---
title: "Using the Data View"
description: "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 to update and/or modify them when necessary."
source_url: https://support.lucanet.com/en/documentation/disclosure-management/data-view
language: en
last_updated: 2026-05-01
---
# Using the Data View

## 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.

> **Note:** The **Data view** function is only available for [programmed Excel files](https://support.lucanet.com/en/documentation/disclosure-management/work-with-msoffice/excel-files-disclmgmt.md).
>
> - 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 the following video, you can see how to use the data view 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

> **Note:** 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

To open the **data view**, proceed as follows:

1. In the [Dashboard](https://support.lucanet.com/en/documentation/disclosure-management/dashboard-disclmgmt.md), click the document that you wish to check.

    ![Opening a document from the Dashboard](https://support.lucanet.com/assets/docs-images/disclosure-management/data-view/_images/en/selectFile.png)
    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** the three dot icon of a chapter with a programmed MS Excel file and choose **Data view**:

    ![Opening the data view from the cockpit](https://support.lucanet.com/assets/docs-images/disclosure-management/data-view/_images/en/Kapitel_auswaehlen.png)
    Opening the data view from the cockpit

       - Click the info icon to open the [detail view for a chapter](https://support.lucanet.com/en/documentation/disclosure-management/cockpit-disclmgmt/chapter-detail-view.md) and then click **data view**.

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):

    ![Data view in Disclosure Management](https://support.lucanet.com/assets/docs-images/disclosure-management/data-view/_images/en/Rundungsansicht.png)
    Data view in Disclosure Management

> **Note:** - 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](https://support.lucanet.com/en/documentation/disclosure-management/work-with-msoffice/excel-files-disclmgmt/define-columns.md#columnname)).

## Colors and Symbols in the Data View

The cell colors and icons used in the **data view** 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 with explanations of the cell colors and icons used.](https://support.lucanet.com/assets/docs-images/disclosure-management/data-view/_images/en/legend-data-view.png)
Data view legend