c2025.10.0 User-Defined Properties for Excel

Business Problem:

Excel Pivot Tables are not well-suited for reports with low-level details, typically involving Personally Identifiable Information (PII) or Feature-Extract reports for AI / Data Science use-cases.

Reports slow down dramatically after adding ~10 Dimensional Attributes?
Relying on Excel's "Show in Tabular Form" Formatting Feature?
Growing number of outbound queries for a single in-bound query?

Solution:

Use Excel "Properties" instead of "Attributes" for Details in Pivot Tables!
 

How to Configure (c2025.10.0):

• On by default!
• All Dimensional Attributes are also available as Properties! Disable by setting Global property:
  • "query.userDefinedMember.defaultExcelPivotTableProperty": False
     
• "Expose as Excel Pivot Table Property" - Controls visibility of the Dimensional Atrribute in the Pivot Fields Panel. To prevent end-users from building infeasible queries, set this to False.  The attribute will still be visible to other tools like Tableau and Power BI!
   
• "Expose as user defined Property" - Controls presence in Excels "Properties" context menu.
  

Demo