin...
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Working with DAX
DAX (Data Analysis Expressions) is the formula language used in Sma...
Troubleshooting
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Automation, UserForm, Analysis Services, VBA Errors
Error message: UserForm_Initialize - - 2147467259 Automation error ...
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Blank Excel Ribbon
Error message: No error message. In Excel, the ribbon at the top wi...
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Cancelled by User Error
Error message: Operation cancelled by user. Error when attempting t...
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Class Not Registered
Error message: UserForm_Initialize -- xxx Class not registered. Err...
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Connection Cannot Be Made
Error message: Either a connection cannot be made to the server or ...
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Cube Filters Locked and Won't Refresh - Microsoft Office Update
Updated as of 12/13/21. Microsoft has pushed out an update that sho...
Announcements
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Holiday Hours & Summer Support Schedule
To help you plan ahead, here's an overview of EBM's holiday closure...
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Microsoft Maintenance Impacting Cubes and Power BI (March 8-9, 2025)
Microsoft is performing scheduled maintenance on Azure Analysis Se...
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Resolved: System Outage on 2/12/25
Impact Summary Between 2:00 AM CT and 5:30 AM CT on February 12, 20...
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Resolved: Azure Analysis Services Performance Issues 1/24/25
Update: As of 1/27/25, Microsoft has announced that this is resolv...
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How to Enable the Perspectives Feature in Catalyst
The Perspectives feature in Catalyst® by EBM helps streamline repo...
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EBM Flex Support
As of August 1, 2024, EBM updated its Support program to better de...
System Updates
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Release Notes – 2026.06.2
Release Version: 2026.06.2Release Date: 2026.06.26OverviewThis rele...
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Release Notes – 2026.06.1
Release Version: 2026.06.1Release Date: 2026.06.12 Overview This ...
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Release Notes – 2026.05.2
Release Version: 2026.05.2Release Date: 2026.05.29OverviewThis rele...
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Release Notes – 2026.05.1
Release Version: 2026.05.1Release Date: 2026.05.15OverviewThis rele...
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Release Notes – 2026.04.2
Release Version: 2026.04.2Release Date: 2026.05.01OverviewThis rele...
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Resolved: Embedded Power BI Reports Not Loading Due to Authentication Issue (April 22, 2026)
Date: April 22, 2026Status: ResolvedOverviewEarlier today, users ex...