Allow Document Management templates to use Tables and Filters
At present any Excel templates in Document Management lose their Tables and Filters when a document is created. These are very useful features in Excel and we are likely to want to use DM to create working papers more and more. Particularly as Audit Automation is going to join Accounts Production in Central in the future.
At present these templates need to be kept outside of Central, which is not ideal.
Paul Newton
shared this idea
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AdminEvan Jones
(Admin, CCH Software)
commented
Thanks both
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Paul Newton
commented
A 'Table' is a feature in Excel. When you create a table in an Excel worksheet, it's not only easier for you to manage and analyze your data, but you also get built-in filtering, sorting, row shading with Banded Rows, and the ability to use different formulas in a Total Row.
I knew that the filters were retained now, but I haven't tested whether Tables are still lost when creating a new document from a template with a Table inserted.
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Leanne Stevenson
commented
This also applies to text boxes, headers/footers and conditional formatting.