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Excel Client ยท Overview 1

Use the strengths of Corporate Planner and Microsoft Excel in real time. You will learn how to combine the tried and tested Corporate Planner processing and business logic with the full range of Microsoft Excel functions.

  • Excel Client

    Use the strengths of Corporate Planner and Microsoft Excel in real time. You will learn how to combine the tried and tested Corporate Planner processing and business logic with the full range of Microsoft Excel functions.

  • Participants and previous knowledge

    Users of the Corporate Planner, Corporate Planner Cost, Corporate Planner HR, Corporate Planner Invest and Corporate Planner Finance solutions. No previous knowledge required.

  • Level of knowledge

    Beginner

Training Topics

  • Basic functions of the Excel client

  • Transferring Corporate Planner data

  • Using the Excel client for user-specific reporting formats

  • Connecting CP databases to the Excel client

  • Using reference tables

  • Planning functions in the Excel client for writing values back to Corporate Planner

  • Rights management

  • Differences in licence scope between the Excel client and the Excel Client Plus

  • Your customer benefit

    Customers with a software maintenance contract receive separate conditions when registering at least two persons.