- 1 Minute to read
- Print
- DarkLight
- PDF
Purpose of Excel Reporting
- 1 Minute to read
- Print
- DarkLight
- PDF
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