Professional Services for MS Excel

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Last update: 02/2013

With the help of the Professional Services for MS Excel, Microsoft Excel 2007 (as well as Microsoft Excel 2010) becomes an efficient data gathering and reporting front-end for Professional Planner. With Professional Services you can:

  • gather data for Professional Planner in Excel online and offline
  • create reports enabled for drilling and switching from Professional Planner data
  • integrate detailed analyses into reports on the basis of Professional Planner data
  • create comparison reports and deviation analyses
  • build combined reports and analyses on the basis of different server applications (e.g. Professional Planner, Analysis Services and Consis Connector)
  • create ad hoc analyses of your Professional Planner datasets
  • use the comprehensive formatting and chart options for Professional Planner data of Excel 2007 and Excel 2010
  • distribute the created reports and data gathering interfaces via the internet using Microsoft SharePoint portals


Note: Professional Services for MS Excel are not approved for use with a 64-bit operating system in connection with a 64-bit Microsoft Excel version.


Note on functions[edit]

Having installed Professional Services for MS Excel, there are five new objects available which can be used for gathering and displaying Professional Planner data: PP tables, target/actual comparison tables, structure & period drill, PP cell references and ad hoc analysis.

Data from a Professional Planner dataset are displayed, edited and entered in Microsoft Excel using the PP tables, target/actual comparisons, structure & period drills and PP cell references. PP tables are also suitable to display drilled values and list queries. Target/actual comparison tables can be used for depicting comparisons of two datasets and calculated difference values. With the help of the structure & period drill you can drill a field reference in structure and in period at the same time. PP cell references are used to display individual values. The ad hoc analysis serves to evaluate Professional Planner data using the Microsoft Pivot Services. Having inserted a PP table, a target/actual comparison, a structure & period drill or a PP cell reference into an Excel document, the register tab Professional Planner will be available. It contains all buttons and dialogs necessary to work with the PP Services for Excel.


Note: In versions prior to 4.5.0.321, the functions Target/actual comparison, Structure & period drill and Ad hoc analysis were not available in Professional Services for MS Excel.

For an instruction on how to use Professional Services for MS Excel, please refer to Getting Started.

Learn step-by-step how to create a sales document by looking at this example.

Please find more useful tips on how to use Professional Services for MS Excel in the Professional Services for MS Excel example.


With the help of the Professional Services for MS Excel, Microsoft Excel 2007 (as well as Microsoft Excel 2010 and Microsoft Excel 2013) becomes an efficient data gathering and reporting front-end for Professional Planner. With Professional Services you can:

  • gather data for Professional Planner in Excel online and offline
  • create reports enabled for drilling and switching from Professional Planner data
  • integrate detailed analyses into reports on the basis of Professional Planner data
  • create comparison reports and deviation analyses
  • build combined reports and analyses on the basis of different server applications (e.g. Professional Planner, Analysis Services and Consis Connector)
  • create ad hoc analyses of your Professional Planner datasets
  • use Excel 2007's comprehensive formatting and chart options for Professional Planner data
  • distribute the created reports and data gathering interfaces via the internet using Microsoft SharePoint portals


Note: Professional Services for MS Excel are not approved for use with a 64-bit operating system in connection with a 64-bit Microsoft Excel version.

Note on functions[edit]

Having installed Professional Services for MS Excel, there are four new objects available which can be used for gathering and displaying Professional Planner data: PP tables, target/actual comparison tables, PP cell references and ad hoc analysis.

Data from a Professional Planner dataset are displayed, edited and entered in Excel using the PP tables, target/actual comparisons and PP cell references. PP tables are also suitable for displaying drilled values and list queries. Target/actual comparison tables can be used for depicting comparisons of two datasets and calculated difference values. PP cell references are used to display individual values. The ad hoc analysis serves to evaluate Professional Planner data using the Microsoft Pivot Services. Having inserted a PP table, target/actual comparison or PP cell reference into an Excel document, the register tab Professional Planner will be available. It contains all buttons and dialogs necessary to work with the Professional Services for Excel.


Note: In versions prior to 4.5.0.321, the functions Target/actual comparison and Ad hoc analysis were not available in Professional Services for MS Excel.


For an instruction on how to use Professional Services for MS Excel, please refer to Getting Started.

Learn step-by-step how to create a sales document by looking at this example.

Please find more useful tips on how to use Professional Services for MS Excel in the Professional Services for MS Excel example.



See also[edit]