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XLCubed standalone plugin is used in Excel to connect to different sources (in this case Incorta) and query data from them.
Using XL Cubed add in, you can build:
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income statements
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budget variance analysis
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and several other financial statements using pre-built templates in Excel using Fluence XL Cubed.
It harnesses the strengths of Incorta for advanced reporting and analytics to create custom reports in Excel.
Fine-grain control over report layout and formatting to then publish these pre-built reports for wider consumption.
More variations of finance focused visualizations, such as:
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Sparkline chart
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Variance charts
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Structural Waterfall chart
To start using the standalone plugin, you will need to download the XLCubed Excel installer, then import the license file.
Pre-requisites:
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Windows machine
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Excel Installed
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Incorta version 5.2+ or Incorta Cloud version 2022.3.0+
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Download the installer, available from this link
The installation steps are:
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Ensure Excel is closed
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Double-click the executable installation to run the install
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After installation, copy the key file locally to my documents (28 days interval trial license download)
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Open Excel, browse to and select the license.license file from the XLCubed – Extras – licensing dialog
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Close and restart Excel. (Incorta should now appear in the Excel Ribbon)
XLCubed user guides:
