If you’ve ever downloaded multiple pages from a Prophix report into Excel you may have noticed the default settings when downloading to Excel is to label different worksheets as Sheet 1/Sheet 2/Sheet 3 and so on. This can irritate end-users who would prefer worksheets to be labelled with relevant descriptions. The easy solution is to automatically customize naming for each worksheet when saving to Excel. Note, this option needs to be selected for each report individually.
To customize worksheet name:
Open any template in Design mode and select Options.
Select ‘Save as Excel’ tab and when you scroll down you need to ensure the Customize Worksheet naming is turned on. If turned on, select the pencil icon to define names for worksheets, by adding Auto Text elements that provide your own text, the file name, or the name and key of the current member of a page dimension or a page hierarchy group.
Let us know if you’ve tried it out or you think this will help!
Just updated some of my forecasting templates using this suggestion. I always had this issue since there are multiple sheets and all get names like 1, 2 and so on
) Thank you for this great tip!