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Using the Excel Add-In options, enables you to extract various results from your iplicit environment so that bespoke Excel reports can be created.
The iplicit Excel add-in is available on the following platforms:
Office on Windows (version 1904 or later, connected to Office 365 subscription)
Office on Mac (version 16.24 or later, connected to Office 365 subscription)
Office on web browser
Note: Excel custom functions are currently not supported on iPad or in one-time purchase versions of Office 2019 or earlier.
Important: All Excel Custom Functions require permissions for the User to run them from the Excel Add-in. Users must have the User role "Excel Functions All".
Existing User roles GL: Financial Statements and Financial Statement: Fiscal will inherit settings from the Excel Functions All role.
This Guide covers:
- How to setup Excel Add-In
- How to use Excel Add-In
How to setup Excel Add-In
Setting the Excel Add-In for the first time:
1. Open a session of Excel.
2. On the Home menu bar, select the Add In icon.
3. On the Popular Add-ins popup, select the + More Add-ins button that shows at the bottom of the popup.
4. On the Office Add-ins popup, enter iplicit in the search box, then select Add against the iplicit option.
5. Agree to the Terms and Conditions, then you will get a notification that the iplicit Add-in has loaded successfully.
6. There will now be an iplicit logo on the Home menu bar.
7. Selecting this iplicit logo will now enable you to log into your iplicit environment.
How to use Excel Add-In
Once the iplicit Excel Add-In has been added to your Excel session, various options are displayed in a new column displayed on the right of your spreadsheet.
Each option, when selected with your requirements e.g. Legal entity, will pull the appropriate data from your iplicit environment, and display the results in the spreadsheet.
For example:
Select Legal Entities option.
Enter Legal entity in resulting popup.
The resulting data will show in the spreadsheet.
To create your own bespoke report, there are Custom functions that can be used directly in a spreadsheet report.
To add one of these functions to your spreadsheet, e.g. IP.GLBaseAmount.
Open a spreadsheet (or a report that you wish to add a Custom function)
In the cell where the result is to go, select the fx option.
Select the iplicit category, then the select the Custom function required. Then press OK.
Enter the appropriate arguments for the function, then press OK.
The resulting value will then show in your selected cell.
Warning: If the User does not have the correct permissions to use Excel Add-ins then a warning message saying You do not have permission to use iplicit Excel functions will appear instead.