04
A tour of the add-in
Five features do most of the work: hierarchies, the layout editor, the report library, shared filters and saving to folders.
Hierarchies that behave like Excel
Account hierarchies arrive as Excel outline groups. Use the +/− buttons in the margin, or the 1, 2, 3 level buttons, exactly as in any workbook. Choose which level the report opens at, and nest another field — Department, say — under each account. The hierarchy is the platform's versioned hierarchy; the outline is Excel's.
Change the layout without leaving the sheet
The layout editor sits in the sidebar. Add fields to Rows, Columns or Values with one click or by dragging, and pick Sum, Average, Min, Max or Count for each value. Changes wait until you press Apply and refresh, so the report reloads once, not after every click.
Figure 3. The layout editor: rows, columns and values, with an aggregation per value and a single apply.
Figure 4. Filters as chips at the top of the sidebar, and the Workbook tab: every EAConnect sheet, its refresh status, one refresh for all of them.
Every report in one place
The Open tab lists reports saved to shared folders, the EAConnect reports you can start from, and a search box across all of them. Each report opens on its own sheet, so one workbook can hold a whole management pack.
Filter once, refresh everything
Filters sit at the top of the sidebar as chips. When two sheets use the same field, tick Apply to and they share one filter: change Subsidiary once and both reports update. Refresh all sheets brings every EAConnect sheet in the workbook up to date in one go.
Figure 5. Filtering by account over the platform's hierarchy, with a single apply.
Figure 6. Saving a layout to a shared folder — as a copy when the user only has view access to the original.
Save to shared folders
Save to folder stores the layout, filters and hierarchy settings in EAConnect, where the team can open them. If you only have view access to a report, the add-in saves a copy to your own folder rather than overwriting the original. Saved reports appear under Open for everyone who can see the folder, and the workbook remembers the link.
