Create a Distribution Control Worksheet

The columns in a distribution control worksheet are predefined by insightsoftware, and should not be modified. The rows defined in a distribution control worksheet will depend on an organization's reporting requirements, however.

1. In Excel, from the Distribution Manager Ribbon, select Create New Distribution Control Worksheet. The Create a New Distribution Control Worksheet panel appears.

2. Type the desired New Worksheet name, and click Create. The Maintain Specifications panel appears.
3. Use the following table to enter data in the Maintain Specifications > General tab:

Field	Description
Destination:
Type	Click the drop-down list, and, select the destination type for the distribution. Valid types are: Email File Save Group (member specification row, that distributes only to the group master) Print Note: If Print is selected, the system prints to the user's default printer.
Name	Specify the name to be assigned to the distribution. The name must be unique for each specification row. If left blank, the current workbook name is used. If left blank in multiple specification rows, the current workbook name, and an appended sequence number is used. This option is not applicable if Type is set to Group.
File Type	Click the drop-down list, and, select the file type for the distribution. Valid types are: Excel Excel (xlsx) Excel (xlsm) Excel (xls) CSV HTML PDF None (do not distribute any sheets from the workbook; only applicable if Type is set to Email) Word (distribute a Word document; see Narrative Reporting) for more information). If Excel is selected, the system assigns the current workbook type. This option is not applicable if Type is set to Group.
Folder	If Type is File Save, type the path, or, click the Browse button, and specify the location where the document will be saved. Use a pipe ( | ) to separate multiple locations. The full path, or a shortcut may be used (for example, C:\Testing\Output|One|Two, where folders One and Two will be concatenated with the first path in the list). The destination location must be different than the source location.
Modify Cells:	This section indicates the worksheet cells to receive designated values. To add cell parameters: click the drop-down list, select the worksheet, enter the cell and value information, then click the Add button. To modify cell parameters: select the line in the window, and make the appropriate change(s). To remove a cell parameter: select the line in the window, and click the Remove button. To clear all parameter lines: click the Clear button. Note: In the below screenshot, for the Income Statement worksheet, cell H4 will contains a value of 5 (reporting period), and cell H6 contains a value of 00060 (reporting company).
Worksheet	Specify the worksheet to receive the data.
Cell	Specify the cell to receive the data.
Value	Specify the value to be placed in the defined cell.
Specify Worksheets:	This section indicates the worksheets and chart objects from the active workbook to be included in the distribution. If left blank, all worksheets in the workbook will be distributed. If File Type is set to HTML, at least one worksheet must be specified. To: Select a worksheet: click the drop-down list, and, select the desired worksheet, whether or not to hide zero lines, then click the Add button. The selected worksheet displays in the window below. Select all worksheets: select whether or not to hide zero lines, then click the Add All button. All worksheets appear in the window below. Remove a worksheet: select the worksheet in the window, then click the Remove button. Remove all worksheets: click the Clear button. Control the order of worksheets in the distributed workbook: select the worksheet in the window, and click the appropriate arrow buttons to move the selected worksheet up or down the list. Note: In the below screenshot, the Income Statement and Expanded Report worksheets have been selected, the target sheet names have been assigned, and the hide zero lines option has been selected for both worksheets.
Hide Zero Lines Default	Specify the default value to be assigned when a worksheet is added to the selection. If no worksheets are selected, this option determines whether or not to hide zero lines for all distributed worksheets.
Worksheet	Specify the worksheet to be distributed.
Target Sheet Name	Specify the name to be assigned to the distributed worksheet. The name may be hardcoded, a cell reference, or merge data. Note: If using cell reference, syntax must begin with = (for example, =Sheet2!A3). This is not required if using merge data syntax (see Merge Data for more information).
Hide Zero Lines	If selected, worksheet rows with zero values are hidden. This option is only applicable to rows with insightsoftware GXL or GEXQ formulas, or ProSheet Account Data formulas.
Protect	If selected, the worksheet is protected during the distribution process. Note: The password to be used for unprotecting the sheet is defined in the Maintain Specifications > Misc tab.
Word Documents:	If the File Type is set to Word, this section replaces the Specify Worksheets section, and indicates the Word documents to be included in the distribution. At least one document or folder must be specified. To: Select a document: click the Select File button, navigate to, and, select the desired document. The selected document displays in the window. Select all documents in a folder: click the Select Folder button, navigate to, and, select the desired folder. The selected folder displays in the window. Remove a document: select the document in the window, then click the Remove button. Remove all documents: click the Clear button. See Narrative Reporting for more information.
Convert Formulas to Values:	Click the drop-down list, and specify which formulas, if any, should be converted to values. Valid options are: Global Only (all Spreadsheet Server, and appropriate Budget Accelerator and ProSheet formulas) All Formulas (all formulas in the worksheet) None (no conversion)
Remove non-distributed sheets prior to processing	If selected, non-distributed worksheets are removed prior to distribution, in order to enhance performance time. Note: Sheets being distributed may not reference non-distributed sheets.
Recalculate Before Sending:	Specify whether or not to recalculate the worksheet(s), or to clear and recalculate the PC cache, before distributing. Note: If using Distribution Manager to modify a cell, the worksheet is always recalculated, regardless of the Recalculate Before Sending option selected.
Generate GXEs	If selected, all Spreadsheet ServerGXE formulas are generated prior to distribution.
Generate GEXDs	If selected, all Spreadsheet ServerGEXD formulas are generated prior to distribution.
Zip Destination	If selected, the workbook is added to a ZIP archive prior to distribution. This option does not apply if Type is set to Group or Print.
SPECS Row Placement:	This section indicates in which Excel row to place the specifications.
Replace Active Row	If selected, specifications are pushed to the current active row in the Distribution Control sheet.
Insert After Active Row	If selected, specifications are inserted in a new row below the current active row in the Distribution Control sheet.
Current SPECS Row	Displays the row number of the specifications being displayed in the panel.
Active Row	Displays the current active row in the Distribution Control worksheet.


4. Use the following table to enter data in the Maintain Specifications > Email tab:

Note: This tab is only available if Type is set to Email.

Field	Description
To	Specify the email address(es), or when applicable, click the To button to select the email address(es) to which to distribute the associated document. Multiple addresses must be separated by a semicolon ( ; ) or comma ( , ), depending on the email server type. Note: The Distribution Manager Settings > Consolidate Emails option determines whether a recipient included in multiple specification rows of a distribution run receives one email with multiple attachments, or one email per specification row.
Subject	Specify the subject line of the email.
One Email for all Recipients	If selected, a single email will be sent for the specification row with all recipients visible in the To line. Note: If selected, the Distribution Manager Settings > Consolidate Emails option is ignored.
Body	Specify the body text of the email. Defaults to a plain text editor, however, HTML Editor offers various editing options (for example, fonts, tables, insert pictures, etc.) may be available.


5. Use the following table to enter data in the Maintain Specifications > Grouping tab:

Note: Grouping is used to combine multiple specification rows' specified worksheet(s) into a single workbook for distribution purposes. See the below example. This tab is unavailable if File Type is set to Word.

Field	Description
Group Master SPEC	If selected, the specification row is a group master. If pushed to the Distribution Control worksheet, the value [GROUP SPEC #n] (where n is a system-generated number) is assigned in the SPEC Group Control column. Note: Multiple group masters may be defined per workbook.
Member of Group	Click the drop-down list, and, select the destination name of the group master to which the specification row is a group member. If pushed to the Distribution Control worksheet, the system assigns the number associated with the group master in the SPEC Group Control column.


6. Use the following table to enter data in the Maintain Specifications > Misc tab:

Field	Description
Protection Passwords:
Open Workbook/PDF/Protect Document	Specify the password, if necessary, required to open the distributed workbook, PDF, or document.
Modify Workbook/Restrict Editing (Read Only)	Specify the password, if necessary, required to modify the distributed workbook or document.
Protect Sheet	Specify the password, if necessary, required to unprotect sheets in the workbook during the distribution process.
Workbook Macros:
Beginning (Prior to Processing)	Specify the name of the macro, if any, to be executed prior to distribution.
Middle (Default)	Specify the name of the macro, if any, to be executed during distribution. Note: Middle macros occur after cell replacement, GXE, and GEXD processing, and before merge fields, replacement of off sheet references, removal of undistributed sheets, hide zero lines, reorder sheets, and rename sheets processing.
Ending (After Processing)	Specify the name of the macro, if any, to be executed after distribution.
Additional Attachments:	This section indicates additional documents to attach during the distribution process. To: Select a document: click the Add button, then browse to, and, select the desired document. Remove an attachment: select the attachment in the window, then click the Remove button. Clear all attachments: click the Clear button. Note: This option is not applicable if Type is set to Print.
Attachment	Displays the name and location of the item to be sent as an attachment.
Merge Document Range Name	Specify the range name from which to pull refreshed data elements into the associated attachment (see Merge Data for more information).


7. Once all necessary data has been properly entered, use the following table to select the appropriate row to be updated:

Field	Description
SPECS Row Placement:	This section indicates in which Excel row to place the specifications.
Replace Active Row	If selected, specifications are pushed to the current active row in the Distribution Control sheet.
Insert After Active Row	If selected, specifications are inserted in a new row below the current active row in the Distribution Control sheet.
Current SPECS Row	Displays the row number of the specifications being displayed in the panel.
Active Row	Displays the current active row in the Distribution Control worksheet.

8. Click the Push button to replace or insert the specifications in the Distribution Control worksheet.
9. Repeat steps 3-8 as necessary, to create additional specification rows.
10. Click the Quit button. The Distribution Control worksheet appears.

11. Save the workbook.