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Data Entry

The Data Entry feature allows you to input or update values directly in Excel and write them back to the source data. This is especially useful for budgeting, forecasting, planning, and recording transactions.

The list of available sheets for data entry is based on the data model referenced by the NecAccess formula in the selected cell.

When to use Data Entry​

  • Capturing budgets or forecasts: Enter planned values directly in Excel and write them back to the source.
  • Allocating values across dimensions: Distribute inputs across multiple fields in a structured way.
  • Building templates for data collection: Create reusable input sheets tailored for teams or individual contributors.
  • Updating specific fields: Modify targeted values without accessing the source data directly.
  • Performing planning tasks: Write back updated data in real time to support forecasting and scenario modeling.

Use Data Entry​

  1. Select a cell that contains a NecAccess formula.
  2. Go to the Add-ins tab and select Data Entry.
  3. Choose the worksheet you want to use for data entry. Each worksheet includes:
    • View ID
    • View Name
    • View Type
  4. Click OK. The selected worksheet opens in your browser.
  5. Use the worksheet to analyze, input, or update your data as needed.
  6. (Optional) If needed, select another NecAccess cell using the same reference configuration.
    The Data Entry dialog automatically updates to reflect the new context.
    After submitting or updating values, related NecAccess formulas in your Excel workbook refresh automatically with the latest data.