Renaming Reports - Revision history

Nic at 03:21, 16 April 2014

2014-04-16T03:21:37Z

← Older revision		Revision as of 22:21, 15 April 2014
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	To rename reports, follow these steps.		To rename reports, follow these steps.

	# From within BudgetLink, open the report to rename;		# From within '''BudgetLink''', open the report to rename;
	# Right-Click on the tab at the bottom in Microsoft Excel and choose '''Rename''';		# Right-Click on the tab at the bottom in Microsoft Excel and choose '''Rename''';
	# Enter the new name for the report and press '''Enter''';		# Enter the new name for the report and press '''Enter''';
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	To rename workbooks, follow these steps.		To rename workbooks, follow these steps.

	# From within BudgetLink, ensure the workbook to rename is closed;		# From within '''BudgetLink''', ensure the workbook to rename is closed;
	# Navigate to the '''35. Help''' workbook and then the '''Links''' worksheet;		# Navigate to the '''35. Help''' workbook and then the '''Links''' worksheet;
	# Click on the link ending with '''...\System\''';		# Click on the link ending with '''...\System\''';
	# All the workbooks from within BudgetLink that are displayed in the menu will be listed. Identify the workbook and rename it;		# All the workbooks from within BudgetLink that are displayed in the menu will be listed. Identify the workbook and rename it;
			# Return to '''BudgetLink''' and click on the '''Refresh Menu''' button.

	=== Notes ===		=== Notes ===

Nic at 03:21, 16 April 2014

2014-04-16T03:21:05Z

← Older revision		Revision as of 22:21, 15 April 2014
Line 20:		Line 20:
	# From within BudgetLink, ensure the workbook to rename is closed;		# From within BudgetLink, ensure the workbook to rename is closed;
	# Navigate to the '''35. Help''' workbook and then the '''Links''' worksheet;		# Navigate to the '''35. Help''' workbook and then the '''Links''' worksheet;
	# Click on the ~~linking~~ ending with '''...\System\''';		# Click on the link ending with '''...\System\''';
	# All the workbooks from within BudgetLink that are displayed in the menu will be listed. Identify the workbook and rename it;		# All the workbooks from within BudgetLink that are displayed in the menu will be listed. Identify the workbook and rename it;

Nic at 03:20, 16 April 2014

2014-04-16T03:20:54Z

← Older revision		Revision as of 22:20, 15 April 2014
Line 18:		Line 18:
	To rename workbooks, follow these steps.		To rename workbooks, follow these steps.

	# From within BudgetLink, ensure the workbook is closed;		# From within BudgetLink, ensure the workbook to rename is closed;
	# Navigate to the '''35. Help''' workbook and then the '''Links''' worksheet;		# Navigate to the '''35. Help''' workbook and then the '''Links''' worksheet;
	# Click on the linking ending with '''...\System\''';		# Click on the linking ending with '''...\System\''';

Nic at 03:20, 16 April 2014

2014-04-16T03:20:37Z

← Older revision		Revision as of 22:20, 15 April 2014
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	=== Notes ===		=== Notes ===

	* The workbooks are listed alphabetically within BudgetLink's menu. As such, you can also control the order of the ~~report~~ by changing the leading number in the workbook name.		* The workbooks are listed alphabetically within BudgetLink's menu. As such, you can also control the order of the workbooks by changing the leading number in the workbook name.

	== Related Topics ==		== Related Topics ==

	* [[Menu]]		* [[Menu]]

Nic: Nic moved page Renaming reports to Renaming Reports without leaving a redirect

2014-04-16T03:18:25Z

Nic moved page Renaming reports to Renaming Reports without leaving a redirect

← Older revision	Revision as of 22:18, 15 April 2014
(No difference)

Nic: Created page with "== Overview == Each report in BudgetLink is a separate worksheet of a workbook. As such, the reports can be renamed easily. The Menu is structured such that the first lev..."

2014-04-16T03:17:33Z

Created page with "== Overview == Each report in BudgetLink is a separate worksheet of a workbook. As such, the reports can be renamed easily. The Menu is structured such that the first lev..."

New page

== Overview ==

Each report in BudgetLink is a separate worksheet of a workbook. As such, the reports can be renamed easily. The [[Menu]] is structured such that the first level is the name of the workbook, and the second level is the name of the Worksheet.

== Renaming Reports ==

To rename reports, follow these steps.

# From within BudgetLink, open the report to rename;
# Right-Click on the tab at the bottom in Microsoft Excel and choose '''Rename''';
# Enter the new name for the report and press '''Enter''';
# From the Excel Menu, choose '''Save''' and then the option to '''Update'''.
# Chose '''Yes''' if prompted to clear the data already in the sheet.

== Renaming Workbooks ==

To rename workbooks, follow these steps.

# From within BudgetLink, ensure the workbook is closed;
# Navigate to the '''35. Help''' workbook and then the '''Links''' worksheet;
# Click on the linking ending with '''...\System\''';
# All the workbooks from within BudgetLink that are displayed in the menu will be listed. Identify the workbook and rename it;

=== Notes ===

* The workbooks are listed alphabetically within BudgetLink's menu. As such, you can also control the order of the report by changing the leading number in the workbook name.

== Related Topics ==

* [[Menu]]