Copying Spotlight Formulas from an Excel View or Report to Word - Summary

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

• Copy Formulas method, available in views and reports

• Design Word Report method, available in views only

1. 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.

   

2. Highlight the portion of the View or Report that you want to copy to Word.

   

3. 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-based Reporting.

   

4. Open Word and select the page that you want to paste the data into.

5. On the SpotlightWord ribbon, click Paste Formulas.

   

   The formulas are pasted into a table in the document.

   

6. On the SpotlightWord ribbon, click Refresh. The #REFRESH data cells are then filled in.

   If you have multiple pages and open documents with data from Dynamic Planning, you can use Refresh All Open Reports to refresh all pages and open documents at once. This is similar to how reports are refreshed in Excel-based Reports.

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

1. 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.

2. On the Data menu, select Design Report, Word Report.

   

3. 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.

   

4. Use Excel table commands to select, move, delete, and drag and drop elements to lay out the report.

5. To view the data, click Refresh.