Excel Client:Overview
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 the Login 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.
