Excel Client:Overview: Difference between revisions
No edit summary |
No edit summary |
||
| Line 1: | Line 1: | ||
== | ==Main menu== | ||
When setup is complete, the Microsoft Excel Ribbon will include the “Add-Ins” tab. This tab contains the “CoPlanner 9.1” group. | |||
[[Image:Excel Main menu.jpg|thumb|center|Excel Client, Main menu]] | |||
[[Image:Excel | |||
This group contains a submenu that offers access to the functions of the CoPlanner Excel Client. | |||
[[Image:Excel CoPlanner Excel Client menu.jpg|thumb|center|Excel Client, CoPlanner Excel Client menu]] | |||
=== Login === | === Login === | ||
Like the Windows Client, the Excel Client too must establish a connection to the CoPlanner server. To connect to the server, please select “Login” from the menu. | |||
The Login dialogue appears and allows you to select your user name, password, and other options. After selecting the desired settings, please click on “Login”. If, instead of the [[Excel_Client:Login_dialogue|Login dialogue]], you receive an error message saying that the client could not connect to the CoPlanner server, please refer to the section on the[[Excel_Client:Login_dialogue|Login dialogue]]. | |||
[[Image:Excel Login.jpg|thumb|center|Excel Client, Login]] | |||
After you have successfully logged in, all the menu items will be active. The “Login” menu item changes to “Logout”. When you select “Logout”, the connection to the CoPlanner server will be broken. | |||
For a detailed description of the Login dialogue, please refer to “[[Excel_Client:Login_dialogue|Login dialogue]]" | |||
=== Analyzer === | === Analyzer === | ||
The CoPlanner [[Excel Client:Analyzer|Analyzer]] is the wizard that helps you define or collate your desired data. | |||
[[Image:Excel matrix builder.jpg|thumb|center|Excel Client, Analyzer]] | [[Image:Excel matrix builder.jpg|thumb|center|Excel Client, Analyzer]] | ||
=== | ===Formula Assistant=== | ||
The CoPlanner [[Excel Client:Formula Assistant|Formula Assistant]] allows the user to create an Excel function provided by the Excel client. | |||
[[Image:Excel | [[Image:Excel Formula Assistant.jpg|thumb|center|Excel Client, Formula Assistant]] | ||
=== | ===Removing Formulas=== | ||
This function can be used to remove all CoPlanner-specific formulas or all Excel formulas from the current Excel workbook. | |||
[[Image:Excel | [[Image:Excel Removing Formulas.jpg|thumb|center|Excel Client, Removing Formulas]] | ||
Select the option “CoPlanner formulas only” to remove only CoPlanner formulas or formulas that contain CoPlanner functions. | |||
Select the option “All Excel formulas” if you want to remove all Excel formulas from the worksheet. | |||
===Mail Merge=== | |||
[[Image:Excel | Select the “Mail Merge” menu item to launch the wizard that helps you create a mail merge. | ||
[[Image:Excel Mail Merge.jpg|thumb|center|Excel Client, Mail Merge]] | |||
=== Administration === | === Administration === | ||
The “Administration” menu item contains a submenu with two options that serve to configure your CoPlanner Excel Client. | |||
==== Options ==== | |||
[[ | The [[Excel Client:Options dialogue|Options dialogue]] allows you to change the settings of the CoPlanner Excel Client. | ||
[[Image:Excel Options dialogue.jpg|thumb|center|Options dialogue]] | |||
====Connection to Server ==== | |||
The [[Excel Client:Connection to server|Connection to server]] dialogue lets you change the settings you use to connect to the CoPlanner server. | |||
[[Image:Excel Connection to Server.jpg|thumb|center|Connection to Server]] | |||
=== Help === | |||
Select this menu item to display the CoPlanner Excel Client help. | |||
=== Info === | === Info === | ||
The CoPlanner Excel Client [[Excel Client:Info dialogue|Info dialogue]] contains information about your product. Additionally, the dialogue displays the current settings of your connection to the CoPlanner server. | |||
[[Image:Excel Info dialogue.jpg|thumb|center|Excel Client, Info dialogue]] | |||
== | ==Context Menu== | ||
After connecting to the CoPlanner server, the standard Excel context menu will contain additional items. | |||
[[Image:Excel Context Menu.jpg|thumb|right|Excel Client, Context Menu]] | |||
The following menu items will be added: | |||
#[[Excel Client:Analyzer|Analyzer]]: | |||
This menu item launches the Analyzer. If you are inserting a report, the report will begin in the cell on which you right-clicked to launch the context menu. | |||
If you right-clicked to launch the Analyzer in a previously inserted Analyzer report (dynamic mode), the matrix from the sheet in the Analyzer will be opened. | |||
This allows you to add or remove axis dimensions and filters as well as flip axes. | |||
#[[Excel Client:Formula Assistant|Formula Assistant]] | |||
This menu item launches the Formula Assistant. When you insert a formula created with the Formula Assistant, it is inserted into the cell on which you right-clicked to launch the Assistant. | |||
If this cell already contained a CoPlanner Excel Client function when you right-clicked on it, the function will be displayed in the CoPlanner Function Designer. | |||
__NOEDITSECTION__ | __NOEDITSECTION__ | ||
[[Kategorie:Excel_Client|Overview]] | [[Kategorie:Excel_Client|Overview]] | ||
[[de:Excel_Client:Übersicht]] | [[de:Excel_Client:Übersicht]] | ||
Revision as of 13:07, 6 May 2010
When setup is complete, the Microsoft Excel Ribbon will include the “Add-Ins” tab. This tab contains the “CoPlanner 9.1” group.
This group contains a submenu that offers access to the functions of the CoPlanner Excel Client.
Login
Like the Windows Client, the Excel Client too must establish a connection to the CoPlanner server. To connect to the server, please select “Login” from the menu.
The Login dialogue appears and allows you to select your user name, password, and other options. After selecting the desired settings, please click on “Login”. If, instead of the Login dialogue, you receive an error message saying that the client could not connect to the CoPlanner server, please refer to the section on theLogin dialogue.
After you have successfully logged in, all the menu items will be active. The “Login” menu item changes to “Logout”. When you select “Logout”, the connection to the CoPlanner server will be broken. For a detailed description of the Login dialogue, please refer to “Login dialogue"
Analyzer
The CoPlanner Analyzer is the wizard that helps you define or collate your desired data.
Formula Assistant
The CoPlanner Formula Assistant allows the user to create an Excel function provided by the Excel client.
Removing Formulas
This function can be used to remove all CoPlanner-specific formulas or all Excel formulas from the current Excel workbook.
Select the option “CoPlanner formulas only” to remove only CoPlanner formulas or formulas that contain CoPlanner functions.
Select the option “All Excel formulas” if you want to remove all Excel formulas from the worksheet.
Mail Merge
Select the “Mail Merge” menu item to launch the wizard that helps you create a mail merge.
Administration
The “Administration” menu item contains a submenu with two options that serve to configure your CoPlanner Excel Client.
Options
The Options dialogue allows you to change the settings of the CoPlanner Excel Client.
Connection to Server
The Connection to server dialogue lets you change the settings you use to connect to the CoPlanner server.
Help
Select this menu item to display the CoPlanner Excel Client help.
Info
The CoPlanner Excel Client Info dialogue contains information about your product. Additionally, the dialogue displays the current settings of your connection to the CoPlanner server.
Context Menu
After connecting to the CoPlanner server, the standard Excel context menu will contain additional items.
The following menu items will be added:
This menu item launches the Analyzer. If you are inserting a report, the report will begin in the cell on which you right-clicked to launch the context menu. If you right-clicked to launch the Analyzer in a previously inserted Analyzer report (dynamic mode), the matrix from the sheet in the Analyzer will be opened. This allows you to add or remove axis dimensions and filters as well as flip axes.
This menu item launches the Formula Assistant. When you insert a formula created with the Formula Assistant, it is inserted into the cell on which you right-clicked to launch the Assistant. If this cell already contained a CoPlanner Excel Client function when you right-clicked on it, the function will be displayed in the CoPlanner Function Designer.
