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Glossary

Using the Area and Column Assistant in Disclosure Management

Overview

The Area and column assistant of Disclosure Management uses AI to automatically detect outareas in MS Excel files, as well as their name, value, and programming columns, as an alternative to configuring them manually via the Mark Area task pane.

The Area and column assistant is available in Office for the Web and Office Native.

To use the Area and column assistant, you need at least the Advanced license.

Use the Area and column assistant button on the Excel ribbon to open the Area and column assistant task pane with the Outarea and Values tabs:

  • On the Outarea tab, the assistant detects table areas in the Excel spreadsheet.
  • On the Values tab, the assistant detects name, value, and programming columns within a selected outarea.

Starting the Area and Column Assistant in Disclosure Management

You start the Area and column assistant of Disclosure Management directly from the Excel ribbon:

Shows the 'Disclosure Management' tab of the Excel ribbon in Office for the Web with the areas 'Server', 'File', 'Copilot', 'Layout', 'Translations', 'Settings' and 'Help'. Highlighted in red is the 'Area and column assistant' button in the 'Copilot' area.
'Area and column assistant' button on the Excel ribbon

Detecting Outareas with the Area and Column Assistant in Disclosure Management

On the Outarea tab of the Area and column assistant, you can have outareas in the active worksheet detected automatically.

To detect outareas with the Area and column assistant:

1

Click Area and column assistant on the Excel ribbon.

The Area and column assistant task pane is displayed with the Outarea tab open.

Shows the 'Outarea' tab of the 'Area and column assistant' task pane in Disclosure Management with the area 'Padding' ('Top', 'Left', 'Right', 'Bottom'), the 'Detect outareas' button, the area 'Adjust outareas' with four detected outareas, for example 'outarea' with '$C$2:$H$58', and the 'Save assignment' button.
'Outarea' tab in the 'Area and column assistant' task pane
2

Optionally, in the Padding section, define a margin for detection (Top, Left, Right, Bottom fields; default value 0 for each).

3

Click Detect outareas.

The detected outareas are displayed in the Adjust outareas section.

4

Activate the checkboxes of the outareas that you want to keep. If necessary, adjust the cell range of a detected outarea (see Adjusting Detected Outareas).

5

Save the assignment.

Adjusting Detected Outareas

The following buttons are available for each detected outarea in the Adjust outareas section of the Area and column assistant:

ButtonDescription
Edit outareaOpens a dialog for renaming the outarea (prefix, name, language code). Saving also sets the outarea to the cell range currently selected in the worksheet.
Highlight the area in the worksheetHighlights the outarea's cell range in the Excel worksheet without changing it.
Move to selectionAfter a confirmation prompt, moves the outarea to the cell range currently selected in the worksheet.

Detecting Columns with the Area and Column Assistant in Disclosure Management

On the Values tab of the Area and column assistant, you can have the name, value, and programming columns for an outarea detected automatically.

To detect columns with the Area and column assistant:

1

In the Area and column assistant task pane, switch to the Values tab.

2

In the Outarea drop-down list, select the desired outarea.

3

Optionally, select the current period and the previous period.

4

Select the desired AI engine and start column detection.

The detected columns are displayed in the results list.

5

Save the assignment.

Saving is only possible once the results list contains at least one name, one value, and one programming column. If one of the three column types is missing, the assignment is not saved.

For more information on the column types, see Creating and Editing Columns and Defining Outareas.

This content was generated using AI and reviewed by Lucanet subject matter experts before publication.

Page IDKB3733922

Last updated on Aug 11, 2026

Table of Contents
OverviewStarting the Area and Column Assistant in Disclosure ManagementDetecting Outareas with the Area and Column Assistant in Disclosure ManagementAdjusting Detected OutareasDetecting Columns with the Area and Column Assistant in Disclosure Management
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