Using Spotlight for Office in Word

The menu ribbon changes based on what you are doing with the document and data. Here are three variations of the SpotlightWord menu.

Once you have copied data from a SpotlightXL View or Report into Word, you are ready to work with the Spotlight menu ribbon.

Understanding the Spotlight Menu Ribbon

Refresh, Refresh All Open Reports - Connects to the Dynamic Planning data source and retrieves the data value for each cell on the current page. Each cell is defined by a member intersection, which you can view with the Design Manager or Metadata Manager. You can update all data for all pages in all open documents by selecting Refresh All Open Reports.

Design Manager - Opens the Design Manager box and displays the member intersection or dimension information for the current cell selected. If the current cell is a data item, Design Manager displays the model and all the dimensions and members that describe the data. If the current cell is a dimension or member name, Design Manager displays the model, dimension, and member name.

In Design Manager, you can change all non-POV dimension members associated with the current cell. Click the Member Select icon next to the current value, select a new member, and click Select.

Number Format - Opens the Format Cells box and lets you select a formatting style for the selected data cells containing numbers, similar to the options in Excel. To change the format, select the category of number format you want, specify options, and click OK.

Copy Formulas - Copies the metadata and data formulas associated with the selected cell(s) to the Clipboard. These formulas can then be pasted into another page or document in Word, into SpotlightXL, or into SpotlightPPT.

Paste Formulas - Pastes the metadata and data formulas from the Clipboard to the current page in SpotlightWord.

Select Data - Specifies the range of data items to be used in a chart.

Edit Data in Excel - Allows you to use the Excel interface to paste in the cells from Spotlight that will be used in a chart.

Insert - Opens a file selection box where you can select an Excel workbook to embed into the document. If the workbook contains Spotlight formulas, you can Refresh the data.

Once a workbook is embedded, the Edit menu item appears.

Edit - Opens Excel where you can edit an embedded workbook.

This menu item appears only after you have Inserted an embedded workbook.

Publish - Opens a list box of report templates that you can use to publish the document to the Dynamic Planning cloud.