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en:user_guide:first_process [2021/01/21 15:44]
tiger [Let Djeeni know the process] 		en:user_guide:first_process [2023/08/04 22:21] (current)
tiger [Know your process]
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 ===== Know your process ===== ===== Know your process =====
  
-Djeeni is the tool to automate your process but only **after** it is designed and implemented. Even if you know your process by heart it is wise to take a pen and paper to write it down so you do not forget any steps. Let's take an example:+Djeeni is the tool to automate your process but //only after// it is designed and implemented. Even if you know your process by heart it is wise to take a pen and paper to write it down so you do not forget any steps. Let's take an example:
  
-  * The process is to consolidate data from several //source worksheets// into a //target template//. Because the order of source files is important, another worksheet contains the list of files in the right order (call it: //master data//). The typical consolidation steps are:+  * The process is to consolidate data from several //source worksheets// into a //target template//. Because the order of source files is important, another worksheet contains the list of files in the right order (call it: //master data//).  
 +  * The typical consolidation steps are:
     - Open the //target template// worksheet     - Open the //target template// worksheet
     - Open the //master data// worksheet and go through the entries in it one by one. For each entry:     - Open the //master data// worksheet and go through the entries in it one by one. For each entry:
     - Open the corresponding //source worksheet//     - Open the corresponding //source worksheet//
-    - Perform some selection of source data +    - Identify every separate cell or range on the //target template// that you can fill in a simple step using the current //source worksheet//. E.g.  
-    - Perform some calculations on the source data +      - set a cell or a range to a fix value (either constant or taken from the source worksheet or calculated using other fix values);  
-    - Perform some copying of (calculated) data to the //target template// +      - find a cell with a certain value in a range to use the value or the location (row number or column letter) of the found cell later. 
-    - Perform some calculations on the //target template//+      - note this step for each such cell or range 
 +    - Identify a column or a row on the //target template// that you can fill cell-by-cell using the same formula with dynamic values.  
 +      - note the step for a single cell; 
 +      - enclose it in a **row list** (for a column) or **column list** (for a row) construct that will perform the cell-by-cell navigation
     - Close the //source worksheet//     - Close the //source worksheet//
     - Get the next entry in //master data//. Repeat until all entries are processed.     - Get the next entry in //master data//. Repeat until all entries are processed.
     - Close the //master data// worksheet     - Close the //master data// worksheet
     - Save and close the //target template// worksheet     - Save and close the //target template// worksheet
-  * This is just the skeleton of the process: selection, calculation and copying of source data must be further elaborated. You can easily reach 30-40-50 steps but do not be afraid. Always think about the Lego blocks - were you ever afraid of building something from 200 blocks? Building Djeeni processes is just as easy. +  * This is the skeleton of the process. You can easily reach 30-40-50 steps but do not be afraid. Always think about the Lego blocks  - were you ever afraid of building something from 200 blocks? Building Djeeni processes is just as easy. 
-  * Once you have your process on paper you are 75% ready. Good news!+  * Once you have your process on paper, you are 75% ready. Good news!
  
 ===== Create your first process ===== ===== Create your first process =====
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 ===== Let Djeeni know the process ===== ===== Let Djeeni know the process =====
  
-Open Djeeni (you might have to [[:en:user_guide:activate|activate]] it first). You can see a tall and thin popup - the [[en:user_interface:toolbar|Process Toolbar]]. This toolbar is used to build processes in Djeeni - block-by-block. Follow these instructions for adding a process step:+Open Djeeni (you might have to [[:en:user_guide:activate|activate]] it first). You can see a popup window - the [[en:user_interface:toolbar|Process Toolbar]]. This toolbar is used to build processes in Djeeni - block-by-block. Follow these instructions for adding a process step:
  
   - Read the next step from your paper   - Read the next step from your paper
-  - Decide: is this step to deal with workbooks; worksheets; ranges; communication; or the structure of the process? Look at the example in [[#Know your process]] above:  +  - Decide: is this step to deal with workbooks; worksheets; ranges; communication; or the structure of the process? Look at the example process steps in [[#Know your process]]:  
-    * the first steps are about worksheets; then +    * the first steps are about worksheets (opening them) 
-    * a list is started on the //master data// worksheet; then +    * a list (structure) is started on the //master data// worksheet 
-    * we select, calculate, copy data from ranges/cells; then +    * we select, calculate, copy data from ranges/cells 
-    * a worksheet is closed; then +    * a worksheet is closed 
-    * the //master data// list goes to its next step; then+    * the //master data// list goes to its next step
     * two worksheets are closed     * two worksheets are closed
   - Select the appropriate category at the top of the Process Toolbar.    - Select the appropriate category at the top of the Process Toolbar. 
   - Select the matching process step from the list below the categories   - Select the matching process step from the list below the categories
-  - Click on the To End button to add the step at the end of the process +  - Click on the 'To End' button to add the step at the end of the process 
-  - Repeat the above until all process steps are added +  - Repeat until all process steps are added 
-  - Click on the Save icon on the Excel ribbon.+  - Click on the 'Save' icon on the Excel ribbon.
  
-Have you forgotten to add a step and you want to insert it? Or have you chosen the wrong step and want to remove it? See below how to edit your process+Did you forget to add a step and you want to insert it? Or did you choose the wrong step and want to remove it? See below how to edit your process
  
-===== Hello World? =====+===== Hello World! =====
  
-If you have not entered any process into the Process Editor yet, here is the famous 'Hello World' example to try out:+If you have not entered any processes into the Process Editor yet, here is the famous 'Hello World' example to try out:
  
-  - Check that the Process Editor is cleared: the only step is Exit in row 4. You can clear the editor (first Save if you want to keep the process in it) by clicking on Clear on the Process Toolbar. +  - Check that the Process Editor is cleared so that the only step is Exit in row 4.  
-  - Select category 'Communication' on the Process Toolbar.+    - If you want to keep your changes, save the current process in the Editor 
 +    - Click on 'Clear' on the Process Toolbar and confirm. 
 +  - Select the 'Communication' category on the Process Toolbar.
   - Select the 'message' process step.   - Select the 'message' process step.
   - Click on 'To end'   - Click on 'To end'
   - Double-click on the process step name 'Message' in Column A.   - Double-click on the process step name 'Message' in Column A.
-  - Enter into the only parameter: 'Hello World!' and click on OK.+  - Enter 'Hello World!' into the only parameter and click on OK.
   - Click on 'Execute' on the Process Toolbar (bottom-right corner)   - Click on 'Execute' on the Process Toolbar (bottom-right corner)
   - Djeeni should display a popup saying 'Hello World!'   - Djeeni should display a popup saying 'Hello World!'
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 ===== Edit/Remove process steps ===== ===== Edit/Remove process steps =====
  
-You have your first process in the [[en:user_interface:start|Process Editor]]. Select any process step by clicking on its name in column A. The selected process step gets a dark background and white text colour - it becomes the //current process step//.+You have your first process in the [[en:user_interface:start|Process Editor]]. Select any process step  
 +  - on the visual editor by clicking on the process step. The selected process step becomes the //current process step// and gets a red colour frame 
 +  - on the detail editor by clicking on its name in column A. The selected process step becomes the //current process step// having a dark background and white text colour.
  
-You can insert a new process step before the current process step by selecting the new process step in the Process Toolbar and then clicking on the Before button.+You can insert a new process step before the current process step by selecting the new process step on the Process Toolbar and then clicking on the Insert button.
  
-You can remove the current process step by clicking on the Remove button. NB: Do NOT click on Clear!+You can remove the current process step by clicking on the 'Remove' button. Important: Avoid clicking on 'Clear' as it removes all steps (i.e., clears the editor)!
  
 ===== Setting the parameters of the process steps ===== ===== Setting the parameters of the process steps =====
  
-There is a process in the [[:en:user_interface:start|Process Editor]]. Every process steps have one or more //parameters// in column C. You can set these parameters in two ways:+Let's suppose that there is a process in the [[:en:user_interface:start|Process Editor]]. Every process step has one or more //parameters// in column C. You can set these parameters in two ways:
   * Directly editing the parameters in the Process Editor (in column C) - suggested for advanced users   * Directly editing the parameters in the Process Editor (in column C) - suggested for advanced users
   * Double-clicking on the name of the process step in column A - this brings up a pop-up letting you fill the parameter values in a more user-friendly way.   * Double-clicking on the name of the process step in column A - this brings up a pop-up letting you fill the parameter values in a more user-friendly way.
  
-Most of the parameters are straightforward to set. Several process steps have a general Options parameter. It lets you set a series of values separated by  semicolons (;) altering or refining the behaviour of the process step. The exact list of allowed values of Options varies from process step by process step.+Most of the parameters are straightforward to set. Several process steps have a general 'Options' parameter. It lets you set a series of values separated by  semicolons (;) altering or refining the behaviour of the process step. The exact list of allowed values in 'Options' varies by process step.
  
 You can read further about process steps and their parameters [[en:process_steps:start|here]]. You can read further about process steps and their parameters [[en:process_steps:start|here]].
  
-Once you entered all the parameters Djeeni knows everything. Let Djeeni work instead and for you.+Once you entered all the parameters, Djeeni knows everything. Let Djeeni work instead and for you.
  
 ===== Executing the process ===== ===== Executing the process =====
  
-Do you have a process entered or loaded into the Process Editor? Executing it is the easiest part: click on the Execute button on the Process Toolbar.+Do you have a process entered or loaded into the Process Editor? Executing it is the easiest part: click on the 'Execute' button on the Process Toolbar.
  
 ===== Try it out ===== ===== Try it out =====
  
-The best learning is experiencing. Take Djeeni and while you read this guide try all features out by creating and editing the processes.+The best learning is experiencing. Take Djeeni and while you read this guide try out all features by creating and editing the processes.

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en/user_guide/first_process.1611240273.txt.gz · Last modified: 2021/01/21 15:44