Excel Client:Formula Assistant: Difference between revisions

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For a detailed description of the available functions, please refer to the section on [[Excel Client:Excel Client Functions (Formulas)|Excel Client Functions (Formulas)]].
For a detailed description of the available functions, please refer to the section on [[Excel Client:Functions (Formulas)|Excel Client Functions (Formulas)]].





Revision as of 08:48, 7 May 2010

The Formula Assistant serves to create Excel functions that are made available by the CoPlanner Excel Client.

The Formula Assistant allows you to create formulas in ID mode. This means that parameters are inserted with internal CoPlanner IDs rather than with aliases, which is useful when you are creating multilingual reports.


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The Formula Assistant initially opens with no function selected.
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When working in the Formula Assistant, the first step is to select the function that you want to insert and use in Microsoft Excel.
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The available parameters are displayed automatically using default values.

The white area always contains a description of what the selected function will do.

Hover your mouse cursor over a parameter to see a screen tip containing a description of the parameter.

You will also receive a preview of the resultant Excel formula.

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You can either use the integrated controls to select a predefined parameter value, …
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… or reference an Excel cell that contains the corresponding parameter value.

To do so, click on the icon to the right of the parameter.

Select the desired cell and confirm your selection by pressing the Enter key on your keyboard. To cancel the operation, press the Escape key.

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For a detailed description of the available functions, please refer to the section on Excel Client Functions (Formulas).