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 Edit Excel Evaluation


2025/09/20 • 7 min. to read
Excel Evaluations are managed or created via the Excel Report Builder Evaluations page.

Tip

The Download Area action opens the Download Area from where you can download free evaluations. An analysis from the analysis mode of a page can also be a good starting point for an evaluation.
If a new evaluation is created or an existing evaluation is edited, the Excel Evaluation Card opens where the general settings and the individual Excel sheets of the evaluation can be set up. Via the Add action in the Sheets area Excel sheets can be added to the evaluation.

Note

There must be at least one active sheet for an evaluation to be executed. A Data Sheet is automatically suggested when creating a new evaluation.

General, Fields
CodeSpecifies the code for the evaluation.
DescriptionSpecifies a description for the evaluation.
CommentsDisplays the first comment line if there are comments for the evaluation. Click on the field to view or edit the comments.
Evaluation GroupSpecifies a group for the evaluation. For more information, see Setup, Evaluation Groups.
ResponsibleSpecifies which user is responsible for the evaluation.
User Permission"Specifies whether the evaluation may be executed only by the user responsible for the evaluation, by all users, or only by a restricted group of users. Regardless of the selected option, the following always applies: In order for a user to execute an evaluation, they must be authorized to read the data (tables) to be evaluated.

Tip

Select the Responsible User option as long as the evaluation is not yet fully set up.
No. of User PermissionsSpecifies the number of users who are allowed to execute the evaluation if User Permission Restricted Group is set. Click on the field to manage the permissions. For more information, see Edit Evaluations, Extended, User Permissions.
No. of User AssignmentsSpecifies the number of users who have added the evaluation to their My Excel Evaluations list. Click on the field to manage or change the assignments. For more information, see Edit Evaluations, Extended, User Assignments.
File NameSpecifies a file name for the evaluation. It is possible to specify [Variables] in the file name that will be replaced by actual values when the evaluation is executed. The variables can be selected via a lookup. If the field is empty, the default setting from the Excel Evaluation Setup will be used.

Tip

The lookup shows the available variables as well as a preview based on the currently specified variables.
Date Filter Calc. Date FormulaSpecifies a date formula for the Date Filter Calculation Date.

Note

It is possible to specify [Variables] in date filters that will be calculated and replaced based on the Date Filter Calculation Date when the evaluation is executed. As Date Filter Calculation Date the Work Date is suggested. The suggested date can be additionally modified via the Date Filter Calculation Date Formula. For more information, see Edit Evaluations, Data Sheets, Date Filter Variables.
Fixed Date Filter Calc. DateSpecifies a fixed date that should be suggested as the Date Filter Calculation Date when the evaluation is executed.
Codeunit to RunSpecifies a codeunit to run when the evaluation is executed. This can be used, for example, to display notes or to recalculate or update data directly before the evaluation is executed. For more information, see Information for Developers, Runnable Codeunits.
Archive SizeSpecifies whether there should only be a certain maximum number of archive entries per user for the evaluation. If the evaluation is archived and the value is exceeded, the oldest entries in the archive are deleted. If the field is empty, the default setting from the Excel Evaluation Setup will be used.

Tip

For example, you can schedule the Archive Excel Evaluation action so that the evaluation is archived once per day "visible to all users". By specifying in the Archive Size field, you can determine how many days the archived evaluation will be available in the archive. If the value 1 is specified in the Archive Size field, only the most recent version of the evaluation is available in the archive.
No. of Archive EntriesSpecifies the number of archive entries of the evaluation. For more information, see Execute Evaluations, Evaluation Archive.
Date ModifiedSpecifies when the evaluation was last modified.
Modified BySpecifies the user ID of the person who last modified this evaluation.
Change ProtectionSpecifies whether the settings of the evaluation may be changed.

Tip

Activate the protection for finished evaluations to protect them from accidental changes.
BlockedSpecifies whether the evaluation is blocked from being executed.

Actions

Sheets

In the Sheets area the Excel sheets of the evaluation are created or managed. Sheets can be added to the evaluation via the Add action. The following sheets are available, each with different properties: In addition, the following options are available:

  • Copy current sheet

    Creates a copy of the current sheet. Data Sheets can be copied with or without PivotTables.

  • Insert sheet from...

    Can be used to insert a Data Sheet or a Text Sheet from another evaluation. Data Sheets can be copied with or without PivotTables.

Sheets, Fields
SheetDisplays information about the sheet. The sheet can be displayed or set up via the Edit action or by clicking on the field.
Connected Data SheetDisplays which Data Sheet a PivotTable is connected to.
Active SheetSpecifies whether the sheet should be the active sheet after the evaluation is executed and opened in Excel.
DisabledSpecifies whether the sheet should be taken into account when executing the evaluation or not.

Sheets, Actions

  • Add

    Inserts a new sheet.

  • Edit

    View or set up the sheet.

  • Copy

    Inserts a copy of the current sheet.

  • Up / Down

    The position or the order of the selected sheets can be changed with Up and Down.

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