Opening Loaded Data in Microsoft Excel

When reviewing data in the workbench, users can drill down from the amount to the Enterprise Resource Planning (ERP) source system. In the source system the data is displayed in the granularity with which it was loaded.

You can open loaded data in Microsoft Excel and review how the data is defined.

Note:

Exported data from Excel is exported either in a CSV (*.csv) or Excel (*.xls) file format depending on the "Workbench Export to File Format" setting in System Settings. The default file format for exports is CSV. For more information, see Setting System-Level Profiles.

To open loaded data in Microsoft Excel:

  1. From the table action bar, click Image shows Open Rule button.
  2. Open the loaded data in Microsoft Excel.