QQube requires no knowledge of tables, relationships or having to deal with mapping documents, connection strings, and reverse engineering.
Whether you are an advanced user, used to dealing with tables and relationships, or a novice who just wants to drag and drop fields onto a canvas, you should do the following:
STEP 1. ENSURE SUCCESSFUL SYNCH. Make sure your data model is loaded with no synch errors from the QQube Configuration Tool. (Grayed out analytics in the QQube Configuration Tool, means the data model was not loaded - or there is an error in your synch.)
STEP 2. REVIEW QUICKBOOKS DATA AVAILABILITY. Review what QuickBooks makes available - or not available to get a better understanding of what you can, and can't do with your data models.
STEP 3. UNDERSTAND THE DATA MODEL CATEGORIES. There are three types of data models employed within QQube:
STEP 4. OPEN AN EXCEL EXAMPLE. Start with one of the examples listed in the QQube Configuration Tool, and invoke the Select Assistant on the Excel Add-In, to become familiar with how the fields are organized.
There are over 240 Examples out of the box: one or more for each data model, for Excel, PowerPivot, Power BI, Crystal Reports, Access, and Tableau.
Although Excel may not be the application in which you will end up writing your reports or visualization, you should use it for three purposes:
is requesting access to a wiki that you have locked: https://clearify.com/wiki/view/367/understanding-qqube
Your session has expired. You are being logged out.