ER Name Range

[Former Member]

Hi Gurus,

ER Name Range how it's works, how we can insert the table from excel to word in Disclosure Management.

Please update your inputs highly appreciate here.

Regards

Srikanth

[former_member230933]

Hi Srikanth,

Please go through user guide 2.4.5.2.1 Defining ER Named Ranges

.

Regards

Veera

[Former Member]

Hi,

Thanks Veera.

Can you brief one example how to insert ER name range from excel to word document.

Thanks in Advance.

Regards

Srikanth.

[Marc_Kuipers]

Hello Srikanth,

Here is what you can do

1) You have an Excel chapter in DM

Open this in Excel, connect to DM and now define the ER range on your table

Make sure to check this in.

2) Create a word chapter (in my case, in a different report)

3) Open this in the DM client and select "table"

4) Click on "New"

5) Now select the chapter that holds the data. For me, this is the chapter from step1

Then click on the icon "load selected briefingbook"

6) You should now see the ER ranges defined in that Excel chapter

Tick the one you want to select

Click OK (2x)

7) Result - the table is now in your Word document

Thanks

Marc

[Former Member]

Thanks Marc.

As per Veera inputs in user guide mentioned

Enter ER_KEYS_XXXX, where XXXX indicates the content of the table, for example balance sheet or profit and loss.

Enter ER_LABELS_XXXX, where XXXX indicates the content of the table, for example balance sheet or profit and loss.

Enter ER_VALUES_XXXX_YYYY, where XXXX indicates the content of the table, for example balance sheet or profit and loss, and YYYY indicates a further characteristic to identify the value, for example the year or a geographical area.

How it works dynamically can explain on this scenario briefly.

Thanks in Advance.

Regards

Srikanth

[Marc_Kuipers]

Hello Srikanth,

For ER ranges the procedure is the following

1) Assume a table like this

2) Define ranges

You need to have the following ranges

ER_KEYS_<tag>

ER_LABELS_<tag>

ER_VALUES_<tag>_<value_tag>

Note: the ER_VALUES can be repeated n times

In my example, I define it as follows

3) Validate your range

4) In Word

Follow the same steps as is my previous example

The ER ranges will show up as <tag>, in my example Q4TABLE

Marc