Working with MS Office Files

Getting Started

Global Functions

Administration

Extended Planning & Analysis (xP&A)

Consolidation & Financial Planning

ESG Reporting

Disclosure Management

The Lucanet Disclosure Management User Interface

All Steps at a Glance

Basic Configuration

Dashboard

Configuring a Document

Cockpit

Creating and Editing Chapters

Creating and Editing Periods

Importing Data

Working with MS Office Files

Ribbons for Disclosure Management

Creating and Editing Excel Files

Creating and Editing Word Files

Versioning and Recovery of MS Office Files

Creating and Inserting Document Variables

Creating and Editing Validations

Using the Data View

Using the XBRL Tagger

Creating Result Document

Rolling Forward or Copying a Document

Editing Documents in the XBRL Tagger

XBRL Tagger

Lease Accounting

Banking & Cash Management

Data Collection

Tax Compliance & Reporting

Glossary

In Disclosure Management, Word and Excel files play a key role, firstly for importing data and secondly for creating a business report:

Excel files

form the main basis for using report data from the source system. For report generation purposes, data from the Excel files can be embedded in Word files in such a way that the values in the report are updated automatically if the Excel data are updated, e.g. as a result of an additional data import.

More information on this can be found in

Creating and Editing Excel Files

Word files

play a key role in Disclosure Management when it comes to creating a business report. The final result document is built using them. In Word documents, the Excel tables maintained in Disclosure Management are published with their report values. Word documents are also used to make the corporate design and texts available for the desired result document.

More information on this can be found in

Creating and Editing Word Files

In the Cockpit, an Excel file and/or Word file can be assigned to each chapter of a Disclosure Management document. In addition to standalone Word files, content can be reused across reports via Word references.

When working with MS Office documents, you can use functions in specific ribbons for MS Excel and MS Word. The functions provided in the ribbons are perfectly adapted for use in conjunction with Lucanet Disclosure Management. More information on this can be found in Ribbons for Disclosure Management.

Last updated on Aug 16, 2023

Working with MS Office Files

Overview

Overview

Table of Contents

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Legal Notice

Working with MS Office Files

Overview

Table of Contents

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