Insert data using the right pane with CaseWare Cloud Connector

Note: Your firm administrator must purchase and enable CaseWare Cloud Connector for your account.

You can use the right pane to retrieve and insert data from the engagement into the excel file.

Note that your starting point is always the Documents page:

  1. Go to the Documents page.

  2. Open the excel file.

  3. Select the Datalink icon from the ribbon.

  4. A pane opens on the right side showing two data source links: Trial Balance and Properties.

The Cloud Connector pane in the excel file.

To insert trial balance data:

  1. Select the cell where you want to insert trial balance group data.

  2. Go to the right pane and locate the desired group. Use the down arrows () to expand parent groups if needed.

  3. Tip: You can also use the search field at the top. You can search by group name or group number (if you've enabled the display of trial balance group numbers in your product).

    Using the search field to find trial balance groups.

  4. Select the Insert TB Link icon () next to the group.

    The Link icon in the Trial Balance data source displays a drop-down; preseting options for values to insert.

  5. From the drop-down, select either Name, Current Period or Prior Period.

  6. The selected data is fetched from the engagement and inserted in the cell.

To insert an engagement property:

  1. Select the cell where you want to insert an engagement property.

  2. Go to the right pane and select the Properties tab.

  3. Locate the engagement property that you want to insert.

  4. Tip: You can also use the search field at the top.

  5. Select the Insert Property Link icon ().

  6. The information is fetched from the engagement and inserted in the cell.

To insert a firm property:

  1. Select the cell where you want to insert an engagement property.

  2. Go to the right pane and select the Properties tab.

  3. Scroll down to the Firm Properties section.

  4. Select the Insert Property Link icon () to insert the Firm name or the Firm address.

  5. The information is fetched from the engagement and inserted in the cell.

Tips:
#BUSY! means that it's taking a few moments to load the data into the cell.
#VALUE! means that the data cannot be found. For example, if the firm address has not been entered, #VALUE! displays in the cell.

Note: Do not forget to save your excel file once you're done. If you want to share a copy of the current excel file and do not want the data to update as the engagement file is updated, you can copy the file contents and use the Paste Special | Values option to paste the content in a new excel file. This will ensure that formulas are not included in the new file. For more information, see Paste options.