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en:user_guide:worksheet_basic [2021/01/21 17:15] tiger [Using worksheets] |
en:user_guide:worksheet_basic [2021/01/22 12:51] (current) tiger [Example: Data consolidation] |
Once a worksheet is identified by **[[en:process_steps:worksheet:wsheet_use|WSheet Use]]** it will be identified by its [[en:concepts:djeeniname|Djeeni name]] further in the Djeeni process. | Once a worksheet is identified by **[[en:process_steps:worksheet:wsheet_use|WSheet Use]]** it will be identified by its [[en:concepts:djeeniname|Djeeni name]] further in the Djeeni process. |
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Example: the report worksheet exported from an ERP system gets its Djeeni name as **ERPReport**. To refer to cell A3 on this worksheet write: | Example: the report worksheet exported from an ERP system gets the Djeeni name **ERPReport**. To refer to cell A3 on this worksheet write: |
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<code> | <code> |
Worksheets that are not in use from a certain point in the process can be released. Releasing a worksheet frees resources from Excel, and prevents accidental mistakes. It is advisable to explicitly release a worksheet if it is not in use anymore. Nevertheless, Djeeni also actively [[en:process_steps:worksheet|manages the worksheets]]. | Worksheets that are not in use from a certain point in the process can be released. Releasing a worksheet frees resources from Excel, and prevents accidental mistakes. It is advisable to explicitly release a worksheet if it is not in use anymore. Nevertheless, Djeeni also actively [[en:process_steps:worksheet|manages the worksheets]]. |
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Worksheets can be released by the **[[en:process_steps:worksheet:wsheet_release|WSheet Release]]** process step (in the Worksheet category). The only parameter is the [[en:concepts:djeeniname|Djeeni name]] of the worksheet to be released. | Worksheets can be released by the **[[en:process_steps:worksheet:wsheet_release|WSheet Release]]** process step,in the Worksheet category on the Process Toolbar. The only parameter is the [[en:concepts:djeeniname|Djeeni name]] of the worksheet to be released. |
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===== List of Worksheets ===== | ===== List of Worksheets ===== |
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SImple processes use some well-identified source and target worklists. They can be all specified with **[[en:process_steps:worksheet:wsheet_use|WSheet Use]]**. Other processes have an unknown or variable number of worksheets. Typical examples are consolidation and splitting of worksheets where data processing should be done for each source or target worksheet. Djeeni automates such processes using //workbook lists//. | Simple processes use some well-identified source and target worklists. They can all be specified with **[[en:process_steps:worksheet:wsheet_use|WSheet Use]]**. Other processes have an unknown or variable number of worksheets. Typical examples are consolidation and splitting of worksheets where data processing should be done for each source or target worksheet. Djeeni automates such processes using //workbook lists//. |
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To specify a list of workbooks you should use instead of **[[en:process_steps:worksheet:wsheet_use|WSheet Use]]** the process step **[[en:process_steps:wbooklist|WBook List Start]]** (under the If/Lists category). You give this list a logical Djeeni name just like you give it to a worksheet specified by **[[en:process_steps:worksheet:wsheet_use|WSheet Use]]**. At other process steps, you can use the Djeeni name of the workbook list to refer to the //current worksheet// in the list. | To specify a list of workbooks, instead of **[[en:process_steps:worksheet:wsheet_use|WSheet Use]]** you should use the process step **[[en:process_steps:wbooklist|WBook List Start]]** under the If/Lists category on the Process Toolbar. You give this list a [[en:concepts:djeeniname|Djeeni name]] just like you give one to a worksheet specified by **[[en:process_steps:worksheet:wsheet_use|WSheet Use]]**. At other process steps, you can use the Djeeni name of the workbook list to refer to the //current worksheet// in the list. |
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Look [[en:user_guide:worksheet_lists|here]] for a detailed explanation of workbook lists. | Look [[en:user_guide:worksheet_lists|here]] for a detailed explanation of workbook lists. |
===== Example: Data consolidation ===== | ===== Example: Data consolidation ===== |
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There are several departments delivering monthly financial information using a well-prepared template. Each department delivers a separate workbook containing the only report worksheet. The woorkbooks are collected in a specific folder. The process to be automated is to consolidate these reports, to company level to yet another workbook, on one worksheet, having another template. | Several departments are delivering monthly financial information using a well-prepared template. Each department delivers a separate workbook containing only one report worksheet. The workbooks are collected in a specific folder. The process to automate is consolidating these reports: |
| * to company level; |
| * to yet another, already existing, workbook; |
| * on one worksheet; |
| * having another template. |
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| The process looks like that: |
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* First the target worksheet should be identified and used: **[[en:process_steps:worksheet:wsheet_use|WSheet Use]]** | * First, the target company level worksheet should be identified and used: **[[en:process_steps:worksheet:wsheet_use|WSheet Use]]** |
* Then a workbook list should be set up to go through the workbooks in the report folder: **[[en:process_steps:wbooklist|WBook List Start]]**. The Djeeni name of the workbook list will be used to identify the current report worksheet. | * Then a workbook list should be set up to go through the workbooks in the report folder: **[[en:process_steps:wbooklist|WBook List Start]]**. The [[en:concepts:djeeniname|Djeeni name]] of the workbook list will be used to identify the current report worksheet. |
* Select the necessary range from the current report worksheet and copy them to the appropriate location in the company template: **[[en:process_steps:range_cell:rangecopymove|Range Copy/Move]]** (see [[en:user_guide:cellrange_basic#Copy or Move a range]]) | * Select the necessary range from the current report worksheet and copy them to the appropriate location in the company template: **[[en:process_steps:range_cell:rangecopymove|Range Copy/Move]]** (see [[en:user_guide:cellrange_basic#Copy or Move a range]]) |
* Go to the next report worksheet: **[[en:process_steps:wbooklist|WBook List Next]]**. Djeeni releases the current and uses the next report worksheet. | * Go to the next report worksheet: **[[en:process_steps:wbooklist|WBook List Next]]**. Djeeni releases the current report worksheet and uses the next one. |
* Optional: release the consolidated company worksheet (Djeeni keeps target worksheets open to let the result be checked) | * Optional: release the consolidated company worksheet (Djeeni keeps target worksheets open to let you check the result) |
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