Dynamic Planning Sharing Excel Reports with People without a Dynamic Planning License Using Snapshots

Overview

Companies often need to produce reports electronically for consumption by people who do not have a license or live connection to Dynamic Planning. This capability is provided in Excel Reports with Snapshots. The Snapshot format removes all Spotlight formulas from the report and saves all the data values as regular numbers, and dimension members as regular text, in Excel. There is no option to refresh the snapshot report because it is now static, and it is saved in a separate workbook from your Excel Report.

Creating a Snapshot Report

In Practice

1. Open the Excel Report.

2. Ensure that the data is refreshed and correctly reflects what you want to save.

3. From the More menu, select More, Snapshot.

   

4. Give the new snapshot report a file name because it will be saved separately.

   

   After saving, the snapshot report will be on your screen so you can fine tune it before sharing it.