Glossary of terms

glossary dashboard reports models imports datasets

We're really trying to avoid geeky terms. But in case something in our documentation isn't clear after all, we have listed our terminology for you:

  • Account - this is you as our customer. An account is an organisation (with one or more users) in our system, with its own private and secure configuration, users, and data.
  • Cell editors - are definitions that you can place in a cell in a model to make the cell editable and describe the type of cell value and how the user will be able to enter or select cell values.
  • Cell objects - are definitions that you can place in a cell in a model to create advanced functionality within that cell, for example cell editors, buttons with row actions, conditional formats, sparklines, images, or hyperlinks.
  • Columns - are a feature of data sets: you can define their type so they can validate and store relevant data.
  • Convert - is the process of transforming some information, for example a numerical calculation, converting a date, or transforming a text value. This is relevant in imports and reports.
  • Dashboard - is a personal page with your own favorite reports and models.
  • Data sets - are configurable objects that store your data (think of them as Excel worksheets, database tables, or tabular lists). You can define its columns, set user permissions, and then import data into it.
  • Expressions - are one or more functions, variables, values, and operators combined in the right sequence to produce the desired result. You can use expressions across reports, models, imports, and data sets.
  • Fields - are a feature or reports: they show information either based on a data set column, on a calculation, or on any type of conversion.
  • Filter - is the process of filtering information on the basis of certain criteria, for example only a given company, or periods within a given year.
  • Functions - are small predefined methods that perform a particular task on given parameters, and return the result. You can use functions across reports, models, imports, and data sets.
  • Groups - are a way to categorize objects into logical groups that make sense to you. This is mainly used to make the menu navigation easier.
  • License - is a paid subscription that entitles you to use XLReporting. There are different product options, and you can pay on a monthly or annual basis.
  • Imports - are configurable objects that define how your source data (i.e. data from another system or file) should be converted and imported into a data set.
  • Layouts - are configurable settings that define the visual presentation of report data, and include the report or chart type, fields positions, and further options. A report can have multiple layouts.
  • Lookup - is the process of looking up some information in another data set. This is relevant in imports.
  • Mapping - is the process of linking data in import files into the desired target columns in data sets. This is relevant in imports and model queries.
  • Models - are configurable objects that combine data queries with spreadsheet-like templates, enabling you to build advanced reporting and planning models.
  • Planners - are configurable functions in a model to distribute amounts across a range of cells (for example, to apply a seasonal revenue pattern to a series of months).
  • Profile - is your personal information, and your personal settings and preferences.
  • Replace - is the process of replacing existing data by new data, based on certain criteria. This is relevant in imports and in functions.
  • Reports - are configurable objects that define how information from one or more of your data sets should be combined and presented into a report.
  • Row actions - are configurable buttons that you can place in a cell in a model to allow rows to be inserted, copied, or deleted, as well as enable the Planner to be used on that row.
  • Scripts - are blocks of program code that perform automated and repetitive tasks. You can use scripts across reports, models, imports, and data sets.
  • Tenant - another word for you as our customer. A tenant is an isolated area in our system in which your private and secure configuration, users, and data is being stored.
  • Transpose - is the process of changing import data from columns into rows, based on defined fields. This is relevant in imports.
  • Queries - are used to pull data from data sets into your model, and to write back data (entered by the user or calculated through formulas) from your model into your data sets. A model can contain multiple queries.
  • Users - are persons with online access to your XLReporting account. Each user has his or her own login and personal dashboard(s).
  • User roles - are access permissions to program features, objects, and data. They control the level of access by users in XLReporting.
  • Widgets - are movable frames on your dashboard. Each widget contains a report or model.

That's all there is! We don't use any technical server and database jargon.

Recommended reading:
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