The participant data for DB Precision is stored on your network in a relational database inside several different tables. Most people do not work with relational databases however, and are instead accustomed to working with data in Excel Worksheets.

DB Precision includes the ability to view participant data as if it were in Excel.

• View/Query Data: Person Worksheets can quickly be created on-the-fly to create real-time, two-dimensional views of the data. By using the ability to filter data based upon column values, you can query a sponsor's participant data and determine which individuals satisfy one or more criteria.
• Edit Data: for any Person Worksheet, you can edit values to make data changes to the data. As with any change made, these changes are recorded in the transaction log.
• Delete Data: by deleting Reported Amounts or benefits in a worksheet, you can delete those amounts from the database. If you highlight a whole column of Reported Amounts and press delete, you can delete the Reported Amount for everybody.
• Portal Listings: you can make any Person Worksheet viewable over the portal so that sponsor contacts can generate real-time listings of their data.

To create a Person Worksheet, open the Plan Sponsor, right-click the item Person Worksheets, and the select Add from the resulting menu. Rename the newly created item and then double-click on it to open the Person Worksheet screen.

Here, you can add items by first selecting from items in the Category list and then double-clicking or dragging items in the Detail list over to the Columns list. Columns can be reordered by dragging items within the columns list. Note that the first column of any worksheet must be SSN.

You can specify additional details for an item as well as set up filters and sorting by double-clicking on items within the Columns list.