---
title: "Creating and Editing Excel Files"
description: "MS Excel files form the main basis for using report data from the source system. For report generation purposes, data from the MS Excel files can be embedded in MS Word files in such a way that the values in the report are updated automatically if the MS Excel data are updated, e.g. as a result of an additional data import. To that end, an MS Excel file can be assigned to every chapter of a Disclosure Management document in the Cockpit."
source_url: https://support.lucanet.cloud/en/documentation/disclosure-management/work-with-msoffice/excel-files-disclmgmt
language: en
last_updated: 2023-08-16
---
# Creating and Editing Excel Files

## Overview

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. To that end, an Excel file can be assigned to every chapter of a Disclosure Management document in the [Cockpit](https://support.lucanet.cloud/en/documentation/disclosure-management/cockpit-disclmgmt.md).

## Creating Excel Files

Excel files can be created in the **Cockpit** or in the detail view of a chapter. Alternatively, existing files located in the local file directory can be assigned to a chapter to create a new Excel file.

To create an Excel file for a chapter:

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Click **Cockpit** in the overview or click **Document** in the function bar.

Opening a document in Disclosure Management

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Click the **three dots icon** at the end of the desired chapter row.
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Choose **MS Excel | Add Excel file** or **MS Excel | Add external Excel file** from the context menu.

Creating a new Excel file

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MS Excel will open with a new workbook. As soon as you **Check In** the file, it will be displayed in the **MS Excel** column of the Cockpit.

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## Opening Excel Files

Excel files assigned to a chapter can be opened from the **Cockpit** for editing purposes.

To open an Excel file for a chapter:

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Click **Cockpit** in the overview or click **Document** in the function bar.

Opening a document in Disclosure Management

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You have two options for opening the file:
 - Click the desired file.
 - Click the **three dots icon** at the end of the desired chapter row and choose **MS Excel | Open Excel file** from the context menu:

Opening an Excel file from the Cockpit
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The file will open in MS Excel and can be edited using the **Excel ribbon**.

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## Editing Excel Files

Excel files can be edited using the **Excel ribbon**. The Excel ribbon provides specific functions tailored to Disclosure Management:

Excel ribbon for Disclosure Management

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The [Ribbons for Disclosure Management](https://support.lucanet.cloud/en/documentation/disclosure-management/work-with-msoffice/ribbons-disclosure-mgmt.md) chapter provides an overview of all the functions available in the Excel ribbon.
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Have you not installed the ribbons yet? Then go to the [Toolbox](https://support.lucanet.cloud/en/documentation/disclosure-management/basic-configuration-disclmgmt/install-disp-andribbon.md) of Disclosure Management and first install the **Excel ribbon**, the **Word ribbon**, and the **[Dispatcher](https://support.lucanet.cloud/en/documentation/glossary.md#dispatcher)**. The Dispatcher is responsible for communication between Disclosure Management and the MS Office files.
{% /warning-box %}