Insert data

Allows you to insert a value from the database based on the current view. Clicking this link inserts a placeholder. You must select Retrieve all data to retrieve the value.

You can insert or view comments in Word or PowerPoint.

Insert Insight KPI (for the Microsoft version only)

Once defined in Insight, KPIs, can be added to your documents and slides. When you are connected to a Planning and Consolidation server, the KPI is updated based on the current date.

Choose Retrieve all data from the action pane to refresh all the KPI values in the Word document or PowerPoint slide.

Insert Interface for Excel object

You can insert a report or input schedule into a Word document or PowerPoint slide. The report or input schedule you want to embed must be saved on the server.

You can insert an object from the Getting Started action pane, then select Insert Interface for Excel object.

If you insert an input schedule, you can enter data and use the Send data values link to submit it to the database.

If you insert a report, you can use the Expand All and Retrieve all data links to refresh data.

Insert Dashboard

Allows you to embed an Xcelsius SWF file into a Word document or PowerPoint presentation. The Xcelsius document is based on the current view. If you change the current view, the Xcelsius document is updated. If you embed an Xcelsius document in any other way through a Word or PowerPoint function, it is not based on the current view.

Toggle Edit Mode (Word only)

Allows you to resize an Xcelsius SWF file frame once it has been inserted into a Word document.

Add New/View Comment

You can add a comment to the document or slide, or view associated comments. See Comments.

Retrieve all data

Allows you to retrieve data values from the database based on the current view. Clicking this link refreshes data values in the entire document or slide show.

Expand all

Allows you to expand functions contained in embedded objects.

Send all data

After at least one data value has been inserted in your document or slide show, you can use this link to send the values to the database. If there are multiple inserted data values, this command sends all of them to the database.

Insert a base member and then enter a value over that object before sending the value.

Open/Save Dynamic Documents

You can open and save Word documents to the server.

Open/Save Dynamic Presentations

You can open and save PowerPoint presentations to the server.