Excel Client:Transferring a Report into Excel

A report has been defined and formatted in the Analyzer. Now you want to transfer the report into Excel. Click the “Insert” button in the Analyzer.

The report will be inserted starting in the active cell of the active worksheet.

In the example, cell A1 was selected when the CoPlanner Analyzer was started. The data definition was created and a style with a colour gradient was applied.

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Excel Client, Report

Changes to the design (i.e. different background colour, different font, etc.) in Microsoft Excel are undone every time you refresh the workbook (F9). Refreshing the workbook causes the settings defined in the template to be applied.

If you want to change these settings, you must use the Template Designer in the CoPlanner Excel Client.

Opening/closing axis dimension elements

CoPlanner Excel Client naturally allows you to open and close axis dimensions by double-clicking on the desired elements. To view all the material expenses in the example shown in the figure, all you need to do is double-click in the cell.

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Excel Client, Expanding an element

Changing a filter

If you wish to change a filter setting, double-click on the filter area (the cell that contains the “ElemSelect” function).

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Excel Client, Changing a filter

A dialogue for selecting the dimension element will be displayed. Select the desired element by double-clicking on it or by highlighting the element and clicking the “OK” button.

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Excel Client, Changing a filter

Extended context menu

CoPlanner Excel Client adds several items to the context menu. If you right-click in the report area (axis dimensions/data area) in Microsoft Excel, additional options will be made available.

Context menu in the data area: Analyzer: The defined report is displayed again in the CoPlanner Analyzer. Changes such as opened axis dimensions and expanded dimension functions will be applied. Here you can once again add or remove filters, rotate axes, etc. Changes in design, such as a different background colour that was applied in Microsoft Excel, will not be applied. Convert to formulas: The inserted report will not contain formulas except those in the filter area (ElemSelect). Selecting this menu item and confirming the message that appears in the following dialogue box causes data cells and axis cells to be filled with formulas containing relative and absolute references. Show detail rows: This launches an assistant for creating a detailed data view in a separate table. Cell: This menu item contains two commands: “Fix value over ‘...’”. Whenever you want to fix values, the axis and line dimensions of the table will be available.

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Context menu in the axis area: Analyzer: The defined report is displayed again in the CoPlanner Analyzer. Changes such as opened axis dimensions and expanded dimension functions will be applied. Here you can once again add or remove filters, rotate axes, etc. Changes in design, such as a different background colour that was applied in Microsoft Excel, will not be applied. Convert to formulas: The inserted report will not contain formulas except those in the filter area (ElemSelect). Selecting this menu item and confirming the message that appears in the following dialogue box causes data cells and axis cells to be filled with formulas containing relative and absolute references. Based on the read formulas (CellRead), data can be written into the database. See the section on Data input/planning with the CoPlanner Excel Client. Cell:The Cell menu item contains the same menu with the same functions as that in the Analyzer. For a detailed description of the menu and its functions, please refer to the section on the Analyzer context menu.

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