Modifying Data in XLSX Worksheets

If you have downloaded a Financial Report Builder report in Microsoft Excel Workbook (.xlsx) format, you can augment the data shown using a pre-built function to display the data displayed for a named data range.

For example, your downloaded report might contain the following named data ranges:

Example Table.

Table 1

   

Company Name

USA

USA

Merlin Technologies Ltd

2049

464

Merlin Technologies Pty.

167

832

Merlin Technologies, Inc.

3525

894

To display the data for a named data range elsewhere in your report, perform the following steps:

  1. Click into the cell you want to use to display data from your source named data range.
  2. Enter = and type your named range. For example, Table1.
  3. Double-click your selected range.
  4. Press Enter. The named data range is now copied to its new location in the worksheet.
Notes:

You can display data from named data ranges in multiple sheets if required.

If you have identically named ranges, these are appended with a number to differentiate between them during selection. For example, if you had two data ranges named USA and USA, these would be displayed for selection as Table1_USA and Table1_USA2.