Best practices

  • Use CPM to create a workbook with all the required data. Once the data is there, you can use the Report Builder tools.
  • Use the Report Builder documentation and tutorials.
  • Use the smallest taxonomy that accommodates all your tagging requirements. Using the full US GAAP taxonomy is usually not necessary.
  • To change the sign for a cell, use the Instance Editor in the Details section to modify the scale. Do not modify the data in the cell.
  • When validating, always use the filter selection to exclude the CPM special sheets (CSXLStore in View-Based workbooks, or GeacAnalysisCodeSheet in CBR workbooks) from scope.
  • When previewing, always first set the options to filter out the CPM special sheets from scope.
  • When saving, always exclude the CPM special sheets from scope.
  • Excel Services View-Based:
    • When in design mode, make sure to protect the range that you are tagging. This enables the tagged status color coding to persist.
    • Be careful about modifying the original view. Schedule lines added or removed will move in the workbook automatically, but the tags remain linked to a specific cell, not a schedule line.