Names and Name Extensions in MS Excel | Lucanet Knowledge Base

Documentation

Getting Started

Global Functions

Lucanet Lume

Administration

Data Hub

Consolidation & Financial Planning

Lease Accounting

Extended Planning & Analysis (xP&A)

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

MS Office Variants

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

Using the Area and Column Assistant

Creating and Editing Word Files

Versioning and Recovery of MS Office Files

Creating and Inserting Document Variables

Reviewing Layout Check Violations

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

Tax Compliance & Reporting

Banking & Cash Management

Data Collection

Glossary

To enable automatic insertion and updating of values in Excel files and interaction between MS Office files, names and/or name suffixes must be assigned to specific columns, cells and cell ranges in MS Excel. Names and name suffixes are used to link MS Word with Excel spreadsheets.

You can easily insert and edit names and name suffixes for Disclosure Management using the Excel ribbon.

In this chapter, we demonstrate the importance of names in Excel files and how to insert and edit names.

The following table shows the names that must or may be present in an Excel file in Disclosure Management so that the corresponding values and information are automatically inserted and/or updated in the Excel file:

Name	Description
outarea	Outarea for the export to Word. Outareas represent the data basis for the tables in result documents.
name_1	Defines a name column. The name column is a mandatory column. It contains the row labeling (i.e. the names of the individual report values).
value_ sequential number_period ID	Defines a value column. A value column contains the report values of the current document. In columns that are defined as value columns, the values are inserted or updated after each data import and when the Excel file is updated.
prog_ sequential number_PeriodID	Defines a programming column. The programming column is responsible for programming the contents of the column value_. For example, it contains item numbers from the source system and other information for calculating the corresponding value columns.
footnote_ sequential number_period ID	Defines a footnote column. The footnote column can be used to add footnotes to values of Excel files, which are then displayed in the Outareas in Word documents.
sn_duedate	Due date of the document. You can find additional information on variables under Inserting Document Variables.
sn_year	Reference year of the document, e.g. 2024. You can find additional information on variables under Inserting Document Variables.
sn_prevyear	Previous year of the document, e.g. 2023. You can find additional information on variables under Inserting Document Variables.

The following conditions for names and name suffixes must be observed when programming in MS Excel for Disclosure Management:

In MS Excel, different cells, cell ranges and columns must be assigned unique names.

When using names in MS Excel, you must observe the distinction between upper and lower case letters.

Disclosure Management uses sequential numbers when assigning names, as MS Excel does not allow identical names. This is particularly important when names are entered manually by the user in Excel.

Cells and columns can be assigned several names simultaneously in Excel (e.g. a column defined as

value_1_CURRENTYEAR01

and as

value_1_PREVIOUSYEAR01

). However, only one name is displayed when the column is selected in alphabetical order.

While it is possible to program on multiple worksheets, we recommend minimizing the number of worksheets for performance reasons.

In Office for the Web and Office Native, you create names for Disclosure Management using the Mark Area task pane. The task pane contains a tab each for Outarea, Name column, and Period columns.

Instead of creating outareas and columns 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.

Shows the 'Mark Area' task pane of Disclosure Management with the area 'Create area', the tabs 'Outarea', 'Name column' and 'Period columns', the selection 'Y8:AC12', the '+ Add outarea' button and the outareas 'outarea' and 'outarea_outarea_en' with the edit and delete icons. — Task pane for creating and editing outareas and columns

You can find detailed instructions for the individual tabs in Defining Outareas (Outarea tab) and in Creating and Editing Columns (Name column and Period columns tabs).

Changes to names have a direct impact on programming or links in MS Word. If, for example, the name of the Outarea (outarea) is changed, the Outarea must be reinserted in MS Word.

In Office for the Web and Office Native, you edit or delete a name using the Mark Area task pane:

In the Excel ribbon, click Mark Area and open the relevant tab (e.g. Outarea).

Click the desired entry and then

the

pencil icon

to edit the name.

the

trash icon

to delete the name.

In Office for Desktop, you have several options for creating names for Disclosure Management in MS Excel:

The simplest option for assigning a name is the Excel ribbon for Disclosure Management. To assign a name using the Excel ribbon:

In MS Excel, select the cell, cell range or column for which you want to assign a new name. Depending on which cell, row or column you have selected, the available buttons are enabled in the Excel ribbon based on the context.

Shows part of the Excel ribbon for Disclosure Management in Office for Desktop with the opened menu of the 'Name' button and the entry 'name_1'. Highlighted in red are the buttons 'Name', 'Value', 'Prog' and 'Other' in the 'Columns' area. — The 'Name' button in the Excel ribbon

Click the desired button in the Excel ribbon.

You can also use the Disclosure Management context menu to assign names. To assign a name using the context menu:

Select the desired cell, row or column.

Right-click to open the context menu.

The Disclosure Management menu contains the functions provided by Disclosure Management based on the context:

Shows the context menu of a column in MS Excel with the entry 'Disclosure Management ...' and its submenus 'Name' and 'name_2'. — 'Disclosure Management' context menu in MS Excel

You can also use the MS Excel name manager to create names. To create a name using the name manager:

Select the cell or column for which you want to assign a name.

In the Excel ribbon, click in the Name management area on Name manager.

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. — Open the name manager from the Excel ribbon

In the name manager, click New.

The New Name dialog is displayed:

Shows the 'New Name' dialog of MS Excel with the fields 'Name', 'Scope' (value 'Workbook'), 'Comment' and 'Refers to' and the buttons 'OK' and 'Cancel'. — Creating a new name in MS Excel

Specify the new name and click OK.

We recommend that you always use the Excel ribbon or the Disclosure Management context menu to insert names, as this avoids errors due to incorrect spelling.

Changes to names have a direct impact on programming or links in MS Word. If, for example, the name of the Outarea (outarea) is changed, the Outarea must be reinserted in MS Word.