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XLCubed

XLCubed

Overview

What is XLCubed?

XLCubed optimises Excel for data-connected reporting and analytics, and provides a governed web and mobile sharing model. It connects Excel directly to corporate data and adds a wide range of reporting, visualisation and analytical capabilities. Designed so that users can…

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Recent Reviews

TrustRadius Insights

XLCubed is a versatile tool that empowers users to build and manage their own reports, promoting transparency and reducing the risk of …
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Flexible and powerful!

9 out of 10
May 06, 2022
We use XLCubed for the analysis and reporting of our consolidated group financials. The reports are developed and maintained in the …
Continue reading
Read all reviews

Popular Features

View all 19 features
  • Drill-down analysis (5)
    9.1
    91%
  • Customizable dashboards (5)
    8.6
    86%
  • Pixel Perfect reports (5)
    8.4
    84%
  • Report Formatting Templates (5)
    8.1
    81%
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Pricing

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N/A
Unavailable

What is XLCubed?

XLCubed optimises Excel for data-connected reporting and analytics, and provides a governed web and mobile sharing model. It connects Excel directly to corporate data and adds a wide range of reporting, visualisation and analytical capabilities. Designed so that users can leverage their…

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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Roambi was a cloud-based solution designed specifically for mobile data consumers, used to create touch-based data visualizations. It was acquired by SAP in 2016 for the SAP Analytics portfolio, and has since been discontinued as a standalone product.

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Product Demos

XLCubed Product Demo

YouTube

XLCubed Demo

YouTube
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Features

BI Standard Reporting

Standard reporting means pre-built or canned reports available to users without having to create them.

8.4
Avg 8.2

Ad-hoc Reporting

Ad-Hoc Reports are reports built by the user to meet highly specific requirements.

8.8
Avg 8.1

Report Output and Scheduling

Ability to schedule and manager report output.

8.2
Avg 8.4

Data Discovery and Visualization

Data Discovery and Visualization is the analysis of multiple data sources in a search for patterns and outliers and the ability to represent the data visually.

7
Avg 8.1

Access Control and Security

Access control means being able to determine who has access to which data.

8.9
Avg 8.6

Mobile Capabilities

Support for mobile devices like smartphones and tablets.

8
Avg 8.0
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Product Details

What is XLCubed?

XLCubed optimises Excel for data-connected reporting and analytics, and provides a governed web and mobile sharing model. It connects Excel directly to corporate data and adds a wide range of reporting, visualisation and analytical capabilities. Designed so that users can leverage their existing skills to become more productive.

XLCubed's total control over layout and formatting, user calculations and finance-focused IBCS-certified charting make it an ideal tool for financial reporting.

XLCubed Features

BI Platform Features

  • Supported: Administration via Windows App
  • Supported: Administration via Web Interface
  • Supported: Live Connection to External Data
  • Supported: OLAP (Pre-processed cube representation)
  • Supported: ROLAP (SQL-layer querying)
  • Supported: Multi-Data Source Reporting (Blending)

Supported Data Sources Features

  • Supported: MS Excel Workbooks
  • Supported: Text Files (CSV, etc)
  • Supported: Oracle
  • Supported: MS SQL Server
  • Supported: Postgres
  • Supported: MySQL
  • Supported: ODBC
  • Supported: HP Vertica
  • Supported: SAP Hana
  • Supported: Teradata

BI Standard Reporting Features

  • Supported: Pixel Perfect reports
  • Supported: Customizable dashboards
  • Supported: Report Formatting Templates

Ad-hoc Reporting Features

  • Supported: Drill-down analysis
  • Supported: Formatting capabilities
  • Supported: Report sharing and collaboration

Report Output and Scheduling Features

  • Supported: Publish to Web
  • Supported: Publish to PDF
  • Supported: Output Raw Supporting Data
  • Supported: Report Versioning
  • Supported: Report Delivery Scheduling

Data Discovery and Visualization Features

  • Supported: Pre-built visualization formats (heatmaps, scatter plots etc.)
  • Supported: Location Analytics / Geographic Visualization

Access Control and Security Features

  • Supported: Multi-User Support (named login)
  • Supported: Role-Based Security Model
  • Supported: Multiple Access Permission Levels (Create, Read, Delete)
  • Supported: Report-Level Access Control
  • Supported: Field-Level Access Control (BI-layer)
  • Supported: Single Sign-On (SSO)

Mobile Capabilities Features

  • Supported: Responsive Design for Web Access
  • Supported: Mobile Application
  • Supported: Dashboard / Report / Visualization Interactivity on Mobile

Application Program Interfaces (APIs) / Embedding Features

  • Supported: Javascript API
  • Supported: iFrames

XLCubed Screenshots

Screenshot of Global Sales dashboard in data connected ExcelScreenshot of IBCS charts built with XLCubedScreenshot of Template Table dashboard. Template tables allow you to easily add predefined tables that have useful metrics and formatting built into them. These can be used directly or further customised for your specific needs.Screenshot of Chart variance template table. The table has pre built charts and formatting that updates with your data.Screenshot of Web dashboard. A excel report published to web for easy sharing

XLCubed Technical Details

Deployment TypesOn-premise, Software as a Service (SaaS), Cloud, or Web-Based
Operating SystemsWindows
Mobile ApplicationApple iOS, Android
Supported CountriesGlobal
Supported LanguagesEnglish, Russian, Spanish, German, Portuguese, French, Chinese, Dutch

Frequently Asked Questions

Pyramid Analytics, IBM Planning Analytics, and Microsoft Power BI are common alternatives for XLCubed.

Reviewers rate Drill-down analysis and Publish to Web highest, with a score of 9.1.

The most common users of XLCubed are from Small Businesses (1-50 employees).
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Comparisons

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Reviews and Ratings

(5)

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

XLCubed is a versatile tool that empowers users to build and manage their own reports, promoting transparency and reducing the risk of relying on outdated Excel workbooks. With XLCubed, users can create standardized reporting, dashboarding, and planning solutions, streamlining their reporting processes.

The integration with Microsoft Dynamics Business Central/NAV is particularly valuable for finance departments, as it enables them to generate financial statements and inventory data reports directly from the system. Accessing these reports through a web browser ensures timely and accurate information, with the added benefit of security filtering by dimension. Additionally, XLCubed helps declutter TM1 installations and provides cloud-enabled reporting that is seamlessly connected to TM1.

The software offers a range of features tailored to the needs of controllers, including cell level text input, audit trails, scenarios, IBCS graphs, and ad-hoc analysis. This functionality facilitates dynamic reporting, deep-diving into data, drill-through capabilities, and ad-hoc analysis. The ease of use and integration with Excel further enhance its capabilities by leveraging Excel functionalities and connecting to various data sources.

Furthermore, XLCubed serves as a valuable tool for creating balance sheet and profit and loss reports. It also excels in exceptional reporting for customers. Finance departments benefit from XLCubed's ability to provide consolidated group financial reporting, support ad-hoc analysis, and simplify the creation of dashboards. By offering users the ability to build their own reports, XLCubed promotes the concept of a single source of truth while replacing multiple Excel workbooks.

Intuitive and User-Friendly: Users have consistently praised XLCubed for its intuitive nature, with many stating that it is easy to navigate and use. Several reviewers have highlighted how the tool's user-friendly interface allows them to create their own reports effortlessly without requiring extensive training or technical expertise.

Seamless Integration with Excel: Many users appreciate how seamlessly XLCubed integrates with Excel, enabling them to leverage their existing Excel skills and transfer their knowledge directly to XLCubed. This integration eliminates the need for users to learn a new software platform, making it easier for them to adopt and incorporate XLCubed into their workflow.

Responsive Customer Support: The customer support provided by XLCubed has received high praise from users who report receiving fast and effective assistance. Reviewers have expressed satisfaction with the responsiveness of the support team, highlighting that they receive prompt answers to their questions and problems.

Cons:

  1. Overwhelming number of settings: Some users have found the sheer number of settings in the software to be overwhelming and time-consuming. They suggest that highlighting the most important settings would be helpful for casual users.
  2. Limited customization options: Users have expressed concerns about limitations in customization, such as the inability to customize error handling and the default date dimension being set to today. This may restrict flexibility for certain users.
  3. Complex user interface management: Several users have highlighted the need for better front-end interface management of custom SQL connections and table generation/editing. The current process seems confusing and could benefit from simplification or improved usability features.

Attribute Ratings

Reviews

(1-5 of 5)
Companies can't remove reviews or game the system. Here's why
Score 10 out of 10
Vetted Review
Verified User
XLCubed Client is distributed to our Analysts, Accountants, and Asset Managers. The ability for users to build and own their reports has helped to push the concept of a single source of truth, replacing information housed in multiple Excel workbooks. Now users can query the cubes thru XLCubed for that source of truth, reducing the risk of a user working from outdated Excel workbooks.
  • XLCubed's design grid is very intuitive, allowing our users to begin building their queries right away.
  • XLCubed's recent v10 release includes very effective and attractive small multiple charts. And, since these are connected directly to live data, no time is wasted in copying and pasting data into Excel.
  • XLCubed's web platform allows us to publish data to our third parties in an effective and rapid manner.
  • We are looking forward to there being training resources for U.S. customers, i.e., online classes, certifications, etc.
We have found that because XLCubed is an Excel add-in that allows for a direct connection to the live data in our cubes, our Excel users feel empowered by the ability to create their own reports for Analysis and presentation. And, because XLCubed is intuitive, the learning curve is short.
BI Platform
N/A
N/A
Supported Data Sources
N/A
N/A
BI Standard Reporting (3)
100%
10.0
Pixel Perfect reports
100%
10.0
Customizable dashboards
100%
10.0
Report Formatting Templates
100%
10.0
Ad-hoc Reporting (3)
100%
10.0
Drill-down analysis
100%
10.0
Formatting capabilities
100%
10.0
Report sharing and collaboration
100%
10.0
Report Output and Scheduling (4)
50%
5.0
Publish to Web
100%
10.0
Publish to PDF
N/A
N/A
Report Versioning
N/A
N/A
Report Delivery Scheduling
100%
10.0
Data Discovery and Visualization (2)
80%
8.0
Pre-built visualization formats (heatmaps, scatter plots etc.)
80%
8.0
Location Analytics / Geographic Visualization
80%
8.0
Access Control and Security (4)
100%
10.0
Multi-User Support (named login)
100%
10.0
Role-Based Security Model
100%
10.0
Multiple Access Permission Levels (Create, Read, Delete)
100%
10.0
Single Sign-On (SSO)
100%
10.0
Mobile Capabilities (3)
33.333333333333336%
3.3
Responsive Design for Web Access
100%
10.0
Mobile Application
N/A
N/A
Dashboard / Report / Visualization Interactivity on Mobile
N/A
N/A
Application Program Interfaces (APIs) / Embedding (2)
N/A
N/A
Javascript API
N/A
N/A
iFrames
N/A
N/A
  • The ability for users to build and own their reports has helped to push the concept of a single source of truth, replacing information housed in multiple Excel workbooks. Now users can query the cubes thru XLCubed for that source of truth, reducing the risk of a user working from outdated Excel workbooks.
XLCubed has both graphic capability and tailored report capability, ie., balance sheet, income statement, etc. Both are easily created since the platform is Excel. This is powerful since many of our accountants need the flexibility of being able to work around the data with additional Excel formulas, etc. This is not easy or even possible in most other tools (Tableau, Microsoft Power BI, or Dundas).
Unlike other tools that I have used for Business Intelligence, XLCubed gives me the flexibility to add data notes, etc., without having to embed this information in a table format. Plus, the learning curve is very short since the application is very intuitive if you are an Excel user.
The XLCubed support team is phenomenal. I cannot recall a time where my question was not answered within a 24 hour time period.
Score 9 out of 10
Vetted Review
Verified User
We use XLCubed for the analysis and reporting of our consolidated group financials. The reports are developed and maintained in the finance department. The IT department is responsible for operating the IT infrastructure and interfaces. In addition to standard reporting, XLCubed is also used for ad-hoc analyses and the creation of dashboards.
  • Good and flexible Excel bases UI for report creation.
  • Simple and easy to use web interface for report consumption.
  • Very good online help for newbies and power user.
  • Error messages are not easy to understand for fincance people.
  • Error handling (in case of missing user rights...) can't be customized.
  • iOS App for report consumption should be replaced by pure HTML solution.
XLCubed plays to its strengths when it comes to financial data and when high agility and flexibility are required.
BI Platform
N/A
N/A
Supported Data Sources
N/A
N/A
BI Standard Reporting (3)
80%
8.0
Pixel Perfect reports
90%
9.0
Customizable dashboards
80%
8.0
Report Formatting Templates
70%
7.0
Ad-hoc Reporting (3)
90%
9.0
Drill-down analysis
100%
10.0
Formatting capabilities
80%
8.0
Report sharing and collaboration
90%
9.0
Report Output and Scheduling (3)
100%
10.0
Publish to Web
100%
10.0
Publish to PDF
100%
10.0
Report Versioning
100%
10.0
Data Discovery and Visualization (2)
55%
5.5
Pre-built visualization formats (heatmaps, scatter plots etc.)
80%
8.0
Location Analytics / Geographic Visualization
30%
3.0
Access Control and Security (4)
100%
10.0
Multi-User Support (named login)
100%
10.0
Role-Based Security Model
100%
10.0
Multiple Access Permission Levels (Create, Read, Delete)
100%
10.0
Single Sign-On (SSO)
100%
10.0
Mobile Capabilities (3)
83.33333333333334%
8.3
Responsive Design for Web Access
100%
10.0
Mobile Application
70%
7.0
Dashboard / Report / Visualization Interactivity on Mobile
80%
8.0
Application Program Interfaces (APIs) / Embedding
N/A
N/A
  • Easy to learn for new users.
  • Quick adoption.
  • Pure data connected reporting.
I am happy with the usability. There is always some room for improvement
They do a very good job!
Nurol Arslan | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
ResellerIncentivized
We use it to create a Balance Sheet Report and a Profit and Loss Report. Also to set up exceptional reporting for our customers. The ease of use is awesome. The integration within Excel allows using all the excel functionalities and more. There is almost a connection type for every data source you can imagine.
  • Breakouts
  • Grid Calculations
  • View Ports
  • Visuals
  • Formatting Options
  • Interactivity
  • Web Logging and Auditing
  • Promoting special features "how to"
If you want to create a report like a Balance Sheet or a Profit and Loss Statement, Commenting is amazing, Publishing very easy, and the price is unbeatable. I would like to have more tutorials in case of how to use certain features in a better way. But overall for me the best reporting tool ever.
BI Platform
N/A
N/A
Supported Data Sources
N/A
N/A
BI Standard Reporting (3)
100%
10.0
Pixel Perfect reports
100%
10.0
Customizable dashboards
100%
10.0
Report Formatting Templates
100%
10.0
Ad-hoc Reporting (3)
100%
10.0
Drill-down analysis
100%
10.0
Formatting capabilities
100%
10.0
Report sharing and collaboration
100%
10.0
Report Output and Scheduling (4)
80%
8.0
Publish to Web
100%
10.0
Publish to PDF
100%
10.0
Report Versioning
50%
5.0
Report Delivery Scheduling
70%
7.0
Data Discovery and Visualization (2)
90%
9.0
Pre-built visualization formats (heatmaps, scatter plots etc.)
100%
10.0
Location Analytics / Geographic Visualization
80%
8.0
Access Control and Security (4)
100%
10.0
Multi-User Support (named login)
100%
10.0
Role-Based Security Model
100%
10.0
Multiple Access Permission Levels (Create, Read, Delete)
100%
10.0
Single Sign-On (SSO)
100%
10.0
Mobile Capabilities (3)
80%
8.0
Responsive Design for Web Access
80%
8.0
Mobile Application
80%
8.0
Dashboard / Report / Visualization Interactivity on Mobile
80%
8.0
Application Program Interfaces (APIs) / Embedding (2)
N/A
N/A
Javascript API
N/A
N/A
iFrames
N/A
N/A
  • Consolidated 88 Reports to 9
  • Enabled 800 Users access to the reports (Access and distribution).
  • Enabled the switch from actively providing reports to users to actively getting the report themselves.
Ease of use, Price, User Acceptance
Ease of use, price, Excel integration,
Every time that I address the support I get help the same day including a solution or a workaround.
Not necessary.
Yes
It was resolved in the next release.
Every time.
  • Breakout
  • Calculations
  • Visuals
  • Map
  • Waterfall charts
  • MDX feature
Yes
Actually very good.
Score 10 out of 10
Vetted Review
Reseller
The solution is integrated with Microsoft Dynamics Business Central/NAV. This allows reporting across 2 key areas. 1. General Ledger for financial statements 2. Inventory, which allows reporting of sales by item, category, salesperson, customer... inventory balances The solution is deployed via a web browser with security filtering by dimension. This allows users at branches around Australia to access timely an accurate reports - showing just the data they are allowed to view
  • Easy to install
  • Easy to create and maintain reports
  • Easy to publish a report to the web portal
  • Support all recent versions of MS Excel
  • Excellent support and YouTube videos
  • Managing custom SQL connections
  • The way tables are generated and edited
  • Standard option to get Last Cube update
  • Default Date dimension selected to be today
I have found XLCubed to be well suited to most organisation sizes. While we implement against Microsoft Dynamics we have also successfully used XLCubed against all types of data. This includes hospitals, manufactures, distributors and financial services providers. Is not well suited to "live" reports.
BI Platform
N/A
N/A
Supported Data Sources
N/A
N/A
BI Standard Reporting (3)
90%
9.0
Pixel Perfect reports
90%
9.0
Customizable dashboards
100%
10.0
Report Formatting Templates
80%
8.0
Ad-hoc Reporting (3)
96.66666666666666%
9.7
Drill-down analysis
100%
10.0
Formatting capabilities
100%
10.0
Report sharing and collaboration
90%
9.0
Report Output and Scheduling (3)
100%
10.0
Publish to Web
100%
10.0
Publish to PDF
100%
10.0
Report Delivery Scheduling
100%
10.0
Data Discovery and Visualization (2)
85%
8.5
Pre-built visualization formats (heatmaps, scatter plots etc.)
90%
9.0
Location Analytics / Geographic Visualization
80%
8.0
Access Control and Security (4)
100%
10.0
Multi-User Support (named login)
100%
10.0
Role-Based Security Model
100%
10.0
Multiple Access Permission Levels (Create, Read, Delete)
100%
10.0
Single Sign-On (SSO)
100%
10.0
Mobile Capabilities (3)
100%
10.0
Responsive Design for Web Access
100%
10.0
Mobile Application
100%
10.0
Dashboard / Report / Visualization Interactivity on Mobile
100%
10.0
Application Program Interfaces (APIs) / Embedding
N/A
N/A
  • Answer users questions - so saves accounts answering them
  • Promotes transparency across the organisation
  • Timely reporting
XLCubed is easy to setup and use. With Cognos you need a university degree to setup the product.
I have used many other BI tools. Most promise a lot but are too expensive or don't deliver. I have found XLCubed easy to deploy, roll out and use.
We don't have many support issues as we have implemented many sites. While the support is based in the UK we have always received a timely response to any question.
Stefan Jakob | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Reseller
We mainly use it for dual-reporting. Whilst we cannot address all needs of our report consumers with one tool, we evaluated many tools on the market. Finally, we are going with Power BI for top management reports and XLCubed to enable the controller and also for adhoc analysis.
  • Adhoc analysis
  • Connecting to all data sources
  • Dynamic reports
  • Drill through functionality
  • Front-end interface
XLCubed is great if you already are doing some reporting in Excel and you have some skills already in this area. Then you can use all your knowhow to create dynamic reports within XLCubed super easily and get the most out of it.
BI Platform
N/A
N/A
Supported Data Sources
N/A
N/A
BI Standard Reporting (3)
86.66666666666666%
8.7
Pixel Perfect reports
80%
8.0
Customizable dashboards
90%
9.0
Report Formatting Templates
90%
9.0
Ad-hoc Reporting (3)
93.33333333333334%
9.3
Drill-down analysis
100%
10.0
Formatting capabilities
90%
9.0
Report sharing and collaboration
90%
9.0
Report Output and Scheduling (4)
87.5%
8.8
Publish to Web
100%
10.0
Publish to PDF
80%
8.0
Report Versioning
80%
8.0
Report Delivery Scheduling
90%
9.0
Data Discovery and Visualization (2)
75%
7.5
Pre-built visualization formats (heatmaps, scatter plots etc.)
80%
8.0
Location Analytics / Geographic Visualization
70%
7.0
Access Control and Security (4)
87.5%
8.8
Multi-User Support (named login)
80%
8.0
Role-Based Security Model
90%
9.0
Multiple Access Permission Levels (Create, Read, Delete)
90%
9.0
Single Sign-On (SSO)
90%
9.0
Mobile Capabilities (3)
56.66666666666667%
5.7
Responsive Design for Web Access
80%
8.0
Mobile Application
N/A
N/A
Dashboard / Report / Visualization Interactivity on Mobile
90%
9.0
Application Program Interfaces (APIs) / Embedding (2)
N/A
N/A
Javascript API
N/A
N/A
iFrames
N/A
N/A
  • Improved our turnover due to happy customers
XLCubed is much easier to learn, especially for controllers as they can use their existing Excel skills.
It addresses all mine and my customer's needs to get the reporting in Excel on the next level. The implementation is super easy, we can connect to all our data sources, create dynamic reports and publish them directly to the web.
The support team is always available and I get my mails answered usually within one hour. That is amazing.
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