Add a Subtree from an Excel Object

You can use the CDM Extension Taxonomy Editor to add a subtree from an Excel object to the Primary Items pane.

A subtree contains elements that are generated based on a range (rows or columns) in an Excel object.

1. Open the report you want to work with.
2. Open the extension taxonomy.
3. In the Relationship Groups tab, select the Display checkbox for the relationship group.
4. In the Primary Items pane, right-click the relationship group and click Check out.
5. Open and check out the Excel object you want to work with.
6. Select a row or column range in the Excel object.
7. In the Primary Items pane, right-click the parent element and click Add > Subtree. The subtree is added to the Primary Items pane, and the labels are bound to the Excel cells.