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1 | TBI_UserInterface.zip\TBI_UserInterface\documents | TBI_Cube_wExcel.doc | Tue Nov 22 21:44:01 2016 UTC |
2 | TBI_UserInterface.zip\TBI_UserInterface\documents | TBI_Cube_wExcel.doc | Tue Nov 22 21:28:11 2016 UTC |
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1 | Connecting to & Usin g the TBI Cube with Microsoft Excel Pivo t Tables | |
2 | The follow ing is a s et of inst ructions w hich will walk you t hrough the process o f setting up a new d ata connec tion in Ex cel, conne cting to t he Analysi s Server, connecting to the TB I_Cube dat abase, to the TBI Cu be itself, and viewi ng its und erlying da ta. | |
3 | Setting up an Extern al Excel D ata Connec tion | |
4 | In order t o view the Cube data in Excel you must s etup a con nection to the cube within Exc el. The following 6 steps wi ll assist a user in setting up a connect ion to one of the th ree Analys is Servers that host the TBI C ube Analys is Service s database . | |
5 | Open Micro soft Excel 2010 | |
6 | Start – Al l Programs – Microso ft office – Microsof t Excel 20 10 | |
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8 | In Microso ft Excel, at the top of the sc reen, clic k on the “ Data” tab. | |
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10 | Click “Fro m Other So urces”, an d select “ From Analy sis Servic es” | |
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12 | Specific t he correct server na me & authe ntication type, and click Next . | |
13 | Analysis S erver Name s: | |
14 | Developmen t - D N
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15 | Pre-Produc tion – DN S
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16 | Production – DN S
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17 | Select “Us e Windows Authentica tion” –Thi s uses you r windows login cred entials to attempt t o connect to the dat a source, therefore, your user account m ust be par t of the c orrect Act ive Direct ory group which has access to each serve r. | |
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19 | ** If you run into a n error he re, your u ser may no t have acc ess to the Analysis Server; Pl ease conta ct Mike Ro lli ( PII ). | |
20 | Select the TBI_CubeV 6 database , and the TBI_Cube, and click Next. | |
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22 | ** If ther e are not any select able objec ts, or the TBI_Cube database i s not an a vailable c hoice, the cube may be in proc ess, or yo u may not have appro priate per missions. Please c ontact Mik e Rolli. | |
23 | At this po int you ca n click Fi nish, or s pecify a d ifferent s et of name s for savi ng your ne w data con nection fi le locally . | |
24 | ||
25 | Using the Newly Crea ted Connec tion | |
26 | After clic king finis h, the Exc el screen may take a few secon ds to refr esh, but s hould show you a piv ot table d esign scre en, along with the P ivot Table Field Lis t (shown b elow). * *These val ues will c hange as t he design of the cub e is refin ed and/or updated. | |
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28 | If the Piv ot table f ield list does not s how automa tically, y ou can cli ck the Fie ld list bu tton to sh ow or hide the field list. | |
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30 | You are no w ready to start sli cing & dic ing the av ailable da ta. At t he bottom of the Fie ld List, t here are 4 boxes whi ch assist in setting up your P ivot repor t. | |
31 | Report Fil ter - Allo w you to f ilter any column. | |
32 | Column Lab els – Defi nes your c olumns. | |
33 | Row Labels – Defines your rows of data. | |
34 | Values – D efines whi ch values are being counted. | |
35 | Current TB I Cube | |
36 | The curren t iteratio n of the T BI Cube th at has bee n successf ully deplo yed to the analysis server on DN S
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37 | Therefore when analy zing Patie nt Demogra phic data, currently the Patie nt ID must be select ed, and wh en analyzi ng the Pat ient Surve y Data, th e Patient ICN Distin ct Count v alue must be used. | |
38 | Example Re port | |
39 | An Example of How to create a report of Counts of Unique pat ients by A ge Group & Gender. | |
40 | Setup your fields as listed be low. | |
41 | ||
42 | Gives you the follow ing report . | |
43 |
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