> ## Documentation Index
> Fetch the complete documentation index at: https://cubed3-claude-filter-params-date-injection-pm2qgo.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Cube for Excel

> Cube for Excel is the native Microsoft Excel add-in for Cube.

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-explorations-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
explorations via pivot table](#create-explorations-via-pivot-table) and work with
[explorations](#work-with-explorations).

<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 for Excel uses the SQL API internally. So, the SQL API has to be
[enabled][ref-sql-api-enabled] in the Cube deployment settings.

## Installation

You have to install Cube 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 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 for Excel to retrieve data from Cube.
To do so, open the sidebar by clicking on the **Cube** 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 explorations via pivot table

To create an exploration, open the add-in and click **Create exploration**.
Then, select a Cube 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 for Excel works only with [views][ref-views], not cubes.
</Info>

If the view defines [`default_ui_filters`][ref-default-ui-filters], those
filters are pre-populated as soon as you select the view — the same way they
are in workbooks. They are a starting point, not enforcement: you can change
their values, switch operators, or remove them.

Click on members to add them to **Rows** and **Measures**, or drag a member from
the list straight onto **Rows**, **Columns**, **Measures**, or **Filters**. You
can also drag members between zones to rearrange them, or click the funnel
buttons to add members to **Filters**. A member dropped onto **Filters** has no
value yet, so it appears greyed until you set one in the **Filters** pane.
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 exploration.

If you'd like to move the exploration 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 for Excel will update the exploration on
the sheet after a slight delay. If you'd like to minimize it, consider
implementing [pre-aggregations][ref-pre-aggs].

### Measure position and order

By default, measures nest under each value of the dimension they're paired
with — every measure for the first column value, then every measure for the
next. Open the **Display** tab to change **Measure position** to **Before
columns** to get the opposite layout: each measure spans every column value,
with all values of one measure together before moving to the next.

For example, with `Forecast Sales Units` and `Forecast Net Sales` on Measures
and a `season` dimension on Columns:

* **After columns** (default): `Q1: [Sales Units, Net Sales] | Q2: [Sales
  Units, Net Sales]`
* **Before columns**: `Sales Units: [Q1, Q2] | Net Sales: [Q1, Q2]`

The same choice applies when measures are placed on **Rows** instead (set
with **Measures on**, in the same tab) — there it's labeled **After rows** /
**Before rows**.

To change the order measures appear in within their group, drag them within
the **Measures** pane on the **Pivot** tab. Position and order are saved with
the exploration and survive **Refresh**.

When your exploration is ready, click **Save** to add it to your workspace. You
can then [work with the exploration](#work-with-explorations) from the add-in.
To discard an unsaved exploration instead, choose **Delete exploration** from
the editor's **⋮** menu.

## Work with explorations

Opening the add-in shows the current workbook's home: every exploration
placed in this workbook, grouped by sheet — a sheet isn't limited to one
placement — with each placement's range and how long ago it last refreshed.
A placement shows **Out of date** when its source exploration has been
edited since that copy was written to the sheet. Running an exploration
keeps its progress even if you close the pane before saving: it's listed
under its sheet with a **Not saved** label; if it has no sheet or anchor
yet, it appears under a top-level **Unsaved** heading instead. Reopening it
resumes exactly where you left off. The pane can also hold more than one
exploration open at once, switchable from a picker at the top.

Click **Browse all explorations** to search by name across your whole
deployment, not just the current folder — results are grouped by type and
show each item's folder location, and selecting one navigates you straight to
it.

An exploration can be placed more than once — on different sheets or at
different anchors in the same workbook, and in more than one document at
once (a Google Sheets spreadsheet and an Excel workbook simultaneously).
Hovering a row in this list shows every placement it has in the **current**
document under **Location** / **Locations**. Click **Refresh** to update all
of that exploration's placements in the current document at once; click its
title to open it and change the query, which applies to every placement.

**Refresh all**, at the top of the workbook home, refreshes every placement
in the document as a tracked run: a footer at the bottom of the pane tracks
overall progress (**N of M refreshed**) with a **Stop** button, while each
row shows **Queued**, **Refreshing…**, or **Not refreshed** with a reason if
it failed. The run keeps going if you navigate away and back; refreshes are
written one sheet at a time, so a workbook with many sheets refreshes
noticeably slower than a single placement.

If you've edited a placement's cells by hand since it last refreshed, a
banner names the affected rows and warns that the next **Refresh** will
overwrite them — its **Locate** button jumps straight to them.

A placement survives renaming the sheet it's on or the workbook it's in —
it's tracked by the sheet's and workbook's own stable ids, not by name. A
placement's anchor is a fixed cell reference, though, so it does **not**
survive rows or columns inserted above it: the visible data shifts down with
the insert, but the stored anchor doesn't move with it, so the next refresh
targets the wrong cell.

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

If an exploration has filters applied, an admin can turn on **Show applied filters
in reports** (Settings → Spreadsheet Add-ins) to make the filter state
visible on the sheet itself. When enabled, a summary of active filters is
added above the table, and filtered columns are marked "(filtered)" in
their header, both when the exploration is inserted and after **Refresh**.

Saved explorations also appear in the Cube workspace. See
[Saving explorations][ref-explorations] for details.

[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-default-ui-filters]: /reference/data-modeling/view#default_ui_filters

[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-explorations]: /docs/explore-analyze/explore#saving-explorations