contributoradd等-inforexcel.pptVIP

Objectives In this appendix, we will: examine the Cognos Planning – Contributor Add-in for Excel enter, save, and submit Contributor data using the Excel Add-in modify the display of Contributor data in Excel annotate data in Excel access client extensions from Excel Use the Contributor Add-in for Excel: Overview You can use the Contributor Add-in for Excel to view and edit Contributor data using the Excel interface. You can take advantage of Excel formatting and Contributor linking functionality. Access the Contributor Application using Excel Before you can open a Contributor session in Excel, you must have the Excel Add-in installed on your machine. You must then log on to the Contributor application. After you log on, you see a graphical overview of all the areas you are responsible for, and the status of the data. View and Enter Contributor Data in Excel To view and enter data into the Contributor application, click an item in the tree on the left side of the Workflow window. If you are not the current owner, click the Edit button to start editing. View and Enter Contributor Data in Excel (cont’d) When you open a contribution, you can view or enter data depending on your rights and the state of the data. After you open the contribution, the Excel workbook consists of two zones: Contributor zone: view, enter, and submit data in the Contributor application Excel zone: insert graphs and calculations that link to or from data in the Contributor zone Edit Contributor Data in Excel You can use standard Clipboard capabilities (for example, copy and paste) in either the Excel or Contributor zones of the workbook. You can type quick commands in the Contributor zone (for example, to copy data to the right) directly in cells to make data entry easier. If you type data into a calculated cell in the Contributor zone and press Enter, data in other cells that are part of the calculation are automatically recalculated (breakback). If necessary, you can reset all data in all