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Using Exopen for Excel

This guide assumes that you have installed the add-in and signed in. If you have not, start with Getting started.

Open a report​

  1. In the report tree, browse to the folder.
  2. Click the name of the report.
  3. The report is loaded into the workbook.

The report tree in the side panel

Selections and running the report​

Selections control what the report shows (period, company and so on). Adjust values in the side panel; dependent selections update automatically. When you are done, click Kör (Run) → data is fetched and written into the sheet.

Selections in the side panel A report that has been run

Back to the report tree​

When you are inside a report and want to open another one: click the arrow at the top left of the side panel to return to the report tree.

The arrow back to the report tree

Drilldown​

Right-click a cell with a value → choose Exopen → Drilldown → the details open.

tip

You can also drill straight to a pivot → choose Drilldown Pivot instead of Drilldown in the same menu.

The Exopen menu when right-clicking a cell

The side panel now switches from Selections to the Drilldown view, where you see the detail rows behind the value.

In the drilldown view you can:

  • Click Expandera (Expand) to open the table in a new window.
  • Copy the table to the clipboard or to a new sheet using Till urklipp (To clipboard) or Till nytt blad (To new sheet) at the bottom.
  • Create a pivot table by clicking the three-dot menu (context menu) in the field above.
  • Go back to selections using the arrow at the bottom left.
  • Drill again by either right-clicking a new cell, or selecting a new cell and clicking the Drilldown button.

The Drilldown view