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Open View

The Open View feature lets you access Web Server views from the connected Central Point directly within Excel. The available views are based on the data model used by the NecAccess formula in the selected cell.

The selected view opens in a separate dialog, allowing you to explore data in different formats or analyze it from another perspective. This is helpful when comparing views or reviewing predefined ones created on the Web Server.

When to open a view​

  • Breaking down summaries: Drill into high-level values (e.g., total sales) to view detailed records, such as invoices or products.
  • Analyzing data by region: Open map-based or regional views to study results by location.
  • Using predefined views: Access curated views created by your team or administrator.
  • Combining views for comparison: Open multiple views to compare results across models or segments.
  • Validating or auditing data: Trace and verify numbers through drill-down from summary metrics.

Open a view​

  1. Select a cell that contains a NecAccess formula.
  2. In the Add-ins tab, select Open View.
  3. In the dialog, review the list of available views based on the selected data model. Each view includes:
    • View ID
    • View Name
    • View Type
  4. Select the view you want to open.
  5. Select Ok. The view opens in your browser in a separate window.
  6. Use the view as needed to explore or analyze the data.
  7. To continue your analysis, select another cell with a NecAccess formula using the same reference configuration. The Open View dialog automatically updates with the corresponding view result.