Excel Client:Ribbon: Difference between revisions

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Created page with "==Ribbon== The Ribbon in the upper range includes individual menu items to use the CoPlanner Excel client. The ribbon is divided into the following groups: :* Server :* Data ..."
 
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|[[Image:FilterCo32.png]]  
|[[Image:FilterCo32.png]]  
|'''Filter'''
|'''Filter'''
|Use this button to open the dialogue for the [[Excel Client:Filter Management|filter administration]].
|Use this button to open the dialogue for the [[Excel_Client_2.0:Filter Management|filter administration]].
Here you can define, change settings or delete filter for the current reporting solution.
Here you can define, change settings or delete filter for the current reporting solution.
|-{{Tabellentitel}}
|-{{Tabellentitel}}
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|-
|-
|[[Image:FxZauber32.png]]  
|[[Image:FxZauber32.png]]  
|'''Formelassistent'''
|'''Formula assistent'''
|Der CoPlanner [[Excel_Client_2.0:Formelassistent|Formelassistent]] unterstützt den Benutzer bei der Erstellung einer vom Excel-Client bereitgestellten [[Excel_Client_2.0:Excel-Client_Funktionen|Excel-Client Funktionen]].  
|The CoPlanner [[Excel Client 2.0:Formula assistent|formula assistant]] supports the user in creating a structure in the Excel client offering [[Excel Client:Functions (Formulas)| Excel client functions]].
|-
|-
|[[Image:FxRadierer32.png]]  
|[[Image:FxRadierer32.png]]  
|'''Formeln entfernen'''
|'''Delete formulas'''
|Durch diese Funktion können entweder alle CoPlanner spezifischen Formeln oder alle Excel Formeln aus der aktuellen Arbeitsmappe entfernt werden.
|With this function either all CoPlanner specific formulas or all Excel formulas can be removed from the current workbook.


Wählen Sie die Option „nur CoPlanner Formeln“, wenn nur diese bzw. Formeln, welche CoPlanner Funktionen beinhalten entfernt werden sollen.
Select the option "only CoPlanner formulas" if only this or formulas that include CoPlanner functions should be removed.
Wählen Sie die Option „alle Excel Formeln“, wenn alle Excel Formeln aus dem Arbeitsblatt entfernt werden sollen.  
Select the option "All Excel formulas" when all Excel formulas should be removed from the worksheet.
|-
|-
|[[Image:Seriendruck.png]]  
|[[Image:Seriendruck.png]]  
|'''Seriendruck'''
|'''Mail merge'''
|Durch die Auswahl des Menüpunktes [[Excel_Client_2.0:Seriendruck|Seriendruck]], wird der Assistent für die Seriendruckerstellung gestartet.  
|By selecting the menu item [[Excel Client 2.0:Merge|merge]], the wizard for the mail merge will be started.  
|-{{Tabellentitel}}
|-{{Tabellentitel}}
|Layout
|Layout
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|[[Image:EC_AutoSize32.png]]  
|[[Image:EC_AutoSize32.png]]  
|'''Autosize'''
|'''Autosize'''
|Hiermit werden alle Spaltenbreiten entsprechend der aktuellen Inhalt optimal angepasst.
|All column widths will be adjusted optimally to the actual content.
Die Schaltfläche ist nur sichtbar, wenn "Spaltenbreite automatisch anpassen" unter [[Excel_Client_2.0:Optionen|Optionen]] deaktiviert ist.
The button is only visible if "Automatically adjust column width" in [[Excel_Client:Options|Options]] is disabled.
|-
|-
|[[Image:Styling2.png]]  
|[[Image:Styling2.png]]  
|'''Formatvorlagen'''
|'''Style sheets'''
|Hier können verschiedene Formatvorlagen auf den Bericht angewendet werden.  
|Here, different styles can be applied to the report.
Formatvorlagen können nur auf Berichte mit Analysedaten angewendet werden.
Styles can only be applied to reports with analysis data.
|-{{Tabellentitel}}
|-{{Tabellentitel}}
|Hilfe
|Help
|
|
|
|
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|[[Image:CoPPortal32.png]]  
|[[Image:CoPPortal32.png]]  
|'''Portal'''
|'''Portal'''
|Hier gelangen Sie zum CoPlanner-Portal, wo Sie Informationen und Hilfestellungen zu den CoPlanner-Produkten finden.
|Click here for the CoPlanner portal where you can find information and assistance to the CoPlanner products.
|-
|-
|[[Image:Hilfe32.png]]  
|[[Image:Hilfe32.png]]  
|'''Info'''
|'''Info'''
|Der CoPlanner Excel Client Info Dialog beinhaltet Informationen zum Produkt. Des Weiteren können aus diesem die aktuellen Verbindungseinstellungen zum CoPlanner Server abgelesen werden.  
|The CoPlanner Excel Client Info dialog provides information about the product. Furthermore, the current connection settings can be read from the CoPlanner server.
|}
|}


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[[Kategorie:Excel_Client_2.0|Ribbon]]
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Latest revision as of 17:33, 15 April 2015

Ribbon

The Ribbon in the upper range includes individual menu items to use the CoPlanner Excel client. The ribbon is divided into the following groups:

  • Server
  • Data
  • Options
  • Layout
  • Help
Excel Client, Ribbon

These groups are assigned to individual menu items that are needed to work with the Excel client.

Menu items at the CoPlanner Ribbon

Below is a list of all the available menu items:

Button Menu item Beschreibung
Server
/ Login / Logout

Like the Windows client the Excel client must be connected to the CoPlanner server. If the Login Dialogue does not appear automatically, select the menu item Login. After you have successfully logged in, the menu item Login will change to the menu item Logout When this option is selected, the connection will be separated from the CoPlanner server.

Options Via Options you get access to the Configuration options for the CoPlanner Excel Addin.

In this dialogue you can define/change settings for logon/logout, data updating, capture, representation and use of a CoPlanner templates for Excel Addin.

Connection Here you can define/change your connection settings for the CoPlanner Server
/ User- / PowerUser-Mode In the user mode you will have access to your own and shared reports in the Analyzer. in the power user mode you have additional access to the data sources.
Data
Refresh Here you can recalculate the data of the workbook.

The button is only visible if "Automatically Calculate" under options is disabled.

Analyzer The Analyzer represents the wizard which is used to define/composition of the desired data.

Here you have the possibility of createing a report.

Filter Use this button to open the dialogue for the filter administration.

Here you can define, change settings or delete filter for the current reporting solution.

Options
Formula assistent The CoPlanner formula assistant supports the user in creating a structure in the Excel client offering Excel client functions.
Delete formulas With this function either all CoPlanner specific formulas or all Excel formulas can be removed from the current workbook.

Select the option "only CoPlanner formulas" if only this or formulas that include CoPlanner functions should be removed. Select the option "All Excel formulas" when all Excel formulas should be removed from the worksheet.

Mail merge By selecting the menu item merge, the wizard for the mail merge will be started.
Layout
Autosize All column widths will be adjusted optimally to the actual content.

The button is only visible if "Automatically adjust column width" in Options is disabled.

Style sheets Here, different styles can be applied to the report.

Styles can only be applied to reports with analysis data.

Help
Portal Click here for the CoPlanner portal where you can find information and assistance to the CoPlanner products.
Info The CoPlanner Excel Client Info dialog provides information about the product. Furthermore, the current connection settings can be read from the CoPlanner server.



Ribbon

Retrieved from "https://copsupport.coplanner.com/help11_en/index.php?title=Excel_Client:Ribbon&oldid=15107"