Tom S

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...

This article introduces Diligent at a high level. Before diving into steps like creating projects or building cubes, it’s important to understand what the platform is designed for and why it matter...

The Excel Add-In is required to access Diligent data in Excel. This modern add-in replaces legacy .xlsm files with secure, cloud-connected .xlsx workbooks that refresh automatically and integrate s...

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...

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...

This article provides a tour of the Diligent interface and its main sections. The homepage serves as your hub for managing projects, cubes, and related data. OverviewDiligent is a financial and tra...

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...

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 ...

Encountering issues with the Excel Add-In? This guide provides solutions for common problems including add-in visibility, authentication loops, connection failures, and performance issues. Whether ...

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...