General Guidelines

When working with data in the Excel workbook, remember the following guidelines:

  • Never edit the Key column, the last column in the table.
  • Avoid using the following Excel features with Oracle Visual Builder Add-in for Excel. The following is a sample list of Excel features that do not work well with the add-in. Other Excel features not listed may also not work well with the add-in.
    • Do not use the Protect Sheet or Protect Workbook features of Excel.
    • Do not attempt to re-arrange the layout of the integrated worksheet.
    • Do not use the Mark as Final command to make the Excel workbook read-only.
    • Do not save your workbook to the Excel 97-2003 workbook (.XLS) file format. Only the .XLSX and .XLSM file formats are supported.
    • Do not delete anything from the integrated worksheet using Excel's delete features, including the Delete key.
    • Do not add Excel tables, such as those created from the Excel ribbon using Insert > Table, to an integrated workbook. These table objects are incompatible with the table layouts used by the add-in.
  • You can use Excel's Filter and Sort features to filter and sort rows in a table layout with this proviso: Be sure to include the Key column in the range to be sorted when using the Sort feature. Failure to do so could lead to corrupted data.
  • Do not attempt to modify the Change column directly. Instead, follow the procedures described in this chapter.

You can remove all data from the workbook, including any pending changes that have not yet been uploaded to the web application by clicking the Clear button.