Tom S

Excel files connected to EBM cubes can become slow, unstable, or prone to crashes when not properly optimized. This comprehensive guide explains why performance degrades, what Microsoft Excel's lim...

With the Excel Add-In installed, you're ready to connect to Diligent data. This guide explains how the add-in works, how to open and authenticate Diligent workbooks, configure multi-factor authenti...

Excel Data Cubes provide a live connection into your database or dataset, enabling you to consolidate, drill down, and analyze data from multiple perspectives. When combined with PivotTables, cubes...

Follow this guided video course to learn Diligent from the ground up. Begin with a quick overview, then move into access and setup, cube creation, data loading, configuration, and calculations. Eac...

After you’ve mapped and configured your data, you can enhance your cube by adding new measures. The Calculations tab gives you a way to define metrics that go beyond your raw fields, so they’re al...

Once you’ve loaded data into your cube and applied any necessary mappings, the next step is to configure how the data should behave. The Configuration tab tells Diligent how to interpret each fiel...

Use Mapping to connect your raw fact table to clean “lookup” tables like Item List or Customer List. You can upload a mapping file, generate one from your cube’s unique keys, or reuse a table that ...

Loading data is one of the most important steps in setting up your cube. Until data is brought into the system, your cube is just an empty structure. This guide covers the details of loading and ma...

Projects are the top-level container in Diligent. Once you’ve set up a project, the next step is to create and manage cubes. Think of cubes as the engine that powers your reporting — they take in r...

Projects are the foundation of Diligent. Think of them as the “containers” that hold your financial data, cubes, and reporting structures. Each project typically corresponds to a deal, portfolio co...