Sharing Smart Query Definitions

You may share Smart Query definitions with other users. The Smart Query definition includes definitions for rows, columns, POV, dimension sets, filters, sorting, and custom members.

The methods for sharing a Smart Query are:

The following topics explain each method.

Email Sharing

  To share a Smart Query definition with other users via email:

  1. In Excel, open the Smart Query worksheet containing the definition that you want to copy.

  2. From the Smart Query ribbon, select Copy.

  3. Open a blank email message and press Ctrl-V.

    When pasted into an email message, the query definition will resemble a long line of alphanumeric characters.

  4. Send the email message to the users you are sharing with.

  5. Recipients of the Smart Query definition then perform the following tasks:

    1. In the email, select the Smart Query definition string and copy it to the Windows clipboard (use Ctl+C or the Copy command).

    2. Open a blank worksheet in a new or existing workbook.

    3. Optional: Connect to the appropriate data source.

      If you do not connect to a data source, you will prompted to do so when you paste the definition in step 5.d.

    4. From the Smart View ribbon for the active worksheet, click The Paste icon from the Smart View ribbon.

      The Smart Query populates the worksheet.

Workbook Sharing

  To share a Smart Query in a workbook:

  1. Save the Excel workbook that contains the Smart Query to share.

  2. Send the Excel workbook to the users you are sharing with or place the workbook file in a shared network location and notify those users.

  3. Recipients of the workbook containing the Smart Query definition then perform the following tasks:

    1. Open the workbook either directly from the email or from the shared network location.

      The Smart Query populates the worksheet.

    2. In the Smart View ribbon, click Refresh to be prompted for login credentials in the Connect to Data Source dialog box.