Working with Info-Explorer - Home Tab

Tip: You can either work with the full ribbon (as shown in first screenshot), or to maximise the screen for data you can double click on the Home tab and work with a minimised ribbon as shown in the second screenshot.

Full Ribbon to view all the menu options: 

Minimised ribbon to maximise the data view

Tip: Double clicking on the Home tab again will maximise the ribbon

Home tab “quick links”

You can :

Open a cube 

Create a new cube

Create a new tab

Connect to Sage 300 ERP

Refresh an existing cube

Refresh all or selected existing cubes

Close an existing cube

 

Home tab “view” links

You can:

swap rows and columns of the active view

collapse rows and columns (hierarchy) of the active view

expand rows and columns (hierarchy) of the active view

Properties to View/Amend the cube’s properties and to set Auto Refresh

Query Builder to View/Amend the active cube’s query

Edit Fields to Create/Amend/Delete a fact

Edit Styles to change the appearance of a fact 

Edit Prefilter to create a Prefilter

Auto Calculate to view dimension changes immediately

Calculate to view dimension changes when clicked

Home tab “new” links

You can

Create a new dashboard

Create a new chart

Copy view

 

Home tab “export” links

Functionality not available with Info Explorer Lite.

You need to have a valid licence for Info-Explorer Standard or Writeback to: 

export the current slice to HTML

export the current slice to CSV

export the current slice to MS Excel

 

See Info-Explorer - Overview for details on the opening, saving, generating cubes and connecting/disconnecting to/from the database

See How to change what you view for details on how you can change your view of data, filter data, pre-filter data, sort data