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Glossary

Configuring an Excel File in Disclosure Management

Overview

In the Advanced settings of an Excel file in Disclosure Management, you can overwrite the Output format and Number formatting settings that are valid for all documents.

The advanced settings in an Excel file overwrite the settings defined in the Configure Document workspace.

Opening the Advanced Settings of an Excel File in Disclosure Management

How you open the advanced settings of an Excel file in Disclosure Management depends on the Office variant you use. In Office for the Web and Office Native, the user guidance and interface are identical.

Office for the Web and Office Native

In Office for the Web and Office Native, proceed as follows to open and configure the advanced settings:

1

Click Properties in the Excel ribbon.

The Advanced Settings open as a task pane on the right.

Shows the 'Properties' task pane of Disclosure Management with the area 'Advanced settings', the note 'Changes overwrite document-wide settings.', the options 'Overwrite output format', 'Overwrite number formatting' and 'Overwrite row assignment', the field 'Number of decimal places', the note 'Changes will only be applied after the next check in.' and the 'Apply' button.
Advanced settings as a task pane in Office for the Web and Office Native
2

Configure the desired settings (see Configuring Advanced Settings) and then click Apply.

Changes to the advanced settings only take effect after the Excel file is next checked in.

Office for Desktop

In Office for Desktop too, the advanced settings of an Excel file can be opened and configured from the Excel ribbon. To open and configure the advanced settings in Office for Desktop:

1

Click Properties in the Excel ribbon.

Shows part of the Excel ribbon for Disclosure Management in Office for Desktop with the areas 'Cells', 'Columns', 'Settings' and 'Layout'. Highlighted in red is the 'Properties' button.
Opening advanced settings from the Excel ribbon
2

The Advanced Settings dialog is displayed in MS Excel:

Shows the 'Advanced settings' window of Disclosure Management in MS Excel with the note 'Attention: Changes overwrite document-wide settings!', the options 'Overwrite output format', 'Overwrite number formatting' and 'Overwrite row assignment', the area 'Number format' with 'Decimal places', and the 'Apply' button.
Advanced settings of an Excel file
3

Configure the desired settings (see Configuring Advanced Settings) and then click Apply.

Configuring Advanced Settings in Disclosure Management

The following options are available in the advanced settings of an Excel file in Disclosure Management:

OptionDescription
Overwrite output formatThe output format of the Excel file can be set in the drop-down list (e.g. Million).
Overwrite number formattingDefines the formatting for values in the file and the number of decimal places used by Disclosure Management in its calculations.

When you activate the Overwrite number formatting check box, the option Decimal places in the Number formatting area will be unlocked and can be edited.

The preview will be adjusted as soon as you change the settings in the Number formatting area.

Overwrite row assignment

Disclosure Management recognizes the connection between periods and their values based on the set row assignment ( revenue from the current year and revenue from the previous year, for example).

The Row assignment is responsible for ensuring that periods (such as periods in the current year and the corresponding periods in the previous year) are displayed correctly in the Data View.

The following row assignments are available:

  • Programming: When the Programming row assignment is selected, Disclosure Management searches for identical programming, e.g. same accounts in the current and previous year. This type of row assignment properly matches the current to the previous year, especially when programming schedules in which the current period and the period being used for comparison are located in different rows.
Shows the example table 'Statement of changes in equity' with the programming areas 'prog_AJ' and 'prog_VJ' in Disclosure Management. An arrow shows that the current period and the previous period are matched to each other using the same programming, for example '#m16' and '#s16'.
Overwriting the row assignment using the 'Programming' method
  • Row position: Disclosure Management identifies the report values that belong together based on their Row position. If several values are located in the same row, they are regarded as belonging together. This type of assignment is used in tables in which the values of the current period and the comparison period are located in adjacent columns, regardless of the selected programming, for example. If two report values are located in the same row and have different programming, e.g. #s6 and #m6, Disclosure Management recognizes them as belonging together with the Row position row assignment.
Shows an example table with the value columns 'value_1_AJ', 'value_2_AJ', 'value_3_AJ' and 'value_3_VJ' and their programming in Disclosure Management. Highlighted is the programming of 'value_3_AJ' ('#s6' to '#s10') and 'value_3_VJ' ('#m6' to '#m9' and '#s10'), which are matched to each other by their row position.
Overwriting the row assignment using the 'Row position' method
  • Row label: Disclosure Management identifies the report values based on their Row label (= name_ column). If several values have the exact same label, they are regarded as belonging together. This type of assignment is very rare.

By default, the Programming row assignment is preset.

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

Last updated on May 1, 2026

Table of Contents
OverviewOpening the Advanced Settings of an Excel File in Disclosure ManagementOffice for the Web and Office NativeOffice for DesktopConfiguring Advanced Settings in Disclosure Management
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