New in Excel Client 2.0

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The CoPlanner Excel client can display, prepare and adapt data directly from CoPlanner tables and cubes in Microsoft Excel. MS Excel acts here as a front end. The new version 2.0 combines proven features with enhanced analytical capabilities:

  • The integration has been improved with the new version, for example, the entire styles can be taken from the CoPlanner.
  • The menu is displayed on the Ribbon, and allows a user-friendly navigation.
  • Individual CI / CD-oriented templates can be defined and used as a reporting and analysis template.
  • Two different modes for reporting will be offered:
    • In the dynamic mode, ad hoc reports from the CoPlanner Analyzer can be generated 1:1 in Excel, which can then be modified with the CoPlanner Analyzer.
    • In the formula mode intuitive formula-based reports can be created with the new CoPlanner own formula designer, which can exploit the full functionality of Excel.
  • With the function "Mail Merge" reports can be individually defined and exported as a series.
  • The enhancement of the existing Excel functions allows a simple formula generation and a more meaningful reporting.

For a detailed description of the new Excel client, click here.

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