Workbook Set Up
    • Dark
      Light
    • PDF

    Workbook Set Up

    • Dark
      Light
    • PDF

    Article summary

    The Workbook Set Up section allows a user to quickly update the report tables to match a preferred look and feel as well as hiding unnecessary approaches, etc.

    Unhide the section by clicking the Show link.

    Set Display Table Styles

    1. click on the Options icon in the Lightbox Ribbon. Unprotect the workbook.

    Tip:
    You can easily change the Font for all tables in the Options utility as well.

    3. Adjust the following styles to the desired Fill Colors, Font family and Font Size.

    Click the Set Styles for all Tables using the above button to update table styles throughout the Excel Model. 

    Tip:
    Need more formatting options? Use the Excel "Styles" editor.

    Hide Unused Approaches/Modules

    Quickly set up your workbook to match your report scope. Click the appropriate buttons Hide/Unhide the respective Approach worksheets and for Valuation Subscribers, extra modules such as the Discounted CashFlow import and the Market Analytics import.

    For instance, clicking the Hide Cost Approach button, will hide the Cost worksheet and set the Cost Approach to "was not" used in the Scope worksheet. Clicking the button again will unhide the Cost worksheet.



    Was this article helpful?

    What's Next
    Changing your password will log you out immediately. Use the new password to log back in.
    First name must have atleast 2 characters. Numbers and special characters are not allowed.
    Last name must have atleast 1 characters. Numbers and special characters are not allowed.
    Enter a valid email
    Enter a valid password
    Your profile has been successfully updated.