Logging on

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 Start of the navigation pathFinancial Consolidation Next navigation step ConnectEnd of the navigation path 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.