This article explores two essential features in Datarails:

1. Exporting Excel reports and disconnecting them from Datarails.
2. Using the "Export by Filter" feature for specific report generation.

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1. Exporting Excel Reports and Disconnecting from Datarails:

• Purpose: This feature is useful when you need to share Excel files with individuals who do not have the Datarails Excel add-in. Without this add-in, certain Datarails formulas like Dr. Gets might display errors. By exporting the report "as values", the file becomes universally usable.

• Steps:

  • a. Open your desired report in Excel.

  • b. Navigate to the "Details" ribbon.

  • c. Under the "Share" section, find and click on the "Export" button.

  • d. From the dropdown, select "Export as Values".

  • e. Choose a save location for the new file.

  • f. Open the newly saved file. It will contain two sheets: the original report and one with "values" appended to its name. In the "values" sheet, all DataRails functions will have converted to static values. While most Excel functions will remain in formula, more complex or newer Excel functions will still paste as values.

2. Using the "Export by Filter" Feature:

• Purpose: This tool allows you to generate multiple Excel reports based on specific filters. For instance, if you aim to distribute a P&L report to various department managers, this feature ensures each manager receives data pertinent to their specific department.

• Steps:

  • a. Open the main Excel report.

  • b. Ensure there's an active filter on the column you wish to base your reports on (e.g., "Department").

  • c. Go to "Export" and select "Create Reports by Filter".

  • d. A new interface will appear, allowing you to choose from any active filter within the report.

  • e. Once "Department" (or your chosen filter) is selected, pick the specific departments for which you want individual reports.

  • f. You'll also have options to export these as value versions (disconnected from Datarails) and decide if dynamic ranges should remain in the split reports.

  • g. Confirm your choices and select a save location.

  • h. Upon completion, open any of the newly created reports. The data, tables, and other elements will be specifically filtered for the chosen department or criteria.

Conclusion:

Datarails offers dynamic tools to efficiently generate specific or department-centric reports. Additionally, its ability to produce disconnected versions ensures seamless sharing of reports, even with individuals not using Datarails. This ensures that all stakeholders, regardless of their software ecosystem, can easily access and understand vital data.

Updated April 10, 2024 16:24