Using Layouts in MS Excel

Last updated on 2025-01-08

Overview

The layouts defined in a Layout Robot can be applied in an Excel table. The applied layouts will be adopted automatically when the table is inserted in a Word document.

Applying a Layout

To apply a layout defined in a Layout Robot to an Excel table:

  1. Select the table cells for which you want to apply a layout.
  2. Click Add Layout Range in the Excel ribbon. The menu containing the layouts available in the selected Layout Robot will be displayed:
    'Add Layout Range' button in the Excel ribbon
  3. Select the desired layout from the menu.
  4. If necessary, repeat the process for other cells in the table.
  5. Click Check In in the Excel ribbon.
  • If the outarea defined in the Excel file has already been applied in a Word document, the layout changes will only become visible when the Excel file is checked in.
  • If you checked out both documents at the same time, you can make the changed layout visible by clicking the Update button in the Word Ribbon. 

A separate layout robot can be stored for each document in Lucanet Disclosure Management. 

To assign a layout robot to a document, you must open the Configure document workspace and add a layout robot in the Layout Robot settings area (see also Configuring a Document).

This is also where you can use the icon to save an already assigned layout robot locally, e.g. to use it in another document.

 

Shows the 'Configure document' workspace. The 'Layout Robot settings' area is displayed. The options for the layout robot are outlined in red. Assign, save, or delete layout robots