Purpose of Excel Reporting

With Excel Reporting, you can leverage the full set of formatting options that are natively available in Excel. You now have the best of both; the power of Dynamic Planning and added flexibility of Excel.

Use Excel Reporting when your model contains pertinent data that you want to use with a wide variety of Excel features to format an Excel Report, such as an Income Statement or Balance Sheet. With Excel Reporting, you can design and customize the worksheet as a report and place data and members from the model into the report freely. Data is updated from the cloud upon Refresh.

With Excel Reporting, users can:

• Reference the data from Dynamic Planning into Excel

• Design and run reports from Excel

  • Use a wide variety of Excel features for formatting the reports

  • Leverage Excel formulas, formatting, graphs, and other features

• Publish the Excel workbook to Modeling

  • Publish (or upload) the workbook for collaboration

  • Open (or download) the workbook

• Refresh data

  • Only data cells from Dynamic Planning are refreshed

  • Excel formulas and formatting options are retained as is during the refresh process