Installing the CFP Add-In for Excel 365

Getting Started

Global Functions

Administration

Extended Planning & Analysis (xP&A)

Consolidation & Financial Planning

User Interface of Lucanet Consolidation & Financial Planning

General Functions

Basic Configuration

Dashboards

Reporting & Analyzing

Import and Journals

Planning

Consolidation

Dimensions

Excel-Integration

Lucanet.Excel-Reporting

CFP Add-in for Excel 365

Installing the CFP Add-In for Excel 365

Querying Data from Lucanet

Transferring Data from MS Excel to Lucanet

Troubleshooting Guide

Migrating From Integrated Excel.Add.-in to CFP Add-in for Excel 365

Workspace Configuration

ESG Reporting

Disclosure Management

XBRL Tagger

Lease Accounting

Banking & Cash Management

Data Collection

Tax Compliance & Reporting

Glossary

To be able to work with the CFP Add-in for Excel 365, you first need to install the add-in in MS Excel. After having successfully installed the add-in, you can connect the add-in to your Lucanet database.

The Lucanet CFP Add-in for Excel can only be used with the Consolidation & Financial Planning solution in the Lucanet CFO Solution Platform.

The add-in cannot be used with Lucanet.Financial Client.

To install the CFP Add-In for Excel 365 from the Excel Add-Ins Store:

Open MS Excel (in your browser or locally).

On the Excel ribbon menu, open the Home tab.

Open the Add-ins drop-down menu and search for the Lucanet CFP Add-in for Excel 365.

Click Add to add the add-in.

After the installation, the add-in is displayed as a new ribbon menu in MS Excel:

If you do not have access to the Excel Add-In Store due to your company's security settings, you can also install (or have installed) the CFP Add-In for Excel 365 via centralized deployment.

In this case, you can download a current manifest file for the CFP Add-In for Excel 365 here and forward it to your IT administration, who can then install the add-in for you.