# Taurec

> Taurec is a self-service business intelligence and planning database for finance teams.
> It replaces fragmented Excel-based reporting with a central multidimensional in-memory engine
> where business logic — hierarchies, KPIs, allocations, formula calculations, and planning write-back —
> is defined once and consumed from Excel, Power BI, Studio dashboards, or the HTTP API.
>
> Typical users are controllers, finance managers, and business analysts who need fast, consistent
> reporting and integrated planning without depending on IT or a separate data warehouse.
>
> Key differentiators:
> - Business logic lives in the database, not scattered across spreadsheet formulas
> - End-to-end: the same tool handles data modeling, reporting, and planning write-back
> - Self-service: non-technical users model dimensions, hierarchies, and KPIs via drag and drop
> - Excel stays the front-end for users who want it, but data and logic are centrally managed
> - In-memory engine delivers sub-second query performance on hierarchical business data

## Database — Core Concepts

- [Database Overview](https://taurec.com/database/): Entry point for the database reference. Covers the two main areas: data modeling concepts (dimensions, tables, calculations) and the API with scripting.

- [Dimensions](https://taurec.com/database/concepts/dimensions/): Dimensions are the categorical axes of the database (e.g. Account, Cost Center, Time). Each dimension has a unique name, up to 10 translatable captions, and a set of items. Fixed dimensions (Date, Time) are created automatically and support period conversions.

- [Dimension Items](https://taurec.com/database/concepts/dimensions/items/): Items are the leaf values of a dimension. Each item has a name, captions, and optional standard attributes (typed key-value pairs used for filtering and display).

- [Trees](https://taurec.com/database/concepts/dimensions/trees/): Trees organize dimension items into reporting hierarchies. Sums aggregate items; factors allow items to appear in multiple sums with weights. Autobuild assigns items to sums automatically via a rule function. Subtrees provide flat extracts of a hierarchy.

- [Formulas](https://taurec.com/database/concepts/dimensions/formulas/): Formulas define calculated sums using functions such as Item(), ItemRange(), and Sum(). Rubrics are named formula components that simplify reuse across multiple formula sums.

- [Distributions](https://taurec.com/database/concepts/dimensions/distributions/): Distributions assign weights to dimension items for proportional allocation. Used in planning workflows to split a total value across items according to defined ratios.

- [Tables](https://taurec.com/database/concepts/tables/): Tables are the cube structures that hold numeric data. A table defines its dimensions (including optional Date and Time axes) and its value fields (double-precision numbers). The combination of one item per dimension uniquely identifies a record.

- [Calculations](https://taurec.com/database/concepts/tables/calculations/): Calculations automate record creation or transformation across tables. A calculation consists of sequential steps, each linked to a target table and optionally filtered by dimension items. Steps can use visual scripts for cell-level logic.

- [Visual Scripts](https://taurec.com/database/concepts/tables/visual-scripts/): Visual scripts are node-based calculation trees edited via a drag-and-drop form. They express multi-measure formulas (e.g. Revenue = Price × Quantity) without writing code.

- [Scripting](https://taurec.com/database/concepts/scripting/): Advanced automation beyond visual scripts. Command objects store sequences of API commands that can be executed as a batch — used for data imports, period-close processes, and parameterized maintenance tasks.

- [Roles](https://taurec.com/database/concepts/permissions/roles/): Roles bundle dimension- and table-level permissions and are assigned to users. Three built-in roles: Default (no permissions), Designer (can design reports), Admin (full access).

- [Users](https://taurec.com/database/concepts/permissions/users/): Users authenticate against the database with a name and password. Each user is assigned one or more roles that determine their read/write access to dimensions and tables.

- [Texts](https://taurec.com/database/concepts/other/texts/): Text objects store plain text strings in the database, useful for shared labels, notes, and configuration values accessible via API.

## Database — API Reference

- [API Overview](https://taurec.com/database/api/): The Taurec server exposes an HTTP API with four endpoints: `.well-known` (discovery), `api` (command execution), `rpc` (JSON-RPC 2.0), and `file` (binary transfer). Authentication uses a session UID obtained via the `connect` command. SDK libraries are available for Python, TypeScript, and C#.

- [API Commands](https://taurec.com/database/api/commands/): Index of all API commands organized by resource: database, dimension, table, permission, and global (scripts, variables, texts, files, logs). Each command page documents parameters, result fields, and code examples in multiple languages.

## Applications

- [Applications Overview](https://taurec.com/applications/): Overview of the full Taurec application suite. All client apps share common principles: drag-and-drop configuration, self-service use without IT involvement, visual formula editing, and optional scripting for advanced logic.

- [Server](https://taurec.com/applications/server/): The Taurec Server is the in-memory engine. It requires no installation — copy and run. Can operate as a Windows desktop app, Windows service, or Linux systemd daemon. Communicates over HTTP with optional TLS 1.2/1.3 encryption. Supports parallelized query processing and JSON or binary API formats.

- [Server — Windows](https://taurec.com/applications/server/windows/): Windows-specific server documentation covering installation, the GUI control panel, auto-save scheduling via Windows Task Scheduler, and startup parameters.

- [Server — Linux](https://taurec.com/applications/server/linux/): Linux-specific server documentation covering installation, running as a systemd service for auto-start, auto-save via cron, and startup parameters.

- [Manager](https://taurec.com/applications/manager/): The Manager is the Windows administration tool for the database. Features include a data preview with filters and sorting, drag-and-drop input forms for data entry, import wizards for dimensions/trees/tables (which auto-generate reusable API commands), and a built-in console for ad-hoc API commands.

- [Console](https://taurec.com/applications/console/): Lightweight cross-platform CLI for sending API commands to the server. Used for automation, maintenance scripts, and batch processing without a graphical interface.

- [Add-in for Excel®](https://taurec.com/applications/addin/): The Excel Add-in connects spreadsheets directly to the Taurec database. Users can browse dimensions and tables, write back planning values, and build reports in Excel using standard cells — augmented by Taurec workspace objects (consolidations, filters, trees) and extended worksheet functions.

- [Add-in — Workspaces](https://taurec.com/applications/addin/workspace/): Workspaces bundle reusable query objects (consolidations, filters, item lists) that can be inserted into Excel worksheets. Managed centrally on the server and shared across users.

- [Add-in — Extended Functions](https://taurec.com/applications/addin/using/extended-functions/): Custom Excel worksheet functions provided by the Add-in for reading dimension items, tree items, table values, filter text, and consolidation values directly in Excel formulas.

- [Add-in — Excel® VBA](https://taurec.com/applications/addin/vba/): Documentation for using Taurec extended functions in Excel VBA macros for programmatic workbook automation.

- [Connector to Power BI®](https://taurec.com/applications/connector/): Custom Power BI data connector (.mez file) that imports Taurec dimensions and tables into Power BI while keeping Taurec as the single source of truth. Covers installation, security settings, and connecting via Get Data.

- [Studio](https://taurec.com/applications/studio/): Windows report and dashboard designer. Uses a grid-based construction kit where objects (pivot tables, tree views, charts, filters, maps, spreadsheets) are placed by drag and drop. End users can interact with filters, sorting, and totals. Advanced scripting in Basic or Pascal syntax is supported, as well as SQL access via ADO.

- [Mobile App](https://taurec.com/applications/app/): Mobile client for phones to access Taurec reports and data on the go.

## How To

- [Quickstart](https://taurec.com/how-to/quickstart/): Step-by-step guide to getting started with the Taurec community edition on Windows: extract the bundle, start the server, create or open a database in Manager, and begin modeling.

## Use Cases

- [Use Cases Overview](https://taurec.com/use-cases/): Concrete business scenarios where Taurec is applied across three domains:
  - **Management**: real-time dashboards, cash flow analysis, executive reporting
  - **Accounting**: balance sheets, group consolidations, P&L analysis, multi-currency conversion
  - **Controlling**: budget vs. actual comparisons, variance analysis, scenario simulations, KPI tracking and planning