If you have a new post in your annual financial report you will need to add the new line to both your Excel template and your visual input, whether you use PDF, EPub or HTML format.
When you add the line to your Excel template, you need to make sure that the simplified tags also includes the new row into account. In this article, you will learn how to easily add a new row to the Excel template you use for conversion.
How to Add a New Line to a Statement in Your Excel Template
Start by opening the Excel template you use for conversion and navigate to the sheet containing the financial statement, where you want to add a new line;
On the left hand side of your Excel window, you simply need to right click the line number where you want the new line to appear and choose "insert". Doing it like this ensures that the dynamic formula in the simplified tag includes the new line;
You then add the relevant label and figures to cells in the line;
Afterwards, you need to take a look at the different cells containing formulas in the sheet. Please kindly make sure the new line items are included in the existing calculation. If you are adding a subtotal element, make sure the created formula covers all the corresponding line items.
When everything has been updated, you can do a technical check by uploading the updated Excel template only to the ParsePort Platform and converting it. This will let you know if there are any issues with the mapping, and if the extra lines are recognised in our tool or not. Either way, it will need to be sent to us for review.
As a rule of thumb, we remind you to always align your changes made in your technical file in your visual input as well.