Building a dynamic Excel report

You can insert Service Management parameters (Site, Period, and Year) into specific cells. These cells then have a drop-down which shows the available sites, periods, and fiscal years.

  1. Right-click in a cell.
  2. Select Insert Service Management Parameters and then select either Site, Period, or Fiscal Year. You can also select unit codes 1-4. The cell now has a drop-down containing all possible options for site or period or fiscal year.