Understanding QQube | CLEARIFY

QQube requires no knowledge of tables, relationships or having to deal with mapping documents, connection strings, and reverse engineering.

Getting Started with QQube

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:

• Summary - All QuickBooks Versions. These are financial statements and trial balance related data models which are aggregated by monthly period. 36 Periods controlled in the QQube Configuration Tool.
• Summary - Enterprise Only. Includes:
  • Advanced Profit and Loss with Actual/Budget/Forecast which is aggregated by month. 36 Periods controlled in the QQube Configuration Tool.
  • Flexible period financial statements which are aggregated by day. 10 years controlled in the QQube Configuration Tool.
  • 52/53 Tax Year Profit and Loss Statements which are aggregated by a 3 year calendar parameter configured within the QQube Configuration Tool.
• Detail. All other data models have line level detail for each transaction.

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.

Why Start with Excel?

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:

• Easily familiarize yourself with the data organization, using drag and drop features.
• Use the Bubble Text to learn more about possible field values, and designed intentions. 
• View the manual SQL Queries (for advanced users), generated via the Excel Add-In, which is a front end for MSQuery.