Environment Configuration
The Environment Configuration tool lets you map the environment used in your Excel file based off the available environments defined by the connected Central Point.
This is especially useful in multi-environment setups, shared workbooks, and deployments where data sources vary based on the user and context.
When to use Environment Configuration
- Swtiching between environments: Select the appropriate environment (Test, Development, or Production) without editing the workbook.
- Maintaining environment-specific connections: Keep connections aligned with each environment without creating multiple versions of the workbook.
- Ensure correct data usage: Map the environment so formulas and data refreshes always use the intended source.
Dialog Overview
The window is split into two panels:
| Panel | Description |
|---|---|
| Workbook's Configuration (left) | Shows environments currently used in your workbook. These include environments originating from features like Data Extraction, Pivot Table, or References Configuration. |
| Available environments (right) | Lists all avialable environments from the connected Central Point. |
Configure Environment
- In Excel, go to the Add-ins tab and click on Environment Configurations.
- Click the environment from the Workbook's Configuration section (left) and the environment in the Available environments section (right) to map them. Unlike Data Models, the mapped environments do not have to match
The ones that are already mapped, it will show as selected. - Click Save to apply the mapping and accept the confirmation popup.
- Click Close once done.