Modify values in the spreadsheet offline and reupload
Keeping your spreadsheet data up-to-date is crucial for ensuring accurate and reliable information in your documents. Whether you need to make major or minor changes, the application provides a seamless way to modify and update your spreadsheet data. Find below the steps to modify your spreadsheet values offline.
To re-upload a modified file from your device, adhere to the following steps:
1. Navigate to the spreadsheet which needs to be updated.
2. Click on "More Actions" to display options for managing your spreadsheet.
3. Select the "Replace File" option and upload the revised spreadsheet. This step will ensure that the updated file is processed and integrated into the system.
4. Proceed by selecting the current sheet (source data) and the replacement spreadsheet, verifying that both are accurate. The names of the current and replacement files will be displayed for identification.
Sheets, where cells are linked, ( Create Links ) to the document cannot be replaced. In order to replace such sheets links have to be removed between the spreadsheet and the document. Remove links. 5. Click "Replace" to apply the changes.
If the file contains linked content, only sheets without links can be replaced to maintain data integrity.
6. Once the sheet is replaced, there will be an indicator (Links to be refreshed)denoting, there are updated values in the spreadsheet which have not been updated in the document yet. To refresh the links in the document to reflect the updates in the spreadsheet, refer to the section on Refresh or Update Values. By meticulously following these steps, you can ensure that your spreadsheet data remains current and accurate, thereby providing consistent information across your document. 7. When the spreadsheet is linked to the document and the links are established, there will be an indicator (Link(s) available) appears in the spreadsheet layer.
Related Articles
Spreadsheet Layer
The Spreadsheet feature in Rainbow enables effortless integration of your source data residing in spreadsheets with the document in the application. Any modifications made to the integrated spreadsheet can be synchronized with the corresponding ...
Modify values
Maintaining accurate and up-to-date spreadsheet data is crucial for the reliability of your documents. The application provides an efficient way to make changes to your spreadsheet data. This article outlines the steps required to make these ...
Link spreadsheet data with the document
Once data is imported into the application either by uploading a spreadsheet or creating a new spreadsheet, it can then be linked to the document available in the content layer. Follow the steps outlined below to effectively link data: To begin, ...
Review updated values
Once the values are updated in the document via spreadsheet, you can compare the new values with the previous values. Follow the steps below to check the previous values: Click on the "Show or Hide values before Refresh" icon. To ensure transparency ...
Update linked values
The process of updating values from spreadsheet which are linked to the documents plays a vital role. The application offers intuitive methods to seamlessly update the document with revised data from one or more spreadsheets. This article outlines ...
Popular Articles
Sign in to the Rainbow application
You can log in to the Rainbow application with the credentials (registered email address and password) shared by us. To access the login page, use the following URL: rainbow.datatracks.com Enter your registered email address and password. Click on ...
Create entity
An "Entity" is a term used to describe a company that's required to create and submit periodic reports to regulatory authorities in iXBRL format. It's important to note that a single firm can have multiple entities under its umbrella. To uniquely ...
Create user
A "User" refers to a specifically identified individual who plays a role in preparing, reviewing, and filing documents. Follow the provided steps below to create a user. Admin >> User >> Add >> Submit Hover the mouse over the “Admin” menu at the top ...
Edit user
In case you would like to modify the user details, you can change them by following the provided steps below. Admin >> User >> Edit >> Submit. 1. Hover the mouse over the “Admin” menu at the top right of your screen then select "User" to access and ...
Create user role
A "user role" is a defined set of permissions and privileges assigned to a user within the application. These roles are created to determine what actions a user can perform, what information they can access, and what functions they can execute within ...
Recent Articles
Direct Filing
Direct Filing Option is available that simplifies the submission process of Edgar HTML and XBRL/iXBRL for various form types. Below are the outlined steps required to initiate and complete the Direct Filing process seamlessly. First step is to choose ...
Unable to create return
The error you are experiencing may be due to the expiration of HMRC’s Authorization (OAuth token). By following the steps outlined below, you will be able to reauthorize and continue with your submission. Steps to Revoke Authorization and Reauthorize ...
Download document for offline review
Once document is ready, you have the flexibility to download it offline in multiple formats such as HTML, PDF, or Word, depending on your needs. Follow the provided steps below. 1. In the Document Process screen, begin by choosing the required entity ...
Create or Extend dimension
Dimensions are applied in combination with an element to add a precise description to the value tagged in financial reporting. By using dimensions, you can specify various attributes of a financial fact, such as the product type, geographic region, ...
Build calculation
In the Presentation Tree Role, constructing and managing calculations is crucial for maintaining the accuracy of your financial data. This guide will lead you through the steps to create, update, and manage these calculations, ensuring that your data ...