Skip to Content

Relevant versions: BPC5.x+


Using Excel “FORMS” to provide end user initiated function selection capability:



  1. Form the Excel menu View>Toolbars>Forms   The forms toolbar will appear.
  2. To create a user selectable “button”, select the form that looks like a grey rectangle.
  3. Create the button by moving your cursor to the desired location and trace out the location of the button.  You can always resize and reposition the button at a latter date by access the object’s Format Control.
  4. When you create the button, you will be asked to identify a macro for the object.  The macro is the excel program that will be executed when the button is clicked.
  5. The following macros are typically used within BPC applications:


           [Same as “REFRESH WORKBOOK”



          [Same as “SEND AND REFRESH SCHELDULE”]  


  1. Edit the text of the new button by right clicking on the button outline and selecting  “Edit Text” from the context menu:  
  2. Final product:  you now have a “button” that will allow the user to initiate specific actions.
To report this post you need to login first.


You must be Logged on to comment or reply to a post.

  1. Former Member

    We’re implementing outlooksoft in our landscape and I need to integrate it with our Portal. Do you have any idea on how this can be achieved.


Leave a Reply