Identifying the Excel file in a reporting tree in Management Reporter

After you have created a Link to Financial Data Source + Worksheet column in the row definition and have specified the Excel worksheet cells to include in the report, 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.

To identify the Excel link in a reporting tree, do the following:

  1. In the Row Definition column, select the row definition that contains information about the Excel file.

    Note: The same row definition must be used in all units of the reporting tree.

  2. In the External Link cell for a reporting unit, select a link name.

  3. In the External File cell for a reporting unit, type the name of the Excel file or browse to select the Excel file. (By default, the file name appears in the heading of the link column heading in the row definition.)

    If you enter a file without a full path, Microsoft Office PerformancePoint 2007 Management Reporter uses the default path, which is defined by Files location in Options under Tools.

    Note: To specify a worksheet within an Excel file, enter the name of the file in brackets, followed by the worksheet name. For example, if the name of the workbook is COMPBUDG.XLS and the name of the worksheet is DENVER, you would enter the following:
    [COMPBUDG.XLS]DENVER

  4. Repeat steps 2 and 3 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 files names appear in the corresponding unit of the reporting tree.

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