Ribbons for MS Office for Desktop

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

MS Office Variants

Ribbons for Disclosure Management

Ribbons for MS Office for Desktop

Ribbons for MS Office Native

Ribbons for MS Office for the Web

Creating and Editing Excel Files

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 the MS Office for Desktop variant, you use functions in specific ribbons for MS Word and MS Excel. The functions provided are adapted for use in conjunction with Lucanet Disclosure Management:

The

Word ribbon

helps you when structuring and formatting Word content.

The

Excel ribbon

helps you program an MS Excel file for Disclosure Management.

For a general overview of the available variants and their installation, see the

MS Office Variants

chapter.

For an overview of the functional differences, see

Ribbons for Disclosure Management

Some functions are available in both ribbons, while others are specific to MS Word or MS Excel. The following figures highlight the general functions in the ribbons for MS Word and MS Excel:

Displays the Word ribbon for Disclosure Management in MS Office for Desktop. The 'Server' and 'Files' areas and the 'Insert Document Variable' button are highlighted. — Word ribbon (Office for Desktop) containing the general functions for Disclosure Management

Displays the Excel ribbon for Disclosure Management in MS Office for Desktop. The 'Server' and 'Files' areas and the 'Insert Document Variable' button are highlighted. — Excel ribbon (Office for Desktop) containing the general functions for Disclosure Management

Description of the general functions:

Option	Description
Check In	The current file is saved in the database. Comments can be stored during the check-in process and are displayed in the document's history.
Update	Changes made are shown as a preview without having to check in the file. The file view is refreshed according to the current settings.

Option	Description
Event Reports	Opens the internal error logging system that flags invalid references, etc. (Show Log).
Save File Locally	Saves the file in the local file directory.
Open Local File	Opens a file from the local file directory.
Recover Version	Opens or recovers a previous version of the document that is currently open.

Option	Description
Document Variables	Inserts a document variable. Document variables are text building blocks that can be created in the document variable management tool and then easily inserted in every Word and Excel file of the current document. For more information, see the Using Document Variables chapter.

The following specific functions are available in the Word ribbon:

Compare with Local Document opens the local directory structure where a file can be selected for comparison.

Option	Description
Insert Table	Opens a dialog where a table can be selected from an Excel file to carry it over to the Word document. For more information, see Inserting Tables in a Word Document.
Insert ESG text value	Opens a window that lets you insert text responses from an aggregated ESG report into the Word document. For more information, see Inserting Texts From ESG Reports.
Highlight tables	Highlights the tables contained in the Word document. Use the drop-down menu to choose which type of tables is highlighted.
Highlight body text number	Highlights the body text numbers and document variables contained in the Word document. For more information, see Using Text Values in MS Word.
Remove locking of content controls	Removes the locking of the content controls contained in the Word document so that they can be edited again.

Option	Description
Insert XBRL Text Block Tag	Opens a window in MS Word where you can assign an XBRL text block tag to a selected area in the Word document.
Insert XBRL Footnote Tag	Opens a window in MS Word where you can assign an XBRL footnote tag to a selected area in the Word document.
Highlight XBRL Text Blocks	Highlights all XBRL text blocks in the current Word file and displays a comment field for all highlighted text blocks.

More information on inserting XBRL tags can be found in Inserting XBRL Tags.

Option	Description
Text adjustment	Opens a window in MS Word that allows you to optimize a selected text in the Word document with AI support.
Text draft	Opens a window in MS Word that enables you to create a taxonomy-compliant text with AI support.

For more information on using the Copilot in Disclosure Management, see Using Copilot for Disclosure Management.

The following specific functions are available in the Excel ribbon:

Option	Description
Name Manager	Opens MS Excel's standard Name Manager.
Delete Names	Deletes a selected name from the Excel file.
Delete All Names	Deletes all names from the Excel file.

Option	Description
Insert	Adds a new outarea.
Move	Shifts an outarea.
Insert Document Variable	Insertion of a document variable; document variables are text building blocks that can be created in the document variable management tool and then easily inserted in every Excel and Word file of the current document.
Insert ESG Table	Opens a dialog for inserting tables from an imported ESG report that was created with Lucanet ESG Reporting. For more information, see Inserting Tables From ESG Reports.

Option	Description
Name	Button for creating a name column
Value	Button for creating a value column
Prog	Button for creating a programming column
Other	Button for creating other columns, e. g. footnote columns

For more information on inserting columns, see Creating and Editing Columns.

Edit Properties opens a dialog where the general properties of the Excel file can be configured.

Add Layout Area defines an area where a specific layout from the Layout Robot is to be applied (see Configuring Document). By doing so, you ensure that a table layout defined using the Layout Robot is implemented in the Word document.

Overview

General Functions in the Ribbons

Server

Files

Document Variables

Special Functions in the Word Ribbon

File

Integration

XBRL

Copilot

Special Functions in the Excel Ribbon

Name Manager

Cells

Columns

Settings

Layout

Table of Contents

Company

Legal Notice

Table of Contents

Related Articles

Company

Legal Notice