Report Settings and Properties
Describes the difference between user settings, workbook properties, and selection properties in OfficeConnect reports.
User Settings
What you need to know:
- They're connected to your user ID.
- They're the default for any new reports you create. They do not apply to the active workbook.
- They remain set for any OfficeConnect workbook that you open.
- Workbook properties, if different, override user settings.
When you share your report with others, their own user settings apply to the workbook, not yours. If you want others to see what you see, set the report's workbook properties.
With user settings, you can:
- Set your rounding default.
- Set your default display for blanks or cells with no data.
- Set what placeholder text to display for secured files.
- Set your validation preferences.
- Set your clear data default for data security on save.
- Update element groups during Refresh.
- Refresh rows or columns as you explore.
- Change the colors for the cells connected to Adaptive Planning data.
Learn more about each of the OfficeConnect User Settings.
Workbook Properties
What you need to know:
- They're connected to the active OfficeConnect workbook, not new workbooks you create in future.
- They override any viewer's user settings, including yours. To adjust the way a report displays, always edit the workbook properties.
- Changes you make to them remain active to other viewers as well.
- Anyone with access to the workbook can change the properties.
Use Workbook Properties for each report that you create, unless you want each viewer's user settings to control the display of the report.
With workbook properties, you can:
- Set the report date and relative time.
- Set the currency default.
- Set your clear data default for data security on save.
- Update element groups during Refresh.
- Refresh rows or columns as you explore.
- Manage filters.
- Define the rounding default.
- Set the default display for blanks or cells with no data.
- Define how the Suppress Zeros and Blanks button works.
Learn more about each of the OfficeConnect Workbook Properties.
Selection Properties
What you need to know:
- They're connected to a row, column or cell.
- They override workbook properties for the selection.
- Selection properties for a cell overrides the row and column selection properties.
- Selection properties for a row overrides column selection properties.
With selection properties, you can:
- Suppress rounding defaults for the selection.
- Define how the Suppress Zeros and Blanks button works for the selection.
Learn more about each of the OfficeConnect Selection Properties.