Explore

The Explore feature allows you to build reports with a few clicks within your spreadsheets of choice. You can build custom reports via a pivot-table-like experience (custom rows and columns), with the format and structure that works for you. You can bring data from any Integration or Aleph Table you choose.

Follow these steps:

1. Open the Add-In/Extension and click "Explore"

2. Select the Data Table you would like to use for the report (all your tables will be listed in the Add-In/Extension)

3. Choose the dimensions you want to display as rows and columns; you can also add filters for your data

   • For example, you can bring your actuals for all your accounts, by month for 2022:

     • Rows: Account

     • Columns: Month

     • Filter: Year in 2022

4. Click "Pull Data" and Aleph will open a new sheet with the Explore

   • The Income Statement Example will pull a report that shows monthly actuals at an account level for 2022

5. You can modify the structure by editing rows, columns, and filters (e.g., change columns from month to quarter)

6. Click "Pull Data" and the report will be updated

7. Once you finalize a report, it will be stored in the sheet you built it in. You can open/close your spreadsheet and the explore report will be in the same sheet

8. If the integration has been refreshed or if there is updated data, open the Explore report and click on "Pull Data" to refresh the table with updated data

9. You can drill down on any cell or pair of cells to get further detail (see Drill Down page for further detail)