Support Center

Workflow Rule

The Workflow Rule allows you to run SQL statements upon workflow action, such as Post, Approve, Reject, etc. Use Case In this example, we have an advanced workflow configured for Revenue Planning. We would like to archive Forecast data when an approver clicks “Approve” on the dashboard Action menu. … Read More

Backup Application DB

You can transfer an application between environments with the backup and restore process of SQL Server.  This guide will cover the backup aspect of SQL Server. Open Microsoft SQL Server Management Studio and connect to your instance of SQL Server. Expand the Databases node, and locate the application database.  … Read More

Update MemberVariable Programmatically

MemberVariable can be used as default value of filter.  To modify the selected value of MemberVariable programmatically, we need to update both UniqueName and Properties column in [dbo].[ApplicationMemberVariableMembers] table. Assume we have a member variable called Current Month.  Here is a sample query that we can use to update … Read More

Connect to SSAS on Azure VM from Excel PivotTable

To allow PivotTable to connect to the SSAS database resides on Azure VM, we will first need to turn on the SSAS port on the machine. Please note, only Windows AD and Azure AD Integrated authentication mode supports direct connection to SSAS. First, log in to Azure Portal, select … Read More

Workflow Attachment

Attaching files to a submission is now available. It is supported for both Dashboard and Workbook workflow. In this article, you’ll learn how to configure and manage attached files. Before You Start Here are some things to know before you begin this process. File size limit: 20 MB per … Read More