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HOW TO CONSERVE FORMATTING ON DM

Nov 02, 2017 at 10:22 AM

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Former Member

Hello,

I need your help please on these two questions:

  1. I want to ask if it's possible to conserve formatting of data when we transfer the task from FC to Disclosure Management. For example, when i set a cell format on "%" in FC , I want it to keep the same format when I send the task to DM.
  2. Also, I would like to know if it is possible to conserve the modifications I make on the Datacache in DM (for example: adding variation columns), even if I re-send the task.

Thanks in advance,

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1 Answer

Marc Kuipers
Nov 02, 2017 at 01:27 PM
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Hello Benaddi,

As you may have noticed, each send of FC simply deletes the sheet and re-inserts it. So, the direct answer to your question is "no"

However, most customers work in a different way with DM

They use 2 Excel (files or sheets, you can achieve it either way). The one is simply the "raw" data and this comes from FC, or BPC (via EPM add-in report) or via BeX query (BW connector in DM)

Then, you have another Excel and define a data-link (option Manage Datalink). This is a link from Excel to Excel.

Note: you could also do this natively in Excel (with =VLOOKUP formulas)

On this new file/sheet you define your formatting, add extra columns, formulas (averages etc.) and this forms the basis for the objects you link in the Word document.

I hope this helps!

Best regards,

Marc

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