---
title: "Inserting Report Values in MS Excel"
description: "Lucanet Disclosure Management provides the Programming Wizard for inserting report values in MS Excel files. This allows previously imported report values to be inserted in an MS Excel table easily and conveniently."
source_url: https://support.lucanet.cloud/en/documentation/disclosure-management/work-with-msoffice/excel-files-disclmgmt/insert-values
language: en
last_updated: 2023-08-16
---
# Inserting Report Values in MS Excel

## Overview

Disclosure Management provides the **Programming Assistant** for inserting report values in Excel files. This allows previously imported report values to be inserted in an Excel table easily and conveniently.

{% warning-box %}
Data to be used from an **ESG report** created with [Lucanet ESG Reporting](https://support.lucanet.cloud/en/documentation/esg-reporting.md) are inserted into an Excel file using a separate function in the **Excel ribbon**. How to do this is described in the chapter [Inserting Tables From ESG Reports](https://support.lucanet.cloud/en/documentation/disclosure-management/work-with-msoffice/excel-files-disclmgmt/insert-data-from-esg-reports.md).
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## Inserting Report Values

To insert report values from a [Data Import](https://support.lucanet.cloud/en/documentation/disclosure-management/import-data-disclmgmt.md) in MS Excel:

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Double-click a cell in a **value column** or **programming column**. The **Programming Assistant** will then be displayed in MS Excel:

'Auto Programming' tab in the Programming Wizard in MS Excel

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Configure the **Selected Column** and **Data Source** drop-down lists.
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If necessary, enter a character string in the **Filter** input field to filter the list of report values.
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In the **Alias** column of the list of report values, activate the check box of the value that you want to carry over to the Excel file.
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Click **Adopt**.

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In the Excel ribbon, click **Check In** to apply the changes in Disclosure Management.

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You should be aware that the **programming columns** in the Excel file might be on top of each other for the current year and previous year. When using the programming column, it is therefore important to ensure that the desired column is set in the **Selected Column** drop-down list before inserting report values.
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## Using the Programming Assistant

On the **Auto Programming** tab, the imported values are assigned to cells in the Excel file in Disclosure Management.

The following options are available on the **Auto Programming** tab:

#### Selected Column

Depending on whether you have opened the Programming Assistant via a value column or programming column, the value columns or programming columns available in the Excel file will be shown to you for selection in the **Selected Column** drop-down list.

#### Filter

Filter value for the report data. The specified filter will be applied across all four columns, meaning you can also search for texts, names, or even individual values.

#### Data Source

Data source from which report values are to be carried over.

#### List of report values

Once all the settings have been configured, a list will be displayed with all the report values that can be inserted in the Excel file:

##### Alias

The **Alias** column displays the account numbers or item numbers from the data source or [Data Import](https://support.lucanet.cloud/en/documentation/disclosure-management/import-data-disclmgmt/configure-and-define-data-import-disclmgmt.md).

Activate the check box of the value(s) that you want to carry over to the Excel file.

#### Preview

The selected report values are displayed here as a **preview** along with

- their name (account/item numbers from the alias column),
- their value,
- and the programming in the programming column.

#### Clear

Clears the preview and, after clicking **Adopt**, also clears the value and programming in MS Excel.

#### Adopt

Adopts new/changed programming in the Excel file.

- After clicking **Adopt**, a semicolon followed by the selected alias (e.g. **;10100230**) will be entered in the programming column. The value of the selected alias will be entered in the value column. With immediate effect, the current report value of this account/item number will always be displayed in the corresponding value column.

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To apply the changes in Disclosure Management, the Excel file must be subsequently checked in.
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## Unknown Item Numbers

If an item number that does not exist in the current data import is addressed in the programming column, this will be highlighted in red and labeled as **Unknown** in the Programming Assistant.

An unknown item number is displayed in the Programming Assistant.

If this item number is present again in a later data import, the corresponding report value will be displayed as normal. For example, this may be the case when zero values are not imported.

As soon as the report value of the item number is no longer zero in a later import, it will be displayed in the Programming Assistant along with its name, value, and data source.