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    Dynamic Planning: Using Excel Reporting
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    Dynamic Planning: Using Excel Reporting

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    • PDF

    Article summary

    Overview

    The links below are in sequential order so that you can get started quickly with Excel Reporting.

    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.

    1. Table formatting is used

    2. Conditional formatting is used

    3. Font is changed to Arial Rounded Bold

    4. Cell comments were added

    5. Number formatting varies per quarter

    6. Columns were inserted containing formulas and sub-totals

    7. Totals were moved to the bottom and right

    ModelingImagesimage92.png

    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

     

     

    Publishing to the cloud is supported


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