docs: cover MCP standalone reports, calendar-period filters, sheets scale, and more

[keydunov]

Check List

• Docs have been added / updated if required
• Tests have been run in packages where changes have been made if available (docs-only change)
• Linter has been run for changed code (docs-only change)
• Tests for the changes have been added if not covered yet (docs-only change)

Description of Changes Made

Routine audit of cubejs-enterprise (Cube Cloud) commits merged since the prior daily audit (#11497), cross-checked against docs-mintlify and the customer-facing criteria. Eight small doc gaps found and fixed, each verified against the actual diff (not just the commit subject):

1. docs/integrations/mcp-server.mdx — MCP's createReport tool now takes an optional workbookId; omitting it (optionally with folderId) saves a standalone exploration reachable from the workspace browser and the Sheets/Excel add-ins, instead of only a workbook-tab report.
2. docs/explore-analyze/dashboards/widgets/controls.mdx — new time-filter operators (in the month/not in the month, in the quarter/not in the quarter, in the year/not in the year) on the report bar, dashboard Filter widget, and embedded dashboards. Also: manually changing a dashboard filter now writes the value back into the URL, so it's bookmarkable/shareable (previously URL → filter was one-way).
3. docs/explore-analyze/workbooks/querying-data.mdx — a period-over-period comparison can now anchor to a time dimension the query only filters (not just one it groups by), so a report with no time column can still compare periods. Also documents that a comparison on a dashboard now correctly follows the viewer's active filter window rather than the report's original saved window.
4. docs/integrations/google-sheets.mdx, docs/integrations/microsoft-excel.mdx — new "Number formatting" section: compact measure formats (e.g. abbr) now write as real numbers rather than text (so SUM/pivots/charts keep working), and a new Display → Scale control (Model default / Absolute / Thousands (K) / Millions (M) / Billions (B)) lets a user pin every measure column to a fixed magnitude.
5. admin/customization/dashboard-themes.mdx — a Rename action was added to the Styling tab's theme "..." menu, so a custom theme can be renamed from the dashboard builder directly, not only from the Admin themes list.
6. admin/ai/skills.mdx — skills now work when the agent is used through the MCP server, not just in-app chat (previously silently unavailable over MCP); still unavailable on published/embedded dashboards, which stay read-only Q&A.
7. docs/data-modeling/data-model-ide.mdx — the Data Model IDE's Changes view now always names an explicit comparison base (defaulting to the branch's fork point, with the deploy branch offered as an alternative), carried in a shareable ?base=<branch-name> link parameter alongside the existing ?branch=.

Prose-only edits to existing pages; no docs.json navigation changes needed.

Dropped after verification:

• A candidate "centralized /mcp endpoint" (feat(cloud-router): centralized MCP endpoint at /mcp) turned out to be gated behind a tenant flag and opt-in even when the flag is on (regional stays the default) — not shipped per the customer-facing criteria's "wait until on by default" rule, so left undocumented for now.

Not a doc gap — filed as a Linear ticket instead:

• A tenant-wide time-zone policy with personal and per-embed-tenant overrides (CUB-852) is a genuinely new, multi-surface feature (Admin Settings, Preferences, Embedding tenant settings) with no existing doc home. It warrants a new dedicated page rather than a surgical edit, and its tracking issue (CUB-852) is still "In Progress" with a small follow-up PR in flight, so a documentation ticket was opened in Linear instead of drafting a full page in this PR.

Also checked the 3 cube-js/cube Tesseract fixes merged in this window (FILTER_PARAMS column callbacks, multi-stage filter row-set bug, ungrouped-query/rollup matching) — all are internal correctness fixes that make previously-wrong results correct without changing any documented option or contract, so none needed a doc change.

🤖 Generated with Claude Code

https://claude.ai/code/session_01LEfUVvGy8HbJ4BnCJ2V9jY

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[claude]

Claude finished @keydunov's task in 1m 12s —— View job

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Review: docs-only, no blocking issues — 0 high, 0 medium, 3 low

Prose-only edits to existing docs-mintlify pages. All new link references resolve, no duplicate ref definitions, no docs.json change needed. 2 inline nits posted.

Full review

Todos

• Gather context (diff, changed files, CLAUDE.md conventions)
• Verify all new reference-style links resolve to real pages/anchors
• Check for duplicate/conflicting link definitions
• Check for other pages carrying the same operator lists that need updating
• Check docs.json navigation impact
• Post review

Verification performed

Check	Result
[ref-measure-format]: /reference/data-modeling/measures#format	✅ reference/data-modeling/measures.mdx:1299 has ### \format`; matches the existing convention used in reference/core-data-apis/mdx-api.mdx:235`
abbr is a real format value	✅ documented at measures.mdx:1315 (abbr / abbr_N, SI prefix)
[ref-google-sheets] / [ref-excel] added to mcp-server.mdx	✅ no pre-existing definitions of those labels in that file — no shadowing. (microsoft-excel.mdx defines its own [ref-excel] pointing elsewhere, but that's file-scoped and unaffected.)
/docs/integrations/mcp-server link from skills.mdx	✅ page exists
Other copies of the Time operator table	✅ grep for relative date across *.mdx — controls.mdx:23 is the only operator table; other hits are REST API relative-date-range prose, unrelated
docs.json	✅ no new pages, no nav change required
Conventions (root-relative internal links, reference-style defs at file bottom, surgical edits to existing pages, /docs untouched)	✅ all followed

Findings (all low)

1. google-sheets.mdx:148 / microsoft-excel.mdx:158 — no trailing newline. Pre-existing, but this PR appends to that exact last line, so it's free to fix here. (inline)
2. mcp-server.mdx:258 — the createReport table cell is ~4x longer than every other row, which hurts scannability of the tool reference. Suggested moving the workbookId / folderId semantics below the table. Also a grammar nit: "add-in's saved reports list" → "add-ins' saved reports lists" (two add-ins). (inline)
3. querying-data.mdx:217-219 — slightly compressed phrasing. "Grouping gives presets read off the granularity" is a bit terse for a doc sentence; something like "When the time dimension is grouped by, the presets follow its granularity — …" reads more plainly. Purely stylistic, not worth blocking on.

Things I could not verify

The factual claims all originate from cubedevinc/cubejs-enterprise commits, which aren't accessible from this repo. I verified structure, links, and internal consistency only — the behavioral accuracy of each statement (e.g. that Scale is session-local, that the Changes-tab base defaults to the fork point, that skills work over MCP) rests on the author's diff-level verification described in the PR body.

The reasoning in the PR body for the two dropped items looks sound: gating the centralized /mcp endpoint behind a tenant flag and non-default opt-in does put it under the "wait until on by default" rule, and a multi-surface time-zone policy genuinely warrants its own page rather than a surgical edit.

No tests/linter run — docs-only change with no code paths touched.

· branch `claude/gallant-ramanujan-8ob7cj`

[claude]

Nit: this file still ends without a trailing newline (\ No newline at end of file in the diff). Since this PR already touches the last line, worth fixing here — same for microsoft-excel.mdx:158.

Suggested change

	[ref-measure-format]: /reference/data-modeling/measures#format
	[ref-measure-format]: /reference/data-modeling/measures#format

[claude]

This cell is now ~4x longer than every other row in the table, which makes the tool reference hard to scan. Consider keeping the row to the one-line summary and moving the workbookId / folderId semantics into a short paragraph or <Note> below the table — e.g.:

createReport — Saves a query plus its visualization as a report, and returns the reportId a chart widget references.

workbookId is optional. Pass it to add the report as a tab of that workbook (referenceable by a CHART widget there); omit it (optionally passing folderId) to save a standalone exploration reachable from the workspace browser and the Google Sheets / Excel add-ins' saved reports lists.

Also, "add-in's saved reports list" is possessive-singular while referring to two add-ins — should be "add-ins' saved reports lists".