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    How to Design an Excel Report?
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    How to Design an Excel Report?

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    Article summary

    1. Open the desired Excel Report and begin by placing your cursor on the required cell and then click Design Manager.
    2. In the Design Manager interface, select a model from the Model drop-down.
    3. Click on POV and select a dimension from the Dimension list box.

    4. Click Update. You will see that the selected cell displays the dimension member along with a SpotlightMetadata formula. Additionally, the ribbon changes to reflect Design Manager and Refresh. The selected cell now contains a drop-down menu allowing the selection of a member from the Company dimension.
      ModelingImagesimage107.png

    5. Select the desired cell and click on Design Manager. Then, click on Data to set up a Data intersection and proceed by clicking Update.
      ModelingImagesimage108.png

    6. Observe the selected cell now displays #REFRESH, and contains a SpotlightData formula, as shown below.
      ModelingImagesimage109.png

    7. Click Refresh, and the data will be retrieved as displayed below.
      ModelingImagesimage110.png

    8. Change the cell format to a numeric format, such as the Accounting format. Click Refresh again. Your formatting selection will be retained.
      Warning:
      Avoid modifying the contents of SpotlightMetadata or SpotlightData formulas.
    9. Select the required cell and click Design Manager
    10. Select the required Dimension.
      ModelingImagesimage111.png

    11. Click Update. You will notice that the selected cell now displays the member from the Account dimension, and its content is a SpotlightMetadata formula.
      ModelingImagesimage112.png

      Note:
      There is no concept of Design mode and Run mode when using Excel Reporting. You work within a worksheet, such as Sheet 1, or multiple worksheets, where you can insert or view text, numbers, formulas, formatting, and SpotlightXL items with a live connection to the application and model in the cloud.
    12. Copy or move the contents of cell B1 to any other location within the worksheet. You can create multiple copies and format them as needed. The format remains intact upon clicking Refresh.
      Important:
      As it's easy to accidentally lose Spotlight formulas by typing over them and pressing Enter, Dynamic Planning safeguards cells containing them. The formula is not changed or deleted if you attempt to delete or overwrite a cell with a Spotlight formula. However, select two or more adjacent cells together to delete the Spotlight formula and press Delete. You can use Undo if a mistake occurs.
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