•   How do I create a Trusted Location in Excel?

    EBM Software applications require Excel to trust its connection to your Catalyst website. With recent Microsoft Security Hardening, Excel now requires you to create a trusted location for all EBM-connected files, otherwise we can't guarantee your files will work as expected.   If you encounter...

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  • Cube Accessibility

    Options to connect to Cubes In order of most-secure, to least-secure. 1. Macros VBA Office Bridge files use and allow Macros to run in Excel via the Microsoft Trust Center options. It is the default method for viewing and using Catalyst enabled cube files. These files end in the .xlsm file forma...

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  • Cube Overview

    How Often Does the Cube Update? The Cube draws data out of various systems on a scheduled basis. There is also an Administrative Tool that allows for the manual processing of the cube as needed. What is a Pivot Table? A pivot table is a data summarization tool that can automatically sort, count, ...

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  • Cube Troubleshooting

    You may encounter a myriad of error messages when using Microsoft Excel, but rest assured we've likely seen it before.  Many errors occur due to an issue with the cube attempting to open or refresh, so if the instructions in each link below do not resolve the issue, try restarting your computer a...

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  • Cube Updater

    Connection issues with Microsoft Office are sometimes inevitable but many errors can be resolved using the Catalyst Cube Updater, which is found at the bottom of the Analysis tab. Resetting the EBM Connection in your File If you encounter a Microsoft based error message while working in your EBMO...

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  • Data is missing or incorrect in your reports

    Sometimes you may run into issues when building or viewing reports connected to Catalyst that show incorrect, missing, negative, or doubled amounts. There are many reasons data may not appear in your Excel cube file, when you believe it should exist. Some of those reasons are highlighted below, a...

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  • Exporting and Uploading Data

    This article contains the following topics: Overview Data types Exporting and uploading steps Detailed tutorial   Overview Catalyst offers the ability for us to feed data from your ERP(s) into the application automatically through automated integrations, but we also allow you to manually load ...

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  • Fixing cube queries and connections

    When a file is reused, saved and shared, stored in a cloud service like Dropbox, SharePoint, or OneDrive, or if cube connections are pasted or copied, the file may become stale or unusable. Oftentimes a file can become usable after fixing its cube connections and queries.   This articles cont...

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  • How do I fix a stale, corrupt, or broken file?

    Optimizing Excel files is vital for avoiding common issues like file breakages or size limitations. Recognizing stale, corrupt, or degraded files involves identifying conditions such as extensive data rows, numerous external connections, and prolonged existence without updates. Best practices in...

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  • How to find a missing account in your Excel cube

    If you have an account that you know exists but cannot seem to locate it within your Excel cube, there's no need to worry. This guide will help you understand the possible reasons behind this issue and how to resolve it. Question "I have an account that I know exists, but I cannot see it in th...

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  • How to Refresh Cubes in Excel

    Refreshing cubes in Excel is essential to ensure that your data is up-to-date and accurate. Whether you prefer a streamlined approach through the EBM Office Bridge Ribbon, navigating the Data tab for Queries and Connections, or simply right-clicking into the pivot table, there are multiple ways...

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  • Macros and Security for Trusted Documents

    Note: Updated as of 6/1/22. For the change notes and full description on Microsoft.com follow this link. To skip to what you should do about it, click here. This article contains the following topics: What's changing with macros What these changes mean Who it impacts Who it doesn't impact What y...

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  • OLAP Overview

    Online Analytical Processing (OLAP) is a technology that is used to organize large business databases and support business intelligence. More simply, in Excel you can convert your EBM cube to OLAP formulas in order to format tables in a way that's more customized than a standard pivot table and c...

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  • Optimizing Large Excel Files for Improved Performance

    Large and complex Excel files can sometimes encounter performance issues due to inherent limitations within Microsoft Excel. This article aims to provide step-by-step guidance on optimizing such files for better performance and usability. This article contains the following topics: Common iss...

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