Copying Spotlight Formulas to Word using Copy Formulas

Article summary

Did you find this summary helpful?

Thank you for your feedback

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.
Highlight the portion of the View or Report that you want to copy to Word.
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.
Open Word and select the page that you want to paste the data into.
On the SpotlightWord ribbon, click Paste Formulas.
The formulas are pasted into a table in the document.
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.

Was this article helpful?