Datenverknüpfung und Echtzeit-Updates in Caseware Cloud Connector
Hinweis: Your firm administrator must purchase and enable Caseware Cloud Connector for your account.
If a data value changes in the engagement, the change is automatically reflected in the excel file.
Hinweis: 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 use the Duplicate & Unlink option. This will create a copy of the spreadsheets that does not include formulas which you can use to backup information or send it to clients. Note that protected sheets cannot be duplicated.
Example:
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You insert the name for the trial balance group Cash in the excel file using the Caseware Cloud Connector Add-in.
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As you're working on your engagement, you modify the group name to be Cash and cash equivalents.
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You'll notice that Cash has automatically changed to Cash and cash equivalents automatically displays in the excel file.
However, if you modify a group number in your engagement, the change is not automatically reflected in data you've inserted the excel file. You must re-insert the data in the excel file.
Beispiel:
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You insert the name of the trial balance group Cash in the excel file using the Caseware Cloud Connector Add-in.
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As you're working on your engagement, you modify the group number for Cash.
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You'll notice that the cell now displays an incorrect name or no value.
To fix, delete the existing value and re-insert the name of the trial balance group Cash in the excel file.
