BULK Generate Client specific Excel reports and Push to individual shared folders.

Table & Named Cell Retrieval/Update. (Bidirectional)

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

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 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 onclusing 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.)

Feedback

Was this helpful?

Yes No
You indicated this topic was not helpful to you ...
Could you please leave a comment telling us why? Thank you!
Thanks for your feedback.

Post your comment on this topic.

Post Comment