XLS Summary View Page

The XLS Summary View represents a table with the summary information of a report. If the model has no summaries, a warning message appears.

In the dialog box, select either the Open with Microsoft Excel option, or the Save File option, and click OK.

NOTE: To further customize the summary on the XLS Summary View page, click Cancel.

The XLS Summary View page allows you to display one or several XLS-summaries in an Excel worksheet.

On the XLS Summary View page, you can customize the summary.

The XLS Summary View page contains the following items:

  • Customize: Click the heading to open a hidden section, allowing you to select a report model, summary, drill level, template, defined filter, and conjunction with dynamic filter (AND or OR), as well as to specify dynamic filters. For information on how to specify a dynamic filter, see Specifying dynamic filter.

  • Include formulas to facilitate editing in Excel: Select this check box to include formulas in the spreadsheet for the aggregated fields.

  • Include outlines to enable drill up/down in Excel: Select this check box to enable drill-in/drill-out functionality of the data in the Excel spreadsheet.

  • Use XLSX Excel spreadsheet format. Select this check box, to use the XLSX format for Excel output.

  • Execute Export: To apply the changes made in the Customize section, click this button. A dialog box will appear, where you can select either the Open with Microsoft Excel option, or the Save File option. Then click OK.

 

 

 

 

 

 

 

 

 

 

 

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