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Dynamic Planning: Using Excel Reporting
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Overview
The links below are in sequential order so that you can get started quickly with Excel Reporting.
Setting Up Excel Reporting (required)
Overview of Excel Reporting (required)
Setting Up Excel Reporting Security (required)
Creating Excel Reports (required)
Publishing and Opening Excel Reports (required)
Sharing Excel Reports with People without a Dynamic Planning License using Snapshots (optional)
Using Substitution Variables and Expressions with Excel Reports (optional)
Refreshing and Formatting Excel Reports (required)
Setting Up an Assumptions Worksheet (optional)
Excel Reporting Income Statement Example (optional)
Excel Reporting Best Practices (recommended)
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
Sample Report
The following example contains data and members from a model along with Excel formatting.
Table formatting is used
Conditional formatting is used
Font is changed to Arial Rounded Bold
Cell comments were added
Number formatting varies per quarter
Columns were inserted containing formulas and sub-totals
Totals were moved to the bottom and right
Excel Reporting Comparison to Views and Reports
The table below highlights the similarities and differences between views, reports, and Excel Reports.
View | Report | Excel Report |
Interactive query and analysis | Formatted report with restrictions on page, row, and column axes placement | Formatted report with no restrictions |
Excel and web interface | Excel and web interface | Excel interface |
No formatting | Support for most commonly used formats | Support for a wide variety of Excel formats |
Reference data from one model | Reference data from multiple models | Reference data from multiple models |
| Support for substitution variables | Support for substitution variables |
Save data to a single model | Save data to multiple models | No saving of data |
Runs calculation process | Runs calculation process | No running of calculations |
Drill Through data is supported | Drill Through data is supported | Drill Through data is not supported |
Model and dimension security are supported | Model and dimension security are supported | Model and dimension security are supported |
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| Publishing to the cloud is supported |