Corporation Switch User Manual

Setting Up Excel Add-in 20-3

Report Types

You can perform two types of modifications to a report in the Excel Add-in:

• Analytical Report modifications, for example which dimension show up in the

columns and rows. These modifications are outlined in Modifying Reports, page 20-

• Excel modifications such as adding Excel formulas and charts.

The Excel Add-in supports the following two types of reports to capture the different

types of modifications.

Analytical Reports

These reports record only Analytical report modifications and you can create and

modify these reports in the Enterprise Planning and Budgeting user interface. The Excel

Add-in can access and modify any Analytical reports created in the EPB user interface

and vice versa. If you modify an Analytical report using Excel functionality, you can

view the Excel modifications but cannot save it.

Formatted Analytical Reports

Formatted Analytical reports include both Analytical report modifications and Excel

modifications. You can create, open and modify Formatted Analytical reports in the

Excel Add-in only. These reports cannot be opened or created in the Enterprise

Planning and Budgeting user interface. However, an Analytical Report can be modified

and saved as a Formatted Analytical report.

Note: When you save a Formatted Analytical report, the corresponding

base Analytical report is saved in a sub folder of your target folder

named FCH_BASE_REPORTS. If the base Analytical report is modified,

the Formatted Analytical report will no longer be able to be modified

through Analytical Report modifications.

Opening and Saving Reports

You can manager reports both online and on your computer.

Note:

You can only connect one report to the environment at a time. If

you have a report connected to the environment and you create or open

another report, the older report is disconnected and cannot access the

Analytical Reporting functionality.

Reports Online

Enterprise Planning and Budgeting provides an online folder system to manage reports.