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