Task Pane

The xpna task pane is opened from Excel's Home ribbon button Report & Plan with the xpna logo and it is closed by using the X in its top right corner. It is the primary interaction point for day to day work in xpna.

As with other Excel task panes, the xpna task pane can be resized and undocked to give users flexibility on where and how to show it on their desktop.

There are five pages available from the menu along the top of the task pane:

• Home
• Members & Hierarchies
• Connections
• Workspace Management
• Help and Support

The Home page also includes the Templates experience for discovering and inserting pre-built workbook layouts.

Along the bottom of the task pane is the Info & Actions Footer

Installation

The xpna addin can either be installed automatically using the Launch xpna page or by following the installation instruction.