Inserting Tables From ESG Reports

Getting Started

Global Functions

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

Ribbons for Disclosure Management

Creating and Editing Excel Files

Mode of Excel Files

Configuring an Excel File

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

Creating and Editing Word Files

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

In order to use data collected with Lucanet ESG Reporting in Disclosure Management reports, a separate option is provided in the Excel ribbon. This allows tables from previously imported ESG reports to be inserted in an Excel file easily and conveniently.

In order to use ESG data in Disclosure Management documents, the columns of the Excel file must be configured and the output area for display in MS Word must be defined accordingly.

Optionally and if necessary, the values can be adjusted in the data view .

To insert an ESG table from an imported ESG Report into MS Excel:

Click Insert ESG table in the Excel ribbon.

The 'Insert ESG table' command in the Excel ribbon

The Insert ESG table dialog is displayed in MS Excel:

From the drop-down list that appears, select the Table from ESG Reporting that you want to insert into the Excel file.

If necessary, activate the Automatically assign Disclosure Management Columns check box.

You can use this option to define whether name columns and programming and value columns should be assigned automatically. As soon as you activate automatic row assignment, you can also assign periods to the columns in the table. The result of this option is as follows:

The first column is defined as the

name column

The columns in the table are defined as

value columns

for the specified period.

The

programming columns

are inserted into the table on the right.

If necessary, activate the Automatically extend dynamic tables check box. With this option, the table is automatically extended by the specified number of rows. You can use this option, for example, to have placeholders for additional data in the Excel table so that you do not have to manually expand the table later.

Click Insert.

The table is inserted. Depending on the activated options, column types are automatically defined (see step 4) and/or additional rows are inserted (see step 5).

The questions of the ESG reports that were

imported

for the opened document are available for selection.

For each question in an ESG report, a

separate

Excel file must be created.

As soon as you click

Insert

, all data that may have been present in the Excel file will be overwritten.

The

Table Type

indicates whether it is a static or a dynamic table from ESG Reporting.

This function is used to insert

values

from ESG tables. To insert

text-only responses

from a questionnaire into a report in Disclosure Management, the

Insert ESG text value

function is available in the

Word ribbon

. For more information on inserting text values from ESG reports, see

Inserting Texts from ESG Reports

If you have not activated the Automatically assign Disclosure Management Columns option when inserting an Excel table (see step 4 in the Inserting an ESG Table section), you must then define the columns of the Excel table (i.e. the name column, the value column(s), the programming column(s), and optionally the footnote columns). To do this, proceed as described in the section Creating and Editing Columns.

The columns of an Excel file into which data from an ESG table has been inserted are structured as follows:

Shows the columns of an Excel file after the data of an ESG table has been inserted. The name column, the value columns and the programming columns are outlined in red. — Columns of an Excel file after inserting an ESG table

In order to display the values that have been inserted from an ESG report in a Word file, you must define the cell ranges as an Outarea. Proceed as described in Defining Outareas.

Last updated on Aug 16, 2023

Inserting Tables From ESG Reports

Overview

Inserting an ESG Table

Defining Columns

Defining Outareas

Overview

Inserting an ESG Table

Defining Columns

Defining Outareas

Table of Contents

Company

Legal Notice

Inserting Tables From ESG Reports

Overview

Inserting an ESG Table

Defining Columns

Defining Outareas

Table of Contents

Related Articles

Company

Legal Notice