The first version of Flex for Mac, the Datarails Excel Add-in, launched in January 2023, marking the introduction of Datarails compatibility with macOS.

Although the functionalities are still evolving, Flex for Mac allows you to refresh reports, view up-to-date data, and submit updated numbers back to Datarails. You can slice and dice your data by changing filters and use our data drill-down capabilities to discover new insights that drive the business forward.

The following features, currently available in Flex for Windows, will be incorporated into Flex for Mac in future updates:

• Adding new tables, lists, or functions
• Rolling forward data
• Publishing to dashboards or PowerPoint
• Utilizing the Formula Builder

Pre-requisites 

• Operating System: macOS
• Excel Version: 2010 or higher
• Permissions: Administrator rights recommended for installation
• Firewall/Networking:
  Ensure access to the following:
  https://app.datarails.com via port 443
  https://static.datarails.com via port 443

Install Flex for Mac

Via Excel

The Excel Add-ins search results are region-based, meaning that the search results are affected by your current location:

• UK-based users search result - "Datarails Flex UK"
• CA-based users search result - "Datarails Flex CA"
• Any other but UK and CA search result - "Datarails Flex"

In case your location and your data center are not the same, please install Flex using Microsoft online marketplace. 

Follow these steps to install Flex for Mac:

1. Go to the Excel ribbon and click 'Insert' and 'Get my add-ins'.
2. Search for "Datarails."
3. Click Add.
4. The Flex add-in will appear under the Home tab. Click on My Add-ins to add/remove Flex for Mac.
5.  

Via Microsoft online marketplace

1. Navigate to the Microsoft online app source marketplace.
2. Log in to your Microsoft account.
   Search for “Datarails Flex.”
3. Select the relevant data center and click "Get it now."

Capabilities and Functionalities 

Main Screen

1. Click on "Datarails" to return to the main screen.
2. Refresh your file Filebox.
3. Use the “i” icon for additional info like Date Tag, Date Picker, and Excel report details.
4. Submit changes to save them to the Datarails cloud.

Supported Functions

• DR.GET
• DR.YTD
• DR.YTG
• DR.QTD
• DR.QTG
• DR.MTD
• DR.MTG
• DR.Include
• DR.Range

Filters, Tables and Dynamic Ranges

• Table Filter: Users can modify their selection within the table.
• Global Filters: Users can adjust global filter selections.
• Datarails Tables: Tables will automatically refresh with the latest data when the file is refreshed.
• Dynamic Ranges: Dynamic ranges will also update with new data upon file refresh.

Drilldown Options

• Drill-down List: Allows users to explore the underlying data in detail.
• Drill-down by Field: Summarizes the drill-down data based on specific fields.
• Drill-down Favorites: Enables users to access previously saved drill-down views, if any have been created.
• Delete Drill Tabs: Removes all existing drill-down tabs.

Troubleshooting

Dr functions show zeros 

Ensure that the report was submitted to the Filebox using the Windows add-in version 1.3.6 or higher. If not, return to Windows, update your add-in to the latest version, refresh the file, and submit it again. Then, open the report on your Mac and check the results.

Dr functions show #BUSY

This issue may occur due to a conflict between the Mac and Windows versions of the add-in, as both cannot be installed simultaneously. Confirm that only one version of the add-in is installed. If both are present, remove one and try refreshing the report again. For instructions on how to remove the add-in from your desktop, please refer to the GIF below.

Updated August 22, 2024 16:23