Copying Spotlight Formulas

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Begin by opening and running the View or Report in SpotlightXL containing the data you want to copy to PowerPoint. Views are run from the Analyze menu. Reports are run from the Report menu.
Highlight the portion of the View or Report that you want to copy to PowerPoint.
Click the More menu, then Copy Formulas.
Open PowerPoint and select the slide that you want to paste the data into.
On the SpotlightPPT ribbon, click Paste Formulas.
The formulas are pasted in and semi-grouped together. Select, move, and resize the objects however you want them on the slide.
On the SpotlightPPT ribbon, click Refresh. The #REFRESH data cells are then filled in.

If you have multiple slides with data from Dynamic Planning, you can use the drop-down on the Refresh menu to select Refresh All Open Reports. This command refreshes the data in all slides in all open presentations. This is similar to how reports are refreshed in Excel Reports.

Using the Design With, PowerPoint Report method copies all metadata and data from the view into PowerPoint.

Begin by opening and running the View in SpotlightXL containing the data you want to copy to PowerPoint. Views are run from the Analyze menu.
On the Data menu, select Design With, PowerPointReport.
While the data is being copied, you see a status bar, such as this one.
When the operation is complete, PowerPoint displays the metadata and data points for the entire view. It may exceed the limits of the slide if you have a lot of cells in the view. Click SpotlightPPT on the menu bar to see the Spotlight for Office menu. Your menu options will reflect whether you are a Power, Contributor, or Reviewer user.
Use your mouse to select and drag and drop elements to lay out the report.
To view the data, click Refresh.

Users who have SpotlightXL views and reports can copy all or part of them to Word. There are two methods:

Begin by opening and running the View or Report in SpotlightXL containing the data you want to copy to Word. Views are run from the Analyze menu. Reports are run from the Report menu.
Highlight the portion of the View or Report that you want to copy to Word.
Click the More menu, then Copy Formulas.

Note:
Spotlight uses the power of user-defined functions to connect Excel, PowerPoint, and Word to Dynamic Planning. All data and metadata from Dynamic Planning are represented in formulas, just as they are with Excel Reporting.
Open Word and select the page that you want to paste the data into.
On the SpotlightWord ribbon, click Paste Formulas.
The formulas are pasted into a table in the document.
On the SpotlightWord ribbon, click Refresh. The #REFRESH data cells are then filled in.
If you have multiple slides with data from Dynamic Planning, you can use the drop-down on the Refresh menu to select Refresh All Open Reports. This command refreshes the data on all pages in all open documents. This is similar to how reports are refreshed in Excel Reports.

Using the Design With, Word Report method copies all metadata and data from the view into Word.

Begin by opening and running the View in SpotlightXL containing the data you want to copy to Word. Views are run from the Analyze menu.
On the Data subtask, select Design With > Word Report.
When the operation is complete, the metadata and data points for the entire view are placed into a table within the margins of the document. It may be a huge table if your view is large. Click SpotlightWord on the menu bar to see the Spotlight for Office menu. Your menu options will reflect whether you are a Power, Contributor, or Reviewer user.
Use Word table commands to select, move, delete, and drag and drop elements to lay out the report.
To view the data, click Refresh.

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