Use the Epicor FP&A Excel Add-In to open reports directly in Microsoft Excel, apply report filters, and refresh report data. You can insert multiple reports into the same workbook and manage report-specific filters from the add-in pane.
In this article, we will cover:
Before You Begin
Sign in to the Epicor FP&A Excel Add-In.
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After a successful sign-in, the add-in displays the reports available to your user account.
Opening a Report
Open the Epicor FP&A Excel Add-In.
In the Reports list, select the report you want to open.
Configure the report options.
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Apply any required filters.
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Select Insert Report.
The report is inserted into Excel and the report formula is added to the worksheet.
Configuring Report Options
Before inserting a report, you can configure how the report is displayed.
Available Options
| Option | Description |
|---|---|
| Add report format | Applies report formatting. |
| Add report title | Displays the report name in the worksheet. |
| Insert Report in a new tab | Inserts the report into a new worksheet. |
Insert Location
You can choose to:
Insert the report into the current worksheet.
Insert the report into a new worksheet tab.
Applying Report Filters
Use filters to control the data displayed in the report.
Configuring Filters
Select a report.
Review the available filters.
Select the required filter values.
Inserting the report.
Common Filters
Available filters depend on the report design and may include:
Entity
Time
Currency
GL Department
Inserting the Report
After configuring filters and report options:
Select Insert Report.
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Wait for the report to load into Excel.
The add-in inserts a report formula into the worksheet. The formula appears in the Excel formula bar and is used to retrieve report data.
Working with Multiple Reports
You can insert multiple reports into the same worksheet.
Inserting Another Report
Select a different report from the Reports list.
Configure the report options and filters.
Select Insert Report.
Switching Between Reports
When multiple reports exist on the same worksheet:
Select a cell that belongs to the report you want to work with.
Review the report formula in the formula bar.
Use the filter pane to update report settings.
Understanding Combined Filters
When multiple reports are inserted into the same worksheet, the filter pane displays a combined set of available filters.
Example
Report 1 uses:
Entity = EPIC03
Time = 2021
Report 2 uses:
Entity = EPIC03
Currency = USD
Time = May 2021
The filter pane displays:
Entity = EPIC03
Currency = USD
Time = 2021
Refreshing Reports
Use the refresh functionality to update report data after filter changes or source data updates.
Refreshing a Report
Use Reload to refresh the currently selected report.
Refreshing All Reports
Use Reload All to refresh all reports in the workbook.
Displaying Report Titles
Use the Add report title option to display the report name directly in the worksheet.
Enabling Report Titles
Select a report.
Enable Add report title.
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Insert the report.
The report name appears in the worksheet instead of being visible only in the add-in pane.
Best Practices
Configure report filters before inserting a report.
Use Insert Report in a new tab when working with large or complex reports.
Enable Add report title to make reports easier to identify within a workbook.
Use Reload All after updating shared filters or source data.
Select a cell within a report before modifying filters to ensure you are updating the correct report.
Additional Information
Reports are displayed in the add-in pane after sign-in.
Report formulas are inserted directly into Excel and appear in the formula bar.
Multiple reports can be inserted into the same worksheet.
The filter pane dynamically reflects the reports currently inserted in the workbook.