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 Functions for Editing Excel Templates Locate this document in the navigation structure

Use

If you implement the Excel integration for entering plan data, you can personally set up the Excel sheet in which you enter the data. The functions for editing the Excel sheet are, however, limited, since the connection of the cells in the sheet to the cells in the planning layout must be kept.

Prerequisites

When you open the Excel input screen from the default settings of a planning layout for the first time, the first Excel sheet is protected. Only the cells, which were also available for input from the SAP entry screen, are excluded from this protection.

If you want to change this Excel sheet, you have to remove the sheet protection in Excel.

Recommendation Recommendation

You should reset the sheet protection in Excel after editing the sheet. This ensures that any additional entries of plan data are only made for data as defined in the SAP System.

End of the recommendation.

Features

The following functions are available for editing the Excel template:

Caution Caution

You should not use the following functions:

End of the caution.

  • Delete

  • Insert

  • Sort

If you use these functions, the data cannot be properly imported into the SAP System.

  • Move

You can only move plan data within a spreadsheet using the SAP function. To do so, select the data to be moved by choosing ( ) and then choosing ( ) at the target position. Save the connection of the old position to the new position by choosing ( ) Save File name.

  • Delete

To delete data, return to the SAP System and choose ( ) .

  • Insert

Insert new objects to be planned directly under the existing SAP data, for example, below the totals line. To insert, choose ( ) (SAP possible entries).

Note Note

Do not insert any empty rows. The system does not recognize data that is separated from the existing SAP data by a blank row.

End of the note.

  • Insert

To insert additional data, from the SAP Menu choose   Edit   Insert   .

  • Formatting cells

You can use the formatting functions of Excel to change the font or color, for example.

  • Additional calculations

Outside of the SAP data range, you can make additional calculations or evaluations. For example, you could insert diagrams or use formulas and macros.

Recommendation Recommendation

SAP recommends you make additional calculations on a second spreadsheet. This ensures that there are no conflicts with the actual plan data during import. SAP plan data is always imported into the SAP System from the first spreadsheet.

End of the recommendation.

  • Formulas

You can enter formulas in the SAP data range . However, the formula is overwritten by the result when saving and the formula is lost.

  • Save

You can save your Excel spreadsheet. To do so, choose ( ) Save Excel layout .