Excel Client:Data Input/Planning with the CoPlanner Excel Client

Data acquisition in formula mode

The CoPlanner Excel Client allows you to use Microsoft Excel as a front-end for entering or updating data and saving it in the database of the CoPlanner server. Use the Analyzer to define the desired data and format them as needed. Then transfer the data to Microsoft Excel (see Transferring a Report into Excel). Right-click on the inserted report to display the Microsoft Excel context menu with the extensions added by the CoPlanner Excel Client. Select “Convert into formulas” (see page 61). A message box will appear. Click “Yes” in the message box to start the conversion.

All value fields will now contain the CoPlanner Excel Client read formula (CellRead). To write the data into the database, you must activate the option “Write into database”. To activate this option, please open the Options dialogue and check the check box next to this option. Then confirm your settings by clicking “Apply”. After you have done this, when a value is entered in a cell containing a read formula, the value will be applied in accordance with the filter settings when the write-protection and security settings make this possible.