Environment Configuration
The Environment Configuration tool lets you control which environment your Excel file connects to, based on the environments defined in the connected Central Point. Instead of modifying your Excel file or creating multiple versions of the same file, you map each environment used in the file to the one you actually want to use.
This is especially useful in multi-environment setups where the same Excel file needs to run against different data sources depending on the context, such as switching between Development, Test, and Production without touching any formula or connection directly.
Access Environment Configuration from the Add-ins tab.
When to remap an environment
- Switching between environments without editing the Excel file or any formula directly.
- Ensuring formulas and data refreshes always pull from the intended source when working in a multi-environment setup.
- Sharing the same Excel file across teams where each user needs to connect to their own environment without maintaining separate file versions.
Dialog breakdown
| Panel | Description |
|---|---|
| Workbook Configuration | Lists the environments currently referenced in your Excel file. This panel is empty if no environments have been configured yet. Environments appear here when they are used by features such as Data Extraction, Pivot Tables, or References Configuration. |
| Available environments | Lists all environments provided by the connected Central Point. Each environment displays its name followed by a unique identifier (GUID) in parentheses, which distinguishes environments that share the same name across different setups. The NA option is always available and removes any active mapping for the selected environment. |
Map an environment
- Open the Add-ins tab and select Environment Configurations.
- In the Workbook's Configuration panel, select the environment you want to remap.
- In the Available Environments panel, select the environment you want to map it to.
- Click Save to apply. Click Close when finished.
Mapped environments do not need to match by name. You can map any environment from your Excel file to any environment in the Available Environments list regardless of what they are called.