Enabling ActiveX Controls to Use the Excel Interface

Context

If you want to enter data into the Entry and Approval application using an Excel spreadsheet, you must allow ActiveX scripting in your browser.

Procedure

  1. In Internet Explorer browser, choose Start of the navigation pathTools Next navigation step Internet OptionsEnd of the navigation path.
  2. In the Internet Properties dialog box, click the Security tab.
  3. Select the correct Web content zone icon, depending on the network used for the strategy management application at your site.
  4. Click the Custom Level button.
  5. In the Security Settings dialog box under ActiveX Controls set the Download ActiveX controls options to either Enable or Prompt.
  6. Set Initialize and script ActiveX controls not marked as safe to Enable rather than Prompt.
  7. Close the browser and then reopen it.

Results

When the options are set to Enable, the following occurs:

  • When you click Download to Excel on the Entry and Approval Data Entry screen, or when Entry and Approval administrators enter target and historical data, an ActiveX script runs from the Windows server. If your browser settings require you to be logged on at all times, you are prompted for connection information in order to download the Excel data entry template.

When the options are set to Prompt, the following occurs:

  • When you click Download to Excel on the Entry and Approval Data Entry screen, or when Entry and Approval administrators enter target and historical data, an ActiveX script runs from the Windows server. You are prompted once at every session. If your browser settings require you to be logged on at all times, you are prompted for connection information so that you can download the Excel data entry template. If the ActiveX prompt pushes the connection dialog behind the Entry and Approval application, you should press Alt+ TAB to go to the Excel icon so that you can continue.