Connect and Pull Data

The Connect feature allows you to bring data from any table in Aleph into a spreadsheet with a custom structure of your choosing. You can build many connects in the same spreadsheet or even in the same tab.

Build the Structure of the Report in Your Spreadsheet

Prior to building the Connect, you need to define the structure and format of your desired report in Excel or Google Sheets. For example, you can bring your general ledger accounts as rows and your months as columns, and applying any filter to show your Income Statement

Connect and Pull Data

Open your spreadsheet with the table that you previously created and follow these steps:

1. Open the Aleph add-in

2. Go to "Add" and click "Connect"

3. Select the table where you want to pull data from

4. Select the ranges for rows, columns and filters

5. Click "Apply" and your Connect will be saved

6. Click on the ellipsis on the right side of your Connect

7. Click "Pull data"

Pull Data with Disconnected Ranges

You can also use the Connect to pull data in disconnected ranges, both for rows and columns. In your Connect, when selecting the dimensions for your rows and columns you'll see a dimension named "Rows to connect" or "Columns to connect" at the bottom of the list.

Next to each row or column you can write "TRUE" or "FALSE" and assign the "Rows to connect" or "Columns to connect" dimensions to these ranges. Aleph will use the following logic to understand whether to bring data from that row or column:

• TRUE means that the Connect will bring data that matches criteria defined in the rows and columns.

• FALSE means that the Connect will ignore that row/column, so you can add formulas or white spaces there without them being overwritten.

Pull Data with Wild Cards

You can use wild cards to pull data from Aleph, as if you were using a SUMIFS formula in Excel:

• "*" to pull everything related to that dimension

• "<", ">", "<=" and ">=" or "<>" to set up conditions

Wild cards are especially useful when having subtotals or when pulling dimensions from different hierarchies. For example, if you want to use a Connect to pull all your general ledger accounts but also the total for Revenue, COGS, Expenses, etc. or if you build a connect that brings data by month and quarter.