Link CaseView data to Word or Excel
You can link data from a CaseView document to Word or Excel by saving the value of a cell to the CaseView database, then referencing the database record from your Microsoft document.
Note: You must disable the following option in the CaseView document before you can link data to Excel: Document Settings | Client Options | Document owns CaseView database records.
To save a cell value to the CaseView database:
- In CaseView, right-click on a cell and click Edit Cell....
- In the Properties menu, click General. In the Calculation Properties group, select External Data Access.
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In the Properties menu, click External Data. Complete the following:
- In the Data Type drop-down menu, select Global Cell Data (Long ID).
- In the Identifier field, enter a unique identifier for the cell.
- In the Load Value Calculation field, enter a CaseView calculation.
- In the Save Value Calculation field, enter r(0).
Click OK.
The cell value is saved to the CaseView database. You can now create the reference in Word or Excel.
To reference a CaseView database record:
- In Word or Excel, click on the location or cell where you want to add the reference.
- On the Add-ins tab, in the Connector group, click CaseWare Linkage.
- In the Category menu, select CaseView Data.
- In the Results pane, select the database record storing your CaseView cell value.
- Click on the value to populate the formula bar, then click Accept. Alternatively, right-click the value and click Link Formula.
Your CaseView data is linked to your Word or Excel document.