Tom S
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Recent activity by Tom S-
Setting Up Trusted Locations for Diligent Excel Files
Excel blocks external data connections by default to protect you from security risks. When you open Diligent files, you may see warnings that prevent your data from loading properly. Setting up a T...
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Diligent Access and Setup Guide
To use Diligent effectively, you’ll need to log in with your Microsoft 365 account and install the Excel Add-in, which connects Excel directly to your cubes. This article guides you through access ...
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Cube Management: Create Calculations and Measures
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...
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Creating a New Project in Diligent
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...
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Errors When Opening New or Recently Shared Diligent Files
If you receive a Diligent Excel cube file and run into errors when trying to refresh it, the issue is usually that Excel doesn’t yet recognize the file as trusted. The quickest way to fix this is t...
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Optimize Excel for EBM Cubes: Performance Best Practices
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...
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Excel Data Cube Overview
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...
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Using Diligent on a Mac
Diligent works best in a Microsoft Windows environment. While you can access the website from a Mac, certain features — especially those tied to Excel cubes and Microsoft integrations — require Win...
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Modifying and Formatting Data Cubes in Excel
Before building new analyses or editing an existing workbook, it’s important to understand how Diligent data cubes connect to Excel. This article explains how to access cubes, create new ones, and ...
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Excel Shortcuts and Formulas Reference Guide
This reference guide provides essential keyboard shortcuts and formulas to streamline your Excel workflow. Whether you're navigating large datasets, formatting cells, or building complex formulas,...