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Procedure documentationEnabling ActiveX Controls to Use the Excel Interface Locate this document in the navigation structure

 

If you want to use the Export link to export report contents to Word or Excel in the Reports, Initiatives, and Scorecards components, you must enable your browser to download Active X controls. Once the downloading of Active X controls option is enabled, you will be prompted to download an Active X control the first time you export something.

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

Procedure

  1. In Internet Explorer browser, choose   Tools   Internet Options  .

  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. For Entry and Approval, it is recommended that you set Initialize and script ActiveX controls not marked as safe to Enable rather than Prompt..

  7. Close the browser and then reopen it.

Result

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

  • When you click Export in the Reports, Initiatives, or Scorecards component and begin the export process, an ActiveX script runs from the Windows server where Interactive Publisher is installed. If Excel or Word is not installed, you will receive a message stating that you cannot proceed with this function.

  • When you click Download to Excel in 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 where Interactive Publisher is installed. 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 Export in the Reports, Initiatives, and Scorecards components and begin the export process, you are prompted to run an ActiveX script from the Windows server where Interactive Publisher is installed. If Excel or Word is not installed, you receive a message stating that you cannot proceed with this function. You will be prompted every session, but only the first time per session.

  • When you click Download to Excel in 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 where Interactive Publisher is installed. 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 in order to download the Excel data entry template. If the ActiveX prompt pushes the connection dialog behind the Entry and Approval component, you should press AltTAB to go to the Excel icon in order to continue.