Working with MS Office Files

Last modified on 2024-06-06

Overview

In Disclosure Management, Word and Excel files play a key role, firstly for importing data and secondly for creating a business report:

  • Excel files form the main basis for using report data from the source system. For report generation purposes, data from the Excel files can be embedded in Word files in such a way that the values in the report are updated automatically if the Excel data are updated, e.g. as a result of an additional data import.
    More information on this can be found in Creating and Editing Excel Files.
  • Word files play a key role in Disclosure Management when it comes to creating a business report. The final result document is built using them. In Word documents, the Excel tables maintained in Disclosure Management are published with their report values. Word documents are also used to make the corporate design and texts available for the desired result document. 
    More information on this can be found in Creating and Editing Word Files.

 

In the Cockpit, an Excel file and/or Word file can be assigned to each chapter of a Disclosure Management document.

When working with MS Office documents, you can use functions in specific ribbons for MS Excel and MS Word. The functions provided in the ribbons are perfectly adapted for use in conjunction with Lucanet Disclosure Management. More information on this can be found in Ribbons for Disclosure Management.