Defining Outareas | Lucanet Knowledge Base

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Disclosure Management

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Creating and Editing Excel Files

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Names and Name Extensions in MS Excel

Creating and Editing Columns

Inserting Report Values in MS Excel

Defining Outareas

Programming References

Using Layouts in MS Excel

Inserting Tables From ESG Reports

Using the Area and Column Assistant

Creating and Editing Word Files

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Creating and Inserting Document Variables

Reviewing Layout Check Violations

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Glossary

Outareas in Disclosure Management provide the database for the tables in result documents and define the cell areas of an Excel table that can be used for exporting into a Word file. An Excel file can contain multiple Outareas.

Instead of creating outareas manually, you can also have them detected automatically using AI. See Using the Area and Column Assistant.

To detect and define outareas and columns using AI, you need at least the Advanced license.

The following rules apply to the names of outareas in Disclosure Management:

The name of

outareas

always begins with

outarea

Outareas

can

be extended by a name and a language addition. Name and language extensions are always preceded by an underscore (

), for example

outarea_P&L_en

All names that begin with

outarea

are interpreted as an outarea and can be inserted in MS Word.

In Office for the Web and Office Native, you create, move, and manage Outareas for Disclosure Management using the Mark Area task pane.

To create an Outarea in Office for the Web or Office Native:

In MS Excel, select the cells that are to define the new Outarea.

In the Excel ribbon, click Mark Area.

The Mark Area task pane opens on the right and the Outarea tab is displayed. The selected cell range is shown in the Selection area.

Shows the 'Mark Area' task pane of Disclosure Management with the area 'Create area', the tabs 'Outarea', 'Name column' and 'Period columns', the selection 'Tabelle1!H1', the '+ Add outarea' button and the outarea 'outarea' with 'Move to selection'. Highlighted in red is the 'Outarea' tab. — 'Outarea' tab in the 'Mark Area' task pane

On the Outarea tab, click + Add outarea.

A dialog is displayed. If applicable, enter a name extension in the outarea_ input field and, for multilingual documents, select a language code from the drop-down list. Then click Save.

Shows the 'Mark Area' task pane of Disclosure Management with the dialog for adding an outarea and the buttons 'Cancel' and 'Save'. Highlighted in red are the prefix 'outarea_', the field 'Name...' and the language code 'en'. — Defining the name extension and language for the Outarea

To move an Outarea in Office for the Web or Office Native:

Select the cells where an existing Outarea is to be moved to.

In the Excel ribbon, click Mark Area.

The Mark Area task pane opens on the right and the Outarea tab is displayed.

On the Outarea tab, next to the desired Outarea, click Move to selection.

The Outarea is moved to the selected cell range.

To rename or delete an Outarea in Office for the Web or Office Native:

In the Excel ribbon, click Mark Area.

The Mark Area task pane opens on the right and the Outarea tab is displayed.

On the Outarea tab, click the Outarea that you want to rename or delete.

Click

the

pencil icon

to rename the Outarea.

the

trash icon

to delete the Outarea.

Shows the 'Outarea' tab of the 'Mark Area' task pane in Disclosure Management with the outareas 'outarea_myoutarea_en' and 'outarea'. Highlighted in red are the pencil and trash icons next to 'outarea_myoutarea_en'. — Renaming or deleting an Outarea

After inserting a table from MS Excel in MS Word, the two files will be linked. If an Outarea is renamed or deleted, this link will no longer exist. Data from MS Excel will then no longer be displayed in the Word file.

In Office for Desktop, you create and move Outareas for Disclosure Management using the Excel ribbon or the Disclosure Management context menu.

To create an Outarea in an Excel file in Office for Desktop:

In MS Excel, select the cells that are to define the new Outarea.

You have two options for inserting an Outarea:

In the Excel ribbon, click

Insert

and choose

Insert outarea

from the menu.
\

Shows part of the Excel ribbon for Disclosure Management in Office for Desktop with the opened menu of the 'Insert' button and the entries 'Insert output range' and 'Insert additional output range'. Highlighted in red are the 'Insert' button and its menu. — Inserting an Outarea via the Excel ribbon

Open the context menu by right-clicking it and choose

Disclosure Management | Insert outarea

Shows the context menu in MS Excel with the entry 'Disclosure Management ...' and its submenus 'Insert output range' and 'Add LayoutRange'. Highlighted in red are 'Disclosure Management ...', 'Insert output range' and the command 'Insert output range'. — Inserting an Outarea via the context menu

If you're editing a monolingual document, the new Outarea will be inserted. If you're editing a multilingual document, the New Outarea wizard will be displayed:

Shows the 'New Output Range' dialog of Disclosure Management in MS Excel with the prefix 'outarea _', the field 'name', the opened drop-down list with the language codes 'de' and 'en', and the buttons 'Save' and 'Cancel'. — 'New Outarea' dialog

If applicable, enter a name extension for the Outarea in the outarea_ input field.

If necessary, select a language code from the drop-down list. The drop-down list displays the language codes for the document languages created so far.

Click Save.

If an Outarea already exists in an Excel file, the Insert additional outarea menu command will be displayed in the context menu of the Insert button and in the Disclosure Management context menu.

To move an Outarea in Office for Desktop:

Select the cells where an existing Outarea is to be moved to.

Open the Disclosure Management context menu by right-clicking it.

In the context menu, choose Disclosure Management | Move outarea.

Shows the context menu in MS Excel with the entry 'Disclosure Management ...' and its submenus 'Insert output range', 'Move output range', 'Delete output range' and 'Add LayoutRange'. Highlighted in red are 'Disclosure Management ...', 'Move output range' and the command 'Move outarea'. — Moving an Outarea

In Office for Desktop, the easiest way to delete and rename an Outarea is by using the Excel Name Manager. To do so, click Name manager in the Excel ribbon.

Shows part of the Excel ribbon for Disclosure Management in Office for Desktop with the areas 'Files', 'Name management', 'Cells' and 'Columns'. Highlighted in red is the 'Name manager' button. — Opening the Name Manager from the Excel ribbon

In the Name Manager, you can edit the name of an Outarea or delete an Outarea. You can find out more about working with the Excel Name Manager in Creating and Editing Names and Name Extensions in Excel.

After inserting a table from MS Excel in MS Word, the two files will be linked. If the name of the Outarea is changed via the Name Manager or the Outarea is deleted, the link will no longer exist. Data from MS Excel will then no longer be displayed in the Word file.