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Extend Smart View Add-In Page 1 of 5 Installation Save the xlam file on your local machine in any directory. In the excel add-in dialog browse to the file and select it. http://office.microsoft.com/en-us/excel/HP100968341033.aspx#ExcelAddIn Note: This add-in requires Office 2007 to run. Usage Once installed the add-in will add a new ribbon to Excel called ‘Extend SV’. This ribbon allows you to refresh all worksheets and workbooks, submit data for all worksheets and workbooks, and store key options with the workbook so when another user opens that workbook they can use the options the creator was using. Managing Options Open Excel and connect to a provider

Extend Smart View Add-In

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Page 1: Extend Smart View Add-In

Extend Smart View Add-In

Page 1 of 5

Installation Save the xlam file on your local machine in any directory. In the excel add-in dialog browse to the file

and select it. http://office.microsoft.com/en-us/excel/HP100968341033.aspx#ExcelAddIn

Note: This add-in requires Office 2007 to run.

Usage Once installed the add-in will add a new ribbon to Excel called ‘Extend SV’. This ribbon allows you to

refresh all worksheets and workbooks, submit data for all worksheets and workbooks, and store key

options with the workbook so when another user opens that workbook they can use the options the

creator was using.

Managing Options Open Excel and connect to a provider

Page 2: Extend Smart View Add-In

Extend Smart View Add-In

Page 2 of 5

Go to Options:

Suppress Missing data

Replace Missing label with a different string say “-“

Refresh your grid

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Extend Smart View Add-In

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Go to the Extend SV ribbon, Options and click on “Save Options”

A new “SV Options” sheet will be added at the end that lists all you options.

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Extend Smart View Add-In

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Save the file and send to another user.

The new user can now go to the Extend SV ribbon, Options and click on “Save Options” to inherit your

options.

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Extend Smart View Add-In

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Once done viewing your report, the new user can go to the Extend SV ribbon, Options and click on

“Reset Options” to revert back to his/her initial options.