Manage the index

Create an index

Excel > CCH® Tagetik > Design

  1. Open the desired form.
  2. In the multifunction bar, click . Otherwise, in the Open items tab, click the desired form > : the system will create an index of the existing sheets.

Edit an index

  1. To open the Index Wizard, choose one of the following methods:
  2. With the index open, double click one of its cells.
  3. In Design mode with the index open, click in the multifunction bar.
  4. In the Open items tab, double click below the item containing the index.
  5. To enter cell fields, click Report or Sheets as desired, select the desired predefined functions from the list and click .
  6. Click on the desired button.