To create a self-updating table in Excel:
- Create a Workbook in the Lipper IM table.
- When creating the column (for example: %Growth TER Def ExD Def USD), make sure the Time Period "To" is set to Latest Data Date.
- Once done, save the workbook to your folder.
- Click Scheduling.
- You can select All in Owner, Status, Destination, and Format.
- Click New Schedule, locate the folder where the workbook is saved and double click on the file.
- Select Excel as an Output and the destination of the updated file can be your folder.
- Click the Schedule tab and set the update you require.
- Click the Notification tab that will allow you to indicate the email address where you want to receive notification for the update on your workbook. Make sure that the Send notification box is ticked.
Once there is an update, you will receive an email notification indicating the Name, Date, Owner (who created the Scheduling) and the File Name. Just click on the file name and wait for the download to complete.