Skip to Content
avatar image
Former Member

HOW TO CONSERVE FORMATTING ON DM

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,

Add comment
10|10000 characters needed characters exceeded

  • Get RSS Feed

1 Answer

  • Nov 02, 2017 at 01:27 PM

    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

    Add comment
    10|10000 characters needed characters exceeded