To access all of the functions in the
Financial
Consolidation menu in Microsoft Excel, you must connect to the
application database.
You connect to the database by selecting
in the
Microsoft Excel menu bar.
This dialog box contains two fields.
-
The
Data source
groupbox is used to enter the URL.
-
In the
Authentication groupbox, specify
the user connection.
Note Information about the connection
status is available in the status bar. This indicates
Connected to
<[Name of data
source]> –
<[Finance user]>
.
Note If you want to work in two Microsoft Excel 2013 documents, you must force Microsoft
Excel to use another instance (by default, Excel 2013 will use the same instance for
both documents). To open a new instance of Microsoft Excel, you can do one of the
following :
- From the command prompt, run EXCEL /X to open an Excel window as a new instance.
The /X command switch forces the creation of a new instance.
- Right-click the Excel Tab in the Windows taskbar while
holding down the ALT key. Without releasing the ALT key, click on the
Microsoft Excel 2013 option from the contextual menu.
A dialog box appears, prompting you to specify whether to open a new instance of
Microsoft Excel. Click Yes.