Excel and Troubleshooting

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 seamlessly with Power BI. This guide covers system requirements, installation steps, and verification...

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 authentication, and refresh data to ensure you're always working with current information. 🔗 ...

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 the add-in is disabled, files are missing, or data won't refresh, you'll find step-by-step troublesh...

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 Trusted Location tells Excel these files are safe—eliminating warnings and ensuring your data connect...

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 to save it before refreshing. If AutoSave is turned on, this step often happens automatically. For a ...

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 limitations are, and exactly how to build high-performance workbooks that load quickly and remain stabl...

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 Windows. This article explains why, and how to set up your Mac to work with Catalyst. Access on a Mac v...

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, these tools will help you work more efficiently and reduce reliance on mouse-based navigation.   E...