BULK Generate Client specific Excel Reports and push to individual Sites

Use existing workbooks or new-from-template with dynamic “Save As”.
  • Refresh Data Tables. Push data sets or single values.
  • Iterate same workbook and perform multiple operations as 1 job.
  • Pull data sets or single values and use as input for any target.

Refresh Excel Workbook.
  • Refresh Excel-Table based on linked external data sources.
  • Set named cell values to use as data table retrieval parameters.
  • Refresh multiple tables conditionally.
  • Use “Save As” for refreshed Workbook. Dynamically define new file name, using date/time/text calculations and counters.
  • Copy refreshed/generated workbook file to multiple destinations. (SharePoint Document Library, SharePoint List Item Attachment and FileShare.)
Push data into Excel Workbook.
  • Set Excel Table content based on data retrieved from any data source including SharePoint Lists and Libraries, CSV, TXT, XML, SQL, ODBC.
  • Set named single cell values.
  • Avoid embedding data source authentication into Workbook.
  • Avoid SQL logic and complex pre-aggregation.
  • Use data staging and enrich data from multiple sources prior to updating Excel Table.
  • Iterate and conditionally perform multiple data push operations to same file.
  • Use “Save As” for refreshed Workbook. Dynamically define new file name, using date/time/text calculations and counters.
  • Copy new or updated workbook to multiple destinations. (SharePoint Document Library, SharePoint List Item Attachment and FileShare.)
Pull data out of Excel Workbook.
  • Pull data set out of named Table or Sheet within Excel Workbook.
  • Use pulled data set for any target including: SharePoint List items, Metadata on Document Library Items, Records in Database Table, Excel table in other Workbook or CSV/TXT/XML files.
  • Perform data table refresh with parameters prior to pulling data out. Avoid saving updated workbook.
  • Set named cell values to use as data table retrieval parameters (like product group, date ranges etc.)

Table & Named Cell Retrieval/Update. (Bidirectional)

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