Workbook & Worksheet Properties
Configure rounding, data clearing, filters, and display options for your reports.
OfficeConnect has three levels of settings that control report behavior, each overriding the one above it:
- User Settings — your personal defaults for all new workbooks
- Workbook Properties — settings for the current workbook (overrides User Settings)
- Selection Properties — settings for a specific row, column, or cell (overrides Workbook Properties)
User Settings
Access via OfficeConnect ribbon → User Settings.
| Setting | Default | Description |
|---|---|---|
| Round to | Thousands | How to round numbers. Options: Hundreds, Thousands, Ten Thousands, …, Billions, No Rounding |
| Show zero in cells with no data | On | Shows 0 instead of blank for empty cells |
| Security block result text | n/a | The placeholder text shown in linked cells after data is cleared on save |
| Show refresh errors | On | Shows a list of cell errors after refresh |
| Show refresh warnings | On | Shows a list of warnings after refresh |
User Settings apply to all new workbooks you create. They don’t change existing open workbooks.
Workbook Properties
Access via OfficeConnect ribbon → Workbook Properties.
General tab
| Setting | Description |
|---|---|
| Clear Data | Always clear data upon save — replaces data with security text on save (recommended for sensitive data). Never clear data upon save — retains data when saving. |
| Include update groups in refresh | Auto-updates element groups when you refresh |
Filters tab
| Setting | Description |
|---|---|
| Enable filters | Toggles workbook-level filters on/off |
| Display unknown elements | Shows elements that aren’t accessible or don’t exist in the hierarchy for a given date |
Format tab
| Setting | Description |
|---|---|
| Round to | Overrides User Settings rounding for this workbook only. Applies to all sheets. After changing, click Refresh > All Sheets. |
| Report date | Sets the date displayed by {Report Date} labels |
Selection Properties
Access by right-clicking a row, column, or cell → OfficeConnect → Row/Column/Cell Properties.
Selection Properties override Workbook Properties for the selected area. Useful for:
- Suppressing rounding on specific cells that contain percentages
- Controlling row/column display (hide zeros, hide blanks) for part of a report
Precedence summary
Selection Properties > Workbook Properties > User Settings
The most specific setting always wins.