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Function documentationInterface for Office Locate this document in the navigation structure

 

The Interface for Office client includes interfaces for Microsoft Excel, Word, and PowerPoint.

These interfaces leverage your familiarity with the Microsoft Office applications of Excel, Word, and PowerPoint, enabling you to collect, analyze, and store financial data and efficiently distribute enterprise performance management reports.

The Interface for Excel is the primary interface you use, complemented by features of the Interface for Word and Interface for PowerPoint.

Features

With Interface for Office, you can perform the following tasks:

  • Utilize the powerful and flexible formulas and functions within reports and input schedules to retrieve, display, and submit data for a real-time view of the financial position of your organization.

  • Use predefined report and input schedule templates that you can customize to meet your specific business requirements.

  • Instantly change the information you see in a report or the entities, accounts, time period, and so on, of input data simply by changing your current view.

  • Display accurate, live data from the database within Microsoft Excel worksheets, Microsoft Word documents, and Microsoft PowerPoint slides.

  • Analyze data in reports, perform data entry in input schedules, and distribute information based on user access rights when you are completely offline from the system.

  • Submit budgets with a wide range of supporting attachments in the form of spreadsheets, documents, and presentations.

  • Create hypothetical scenarios of future outcomes using powerful modeling functions.

  • Post journal entries to carefully track changes to your data.

  • Schedule and run Data Manager packages for loading, transforming, and manipulating financial data.

Activities

To start one of the interfaces, select one of them from the launch page, or from another module (such as Interface for the Web or Administration), expand Available Interfaces in the action pane and make your selection.

Note Note

If you see a prompt to update files, select Yes.

End of the note.

More Information

Reports and Input Schedules

Interface for Word and PowerPoint

Journals

Data Management for the NetWeaver platform or Data Management for the Microsoft platform