Skip to main content

Use Data Queries in Excel

In an Excel document, you can add data queries predefined on the Disclosure Management website to use as the data source for variables. This allows you to reference data from external sources in your reports, and ensures your reports can get live data.

Note: A user with the Viewer license type cannot use the Data Query feature of the Lineos DM add-in. See User Permissions for more information.

Insert Data Queries

  1. Open the Excel document from the Disclosure Management website.
  2. Select the worksheet where you want to add the data query. You can insert it in an existing worksheet or a new one.
  3. On the ribbon, select the Lineos DM tab and click Insert Data Query.
  4. Type the email address of your account in the Login window if it prompts and click Login.
  5. Lineos DM displays the Insert Data Queries panel, showing the available data queries.

    Settings for inserting data query in Excel

  6. Locate the data query you need and click Insert. You can use the Search box to search for a data query.
  7. If the data query references query filters, specify the filter values and click Continue.

    Option for specifying query filter value

  8. Modify the named range of the data query or apply the default one. The name is not case sensitive.

    Option for specifying name range of a data query

    Naming rules for a valid name range:

    • Must begin with a letter, underscore (_), or backslash (\).
    • Can only include letters, numbers, and underscores.
    • Cannot be the same as a cell reference (e.g. A1, B2, Z100).
    • Maximum length: 255 characters.
  9. Click Insert. The data query is added in the specified worksheet and Lineos DM locks the worksheet thereupon. You can no longer edit the worksheet but insert data queries to it.

Manage Data Queries

  1. With the Excel document open, click Lineos DM > Show Data Queries on the ribbon. Lineos DM displays the Data Queries panel, showing the data queries you have inserted in the document.

    List of data queries inserted in the Excel

  2. To search for data queries containing specific text in the name, type the text in the Search box.
  3. For each data query, you can:
    • Click the Refresh icon in it to update its data from the source system.
    • Click the ellipsis and select Delete to remove the data query from the document.
    • Click the Filters(x) button to edit the filter values if it references query filters.
  4. To refresh all the data queries at a time, click Refresh all at the bottom of the panel.

Refresh Data Queries

You can use the Refresh Data Queries command in the Lineos DM tab on the ribbon to update all the data queries you have added into an Excel document at any time, to ensure the data queries contain the latest data from your source systems.

Recently Viewed