Using an offline excel sheet to access scenario values

You can access the values of a scenario, that is the business plan linked to a module, from an offline excel sheet. Use the Infor SCP excel add-in to access these scenario values.

To access the scenario values from an offline worksheet:

  1. Add /excelclient/index.html to the SCP URL and follow the instructions to download and install the client.
  2. Start Excel. The excel sheet with the Infor tab is displayed.
  3. Click the Infor tab.
  4. On the Infor tab, these options are available:
  5. Specify you login details. The excel sheet with the Infor tab is displayed.
  6. On the Infor tab, these options are available:
    New Sheet
    Creates a worksheet based on the specified connection details.
    Fetch Data
    Defaults the data from the SCP server.
    Save Data
    Saves the data to the SCP server.
  7. Select New Sheet option.
  8. In the Logon window, specify this information:
    SCP Url
    Specify the url for the application. For example, https://mysopserver.infor.com:9754/.
    User name
    Specify the user name.
    Password
    Specify the password.
    Scenario
    Select the scenario. Only the scenarios to which the user is authorized to access, are listed.
    Note: The scenarios are displayed based on the Cycle, Cycle Period, Module, and Scenario.
    Worksheet
    Select the worksheet.
    Note: You can only view the worksheets of the type Standard. On the Details page of the worksheet, the ResourceType must be set to Embedded, and the Available Offline check box must be selected.
  9. Click OK. You can only modify the Value column of the worksheet for each item, location, period, and measure combination.
  10. Click Save Data.
  11. In the Conflict Resolution window, select Save Data.
  12. Click OK.