Create Worksheets

Worksheets can be created from scratch within TOTAL, or created in a Microsoft Excel compatible application, and opened as a TOTAL Worksheet. Some things to keep in mind:

  • Only one Worksheet can be attached to a report. However, additional pages can be added to your Worksheet.

  • Worksheets can pull data from more than one field in your report.

  • While primarily used to calculate and manipulate data, the Worksheet also has the ability to simply transfer data from one field to another.

Creating a new Worksheet

  1. Click Worksheet in the top toolbar.

  2. A blank worksheet opens for you to use. If your report contains a Worksheet with data in it, click the New ( ) icon to clear it and start over with a blank Worksheet.

Saving your Worksheet

Once you've edited the Worksheet and have it setup how you want it, follow the instructions below to save it so you can use it again on another report:

  1. From the Worksheet PowerView, click the Save ( ) icon.

  2. Enter a name for the Worksheet so you can find it later, and click Save.

Related Topics:

Link Fields

Enter Formulas

Format Worksheets