Using Layout Actions in MS Word

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

With the help of layout actions, you can apply a layout you have defined in Lucanet Disclosure Management’s layout robot to an Excel worksheet that you want to insert in Word.

By saving a layout robot, you can use layout actions in MS Excel and MS Word to give your tables a uniform design. Use the Configure document option to assign a layout robot to a document.

How you open layout actions depends on the selected MS Office variant. The subsequent configuration of the layout action is identical in all variants (see section Configuring Layout Actions).

To use layout actions in Office for the Web and Office Native:

In the Word document, position your cursor in the table to which you want to apply layout actions.

On the DM-Content tab of the Word ribbon, click the Layout Actions zuweisen button.

The Layout Actions zuweisen task pane is displayed on the right:

The 'Layout Actions zuweisen' task pane in Office for the Web, with the 'General' and 'Parameter' areas and the column-width options. — 'Layout Actions zuweisen' task pane in Office for the Web and Office Native

Configure the layout action (see Configuring Layout Actions), then click Save.

To use layout actions in Office for Desktop:

In the Word document, position your cursor in the table to which you want to apply layout actions.

Go to the Word ribbon and click the Insert layout actions button.

Open the ‘Layout Action’ dialog from the Word ribbon

The Layout Action dialog is displayed in MS Word:

Configure the layout action (see Configuring Layout Actions), then click Apply.

The following configuration options apply to all MS Office variants – Office for the Web, Office Native, and Office for Desktop. The example screenshots in this section are taken from Office for Desktop.

The following options are available in the Layout Action dialog:

Displays the 'General' area of the 'Layout Actions' dialog — 'General' area in the 'Layout Action' dialog

In the General section of the Layout Action dialog, you can select and configure the table layouts defined in the layout robot.

Option	Description
Layout Action	Click the corresponding table in the Word document and select the required layout from the drop-down list. Note: If there are no entries in the Layout Action drop-down list, you will first need to assign a layout robot to your document under Configure document.

The screenshot displays the 'Parameter' area of the 'Layout Action' dialog. — 'Parameter' area in the 'Layout Action' dialog

In the Parameter section of the Layout Action dialog, you can edit the properties of the table. The following options are available:

Option	Description
Table width	The absolute width of the table in cm, e.g. 15.5. Equivalent to the Preferred width 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. You can find an example at the bottom of the table.
Table indent	The indent of the table in cm, e.g. 2. Equivalent to the Indent from left table property in MS Word.
First layout column	Numerical value indicating which column should be treated as the first layout column. Layout columns are empty columns created between value columns in MS Excel. Layout columns are used purely for aesthetic reasons. If a column does not contain any content and its width is <= 0.5 px, the layout robot will register it as a layout column.
First double tab column	Numerical value indicating which column should be the first to include a double tab.
Do not separate paragraphs	Prevents paragraph breaks in the table, ensuring it stays together as intended.
Invert zebra	Inverts the pattern of alternating colors used in a table (e.g. each white column is followed by a gray one, etc.).
Do not apply double tab to percentage values	The position of the double tab entered under the Double Tab position option is not applied to percent values.

Example for the Double tab position option: 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):

In two columns, 6-digit numbers are displayed in cells one below the other. Both numbers are the same, the lower number is placed in brackets. In the left column, the numbers are not aligned with each other. In the right-hand column, the numbers are aligned one below the other. — Using a DoubleTab to align numbers one below the other in MS Word

Displays the 'Columns' area of the 'Layout Action' dialog. The 'Use generic column widths' tab is displayed in the dialog. — 'Use generic column widths' in the 'Layout Action' dialog

Displays the 'Columns' area of the 'Layout Action' dialog. The 'Use fixed column widths' tab is displayed in the dialog. — 'Use fixed column widths' in the 'Layout Action' dialog

In the Columns section of the Layout Action dialog, you can edit the column widths of the selected table. The following options are available:

Option	Description
Use 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. This value is specified in cm. Alternatively, you can use an Auto column; the column width will then be calculated automatically based on the value you enter in the other column. Note: You can use generic column widths if your table regularly alternates between column types, e.g. Name column, Layout column, Value column, Layout column, value column, etc.
Use fixed column widths	Use this option to define fixed column widths. Note: You can use fixed column widths if you don’t want your columns to alternate regularly, e.g. if you want several Name columns next to each other. When using fixed column widths, you will need to enter the width of each column in turn, in cm. Each width should be separated with a semi-colon, e.g. 0.3#1.2#2.0#3#4.1.

Option

Description

Use generic column widths

Combination of fixed and calculated column widths. For example, you can enter the widths for

number columns

and

layout columns

(in

). The width of the name column is then calculated automatically. This value is specified in

. Alternatively, you can use an

Auto

column; the column width will then be calculated automatically based on the value you enter in the other column.

Note:

You can use

generic column widths

if your table regularly alternates between column types, e.g. Name column,

Layout

column,

Value

column,

Layout

column,

value

column, etc.

Use fixed column widths

Use this option to define fixed column widths.

Note:

You can use

fixed column widths

if you don’t want your columns to alternate regularly, e.g. if you want several Name columns next to each other. When using fixed column widths, you will need to enter the width of each column in turn, in cm. Each width should be separated with a semi-colon, e.g.

0.3#1.2#2.0#3#4.1

A separate layout robot can be stored for each document in Lucanet Disclosure Management.

To assign a layout robot to a document, you must open the Configure document workspace and add a layout robot in the Layout Robot settings area (see also Configuring a Document).

This is also where you can use the icon to save an already assigned layout robot locally, e.g. to use it in another document.

Shows the 'Configure document' workspace. The 'Layout Robot settings' area is displayed. The options for the layout robot are outlined in red. — Assign, save, or delete layout robots

Last updated on Aug 16, 2023

Using Layout Actions in MS Word

Overview

Opening the Layout Actions Assistant

Office for the Web and Office Native

Office for Desktop

Configuring Layout Actions

Overview

Opening the Layout Actions Assistant

Office for the Web and Office Native

Office for Desktop

Configuring Layout Actions

General

Parameter

Description

Columns

Table of Contents

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Table of Contents

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