IBM Controller Link for Microsoft Excel

There is no continuous transfer of information, but values in Microsoft Excel can be updated quickly with the latest changes in Controller, using the IBM Controller Link for Microsoft Excel. You can create advanced management reports in Microsoft Excel by defining different combinations of companies, periods, accounts etc.

The IBM Controller Link for Microsoft Excel will be installed automatically when you install Controller. One of the visible signs that the IBM Controller Link for Microsoft Excel is installed is the Controller menu on the Adds-In tab (Microsoft Excel 2007). Another sign is that along with Microsoft Excel functions there are a number of IBM Controller functions specifically adapted to fetch data from the database of Controller. All functionality needed for working with the IBM Controller Link for Microsoft Excel is found on the Controller menu. The link closes when you close Microsoft Excel.

In Microsoft Excel it is possible to create and generate reports in two different ways:

• The first possibility is to use the same Report Generator functionality found in Controller. On the Controller menu, select Report/Create Report/Save Report/Open Report/Run Report. Reports created and saved with the Report Generator functionality can be generated from both Controller and Microsoft Excel. The layout is saved in Controller.
• The second possibility is to create and save the report as an ordinary Microsoft Excel file with the menu choice Office Button/Save As (Microsoft Excel 2007). To your help are the Controller functions and the Paste Codes functionality on the Controller menu as well as all the functionality in Microsoft Excel. With the Paste Codes functionality it is possible, in an efficient way, to paste parameters like Account, Company, Currency Code and Extended Dimensions 1-4. To update values with the latest changes in Controller, select Refresh on the Controller menu or press F9.