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en:user_guide:first_process [2021/01/21 15:59] tiger [Edit/Remove process steps] |
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// | + | * The process is to consolidate data from several //source worksheets// |
+ | * 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 |
- | - Perform some calculations | + | - set a cell or a range to a fix value (either constant or taken from the source worksheet or calculated |
- | - Perform some copying of (calculated) | + | - 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 | + | - note this step for each such cell or range |
+ | - Identify a column or a row on the //target template// | ||
+ | - 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 |
- | * 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 [[: | + | Open Djeeni (you might have to [[: |
- 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; | - Decide: is this step to deal with workbooks; worksheets; ranges; communication; | ||
- | * the first steps are about worksheets | + | * the first steps are about worksheets |
* a list (structure) is started on the //master data// worksheet | * a list (structure) is started on the //master data// worksheet | ||
* we select, calculate, copy data from ranges/ | * we select, calculate, copy data from ranges/ | ||
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===== Edit/Remove process steps ===== | ===== Edit/Remove process steps ===== | ||
- | You have your first process in the [[en: | + | You have your first process in the [[en: |
+ | - 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 | ||
- | 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 | + | 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 |
- | You can remove the current process step by clicking on the Remove button. | + | You can remove the current process step by clicking on the 'Remove' |
===== Setting the parameters of the process steps ===== | ===== Setting the parameters of the process steps ===== | ||
- | There is a process in the [[: | + | Let's suppose that there is a process in the [[: |
* 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 | + | Most of the parameters are straightforward to set. Several process steps have a general |
You can read further about process steps and their parameters [[en: | You can read further about process steps and their parameters [[en: | ||
- | 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' |
===== Try it out ===== | ===== Try it out ===== | ||
- | The best learning is experiencing. Take Djeeni and while you read this guide try all features | + | The best learning is experiencing. Take Djeeni and while you read this guide try out all features by creating and editing the processes. |