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Glossary

Using the Data View in Disclosure Management

Overview

In Lucanet Disclosure Management, the data view is used to review report values (including details like history, comments, and validation) that have been imported from a source system and adjust them when necessary.

Discrepancies can occur when report values are imported in cents and results are displayed in thousands, for example. In such cases, cent values (which are rounded to the nearest thousand) differ from the original values. The data view makes it possible to correct these deviations manually.

The Data view function in Disclosure Management is only available for programmed Excel files.

  • An MS Excel file is classed as programmed if it has a Name column, at least one Values column, and at least one Programming column, and at least one cell is programmed into the Programming column.
  • If the Programming column is empty, the MS Excel file is not classed as programmed.

Video: Using the Data View in Disclosure Management

In the following video, you can see how to use the data view in Disclosure Management and adjust values:

Video — https://player.vimeo.com/video/1020582227?muted=true&autoplay=false&loop=false&playsinline=true&controls=true&portrait=false&byline=false&title=false

The video also offers Spanish and German subtitles. To enable subtitles, click the CC button in the bottom-right corner, then use the gear icon (Settings) to select Español or Deutsch.

Opening the Data View in Disclosure Management

To open the data view in Disclosure Management:

1

In the Dashboard, click the document that you wish to check.

Shows the Dashboard of Disclosure Management with the document list and the columns 'DOCUMENT NAME', 'DUE DATE' and 'CREATION DATE'. Highlighted in red are the documents 'Report 2024' and 'My First Doc'.
Opening a document from the Dashboard
2

To open the data view for a chapter, select one of the following options:

  • Click the three dots icon Three dots iconof a chapter with a programmed MS Excel file and choose Data view:
Shows the context menu of a chapter in the Cockpit of Disclosure Management with the entries 'Data view', 'MS Word', 'MS Excel', 'Change status' and 'Delete chapter'. Highlighted in red are the three dots icon and the 'Data view' entry.
Opening the data view from the cockpit
3

The data view will display all the cells with report values from the MS Excel file associated with the chapter. The data view will be displayed as follows (for example):

Shows the 'Data View for Chapter A.1' in Disclosure Management with the fields 'Values to be shown', 'Periods to be shown' and 'Output format', the options 'Show exact value' and 'Apply condition to hide for all', the 'Legend' button, and a table with the rows 'Segment A' to 'Segment E' and 'Total', the value columns '2024 AJ' and '2024 VJ', and the column 'Condition to hide'.
Data view in Disclosure Management
  • The data view always displays all the rows programmed in the programming column of the MS Excel file in question.
  • To display a value column in the data view with its column name from MS Excel, the cell that contains the column name must be configured accordingly (see Creating a Value Column).

Colors and Symbols in the Data View of Disclosure Management

The cell colors and icons used in the data view of Disclosure Management indicate the type of values in a given report. The basic value types are:

  • Automatic values: values imported from the source system
  • Manually entered values: values entered manually by the user

Explanations of the colors and icons used can be opened by clicking the Legend button:

Shows the 'Data view legend' dialog in Disclosure Management with the areas 'Explanation of cell color' (for example 'Imported value', 'Manually entered value', 'Imported value that was manually overwritten', 'Calculated total value', 'Referenced value from another report'), 'Explanation of highlighting' ('Unsaved changes'), 'Explanation of markings' ('Value with comment' and two markings for values overwritten by another import) and 'Explanation of validation icons' ('Valid value', 'Invalid value').
Data view legend

This content was generated using AI and reviewed by Lucanet subject matter experts before publication.

Last updated on May 1, 2026

Table of Contents
OverviewVideo: Using the Data View in Disclosure ManagementOpening the Data View in Disclosure ManagementColors and Symbols in the Data View of Disclosure Management
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