Inserting Outareas into a Word Document

Getting Started

Global Functions

Lucanet Lume

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

MS Office Variants

Ribbons for Disclosure Management

Creating and Editing Excel Files

Creating and Editing Word Files

Inserting Outareas into a Word Document

Using Text Values in MS Word

Using Layout Actions in MS Word

Inserting XBRL Tags

Inserting Texts From ESG Reports

Using Copilot for Disclosure Management

Working with Word References

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

Excel tables and the Outareas defined in them provide the data for the tables in the result documents. The Outareas created in MS Excel can be transferred to a Word document using the Word ribbon.

To transfer tables from Excel spreadsheets to Word documents, they must be part of an Outarea defined in the Excel file (see Defining Outareas).

How you insert the Outarea of an Excel table into a Word document depends on the selected MS Office variant.

To insert a table in Office for the Web and Office Native:

Open the desired Word file from the cockpit.

Place the cursor at the desired position in the Word document.

On the DM-Content tab of the Word ribbon, click Insert table/chart.

The Insert table task pane is displayed on the right:

The 'Insert table' task pane in Office for the Web, with the 'Document', 'Chapter', and 'Outarea' drop-down lists and the 'Use Excel number format' checkbox. — 'Insert table' task pane in Office for the Web and Office Native

Configure the options (see the following table) and then click Insert.

The Insert table task pane offers the following options in Office for the Web and Office Native:

Option	Description
Document	The document that contains the desired table.
Chapter	The chapter from which an Outarea is to be inserted into the Word document.
Outarea	The Outarea to be inserted into the Word document.
Use Excel number format	Applies the number format stored in the Excel file to the inserted table.
Insert	Inserts the selected Outarea into the Word document.

All further functions available in Office for Desktop will soon also be available in Office for the Web and Office Native.

In Office for the Web and Office Native, you can highlight the tables inserted into the Word document: on the DM-Content tab, click Set and select the Disclosure-Management-Tabellen or Nicht-Disclosure-Management-Tabellen entry. Use the Remove button to remove the highlight again (see Ribbons for MS Office for the Web).

To insert a table in Office for Desktop:

Open the cockpit.

Click the desired Word document in the cockpit or choose MS Word | Open Word file in the menu of the three dots icon:

Place the cursor at the desired position in the Word document.

In the Word ribbon, click Insert Table:

Displays the Word ribbon. The 'Insert table/Diagram' button is outlined in red. — Inserting tables and/or diagrams using the Word ribbon

The Table configuration dialog is displayed:

Displays the 'Table configuration' dialog. The dialog contains sample values for document, chapter, and Outarea. — 'Table configuration’ dialog

Configure the dialog (see following sections) and click Save.

The following options are available in Office for Desktop in the Table configuration dialog.

The following options are available in the Table configuration dialog in the Table overview area:

Name	Description
Document	The document that contains the desired table. The corresponding reference year is displayed in front of the name of the individual documents.
Chapter	The Chapter, from which an Outarea is to be inserted into a Word document. All chapters of the selected document to which an Excel file is assigned are displayed.
Outarea	Outarea to be inserted into the Word document. As soon as a chapter is selected, the Outareas available in the Excel file are listed in the Outarea drop-down list.
Insert table	Inserts the selected Outarea into the Word document.

The following options are available in the Table configuration dialog in the Layout configuration area:

Option	Description
No template	Default setting. No template is used for the table to be inserted.
Use template	Loads the values of the selected template and uses them for the current table.
Start from scratch	Table width: The absolute width of the table in cm, e.g. 15.5. Equivalent to the Preferred width table property in MS Word. Table indent: The indent the table in cm, e.g. 2. Equivalent to the Indent from left table property in MS Word. Double tab position: Moves the number in the table by the specified factor in order to ensure the numbers wrap around existing footnotes or brackets, for example. This value is specified in cm, e.g. - 0.2 would move the numbers 2 mm to the left. In the example below, negative numbers are written in brackets in MS Excel. This has resulted in the numbers no longer being positioned below one another (left-hand column). Entering a double tab in MS Excel will realign the numbers so they are below one another again (right-hand column).
Column width	Generic column widths: Combination of fixed and calculated column widths. For example, you can enter the widths for number columns and layout columns (in cm). The width of the name column is then calculated automatically. Number column width: Width of number column in cm; Layout column width: Width of layout column in cm. Fixed column width: Fixed column width in cm
Table alignment	Sets the alignment of the table.
Text wrapping relative to the table	Determines whether the surrounding text is wrapped around or placed as a new paragraph.
Cell margins	Opens the Padding options dialog, where you define the cell margins and the spacing between cells for all cells of the table (see section Options in the ‘Cell margins’ dialog).
Add as a template	Saves the current settings as a template.
Reset to default	Resets all settings to their default values.

Use the Cell margins button in the Layout configuration area to open a dialog where you define the cell margins and cell spacing for all cells of a template’s table. The values are saved at template level. The dialog contains the following options:

Option	Description
Default cell margins	Sets the inner spacing of the cells in centimetres (cm) – for Top, Bottom, Left and Right respectively. The default value is 0 cm in each case.
Allow spacing between cells	Enables the spacing between cells. Only when the checkbox is activated can a value for the spacing (in cm) be entered in the field below it. The option is deactivated by default.