Overview
This document lists the steps for connecting to your DSS (Business Analytics) cubes from an end user perspective. It requires the user to have access to Microsoft Excel, and be aware of the server they need to connect to (and potentially their username/password on this server if applicable).
This document includes instructions for both starting a fresh connection, as well as changing the connection properties of an existing DSS table, which can be useful if you have gone through a server migration or hosting flip that breaks the connections that were previously being used.
Instructions
To start up a new pivot table:
First, start up a new Excel workbook, or create a blank worksheet on an existing one.
On a blank Excel worksheet, do the following:
1. Click the Data tab up top.
2. Click “Get Data” on the main bar.
3. On the first menu, click From Database.
4. On the second menu that pops out from the first, click From Analysis Services.
5. Once this menu shows up,
a. Step 1
Server name: reports-west.nwerp.tylerapp.com
b. For step 2
“Use the following User Name and Password”, then type in your user name and password.
6. On the database selection dropdown, choose whichever analytics database whose cubes you want to see. Typically, a customer setup will have approximately 5 databases – DSS_Analytics, then one Analytics database for FM, HR, CD, and UT (depending on which applications they are licensed for, some of these may not appear).
Once the database is chosen, the list of cubes present in the database are shown below. The customer can select the cube they want, and either hit Next to permanently save a .odc file to their computer that stores the connection information (see the image below), or hit Finish to go directly to positioning and editing the pivot table.
You can save a connection file to your computer by hitting Next after choosing your database and cube.
Note: Hitting “Next” to create an .odc file is recommended if you want to point existing reports to a new data source – the connection files are quick and easy to plug in to an existing report. See “Changing the Data Source on Existing Reports” below.
Changing The Data Source on Existing Reports
If you have previously-saved DSS pivot tables that are no longer working as a result of a server migration or hosting flip, you will need to point them to your new connections.
The easiest way to do this is to save .odc files (see above), which point to the equivalent DSS cubes on your new server. These .odc files exist on your local computer (or on the organization network if you choose to move them there), and contain all of the connection information that is needed for a pivot table to query its data source.
Once you have a new connection file saved that points to the correct cube, you can change the source on an existing pivot table by doing the following:
While clicked into a cell in the pivot table you wish to change, click “PivotTable Analyze” at the top of Excel, then hit “Change Data Source.”
Once the window appears, click “Choose Connection”
Scroll down until you find connection that starts with reports-west.nwerp.tylerapp.com
Password Reset
Login to the new DSS link to reset your password: https://newworldcloud.tylerhost.net/