After you have created a Link to Dimensions + Worksheetcolumn in the row definition and have specified the Excel worksheet cells to include in the report, you must update the reporting tree with the linked column and the Excel file information. An Excel file can be imported into any unit in the reporting tree.

Identify the Excel link in a reporting tree

  1. In Report Designer, open the reporting tree definition to modify.

  2. Double-click the Row Definitionscell, and then select the row definition that contains information about the Excel file.

    Note Note

    The cells in the Row Definitionscolumn display information based on the selected row information, because the same row definition must be used in all units of the reporting tree.

  3. In the External Linkcell for a reporting unit, select the link name that corresponds to the external worksheet that is selected in the row definition.

  4. In the External Filecell for a reporting unit, type the name of the Excel file or browse to select the Excel file.

    Note Note

    To specify a worksheet in an Excel file, enter the full path of the file name in brackets, followed by the worksheet name. For example, if the name and location of the workbook is \\database\Users\phyllis\Documents\Management Reporter\COMPBUDG.XLSand the name of the worksheet is Beijing, you need to enter the following path: [\\database\Users\phyllis\Documents\Management Reporter\COMPBUDG.XLS]Beijing.

  5. Repeat steps 3 and 4 for each reporting unit that should receive data from an Excel file. To prevent incorrect data from appearing in your report, make sure that the correct Excel file names appear in the corresponding unit of the reporting tree.

See Also