Managing Worksheets

Opening and closing worksheets

You can open any worksheet that you have previously created, or any worksheet that your administrator has defined and distributed to you. You can open only one worksheet at a time. When you finish using a worksheet, it is best to close it to conserve system resources and save space in the Financial Analyzer window.

Printing worksheets

You can print the worksheets that you create. You can print an entire worksheet, the current page, or a set of pages you specify. You can also print multiple worksheets.

Choose Print from the File menu to print individual worksheets. Choose Print Multiple to print multiple worksheets in a single print session. If you choose to do so, you can sequentially number all the pages across all the worksheets that you print together.

Both Financial Analyzer and Microsoft Windows provide a wide range of printing options that let you adjust margins, create headers and footers, preview a document before printing, and so on.

Adding worksheets to folders

You can organize worksheets within folders so that users can locate them quickly and easily.

Choose Maintain Folders from the Tools menu to add a worksheet to a folder. This opens the Maintain Folders dialog box, where you can choose a folder and select one or more worksheets to add.

Deleting worksheets

You can delete worksheets that you have created from your personal database.

Choose Delete from the File menu to delete a worksheet. This opens the Delete dialog box, where you can select a worksheet to delete.

As an administrator, you can also delete a worksheet from the shared database so that users no longer have access to it. You delete the worksheet from your personal database, and then distribute the structure with a Delete from System action, which deletes the structure from the shared database and from the personal databases of all of your users, including any administrators immediately below you in the reporting hierarchy.

Exporting worksheet data to a file

You can extract data from the active worksheet and save it to a file so that you can import the data into another application, such as a spreadsheet.

Choose Export to File from the File menu to export data from a worksheet. This opens the Export to File dialog box, where you can specify the file name, path, and format.

The following formats are available:

• .txt

• .csv (comma delimited)

• .xls (Microsoft Excel 95, 97, or 2000)

You can also specify whether to export to multiple worksheets or to a single worksheet.

Note: For an .xls export, you can select the version of Excel that is currently installed on your system. Alternatively, you can select an earlier version.

Related information

For more information about managing worksheets, search for the following topics in the Financial Analyzer Help system:

"Adding Documents to Folders"

"Adding the Current Worksheet to a Folder"

"Adding Multiple Documents to Folders"

"Closing Worksheets"

"Deleting Worksheets"

"Exporting Worksheet Data to Other Applications"

"Opening Worksheets"

"Printing Worksheets"