Edit Downloaded Data in the Workbook
Edit data downloaded to a workbook by modifying editable cells that contain the downloaded data.
Note:
Remember that Excel table objects, such as those created from the Excel ribbon using Insert > Table, are incompatible with the table layouts used by the add-in. For more information about Excel feature compatibility, see General Guidelines.The following image shows three examples where a user has edited data in the table. The Change column for the first row displays an Update message that indicates the user has updated this row with required and valid values. The Change column for the second row also displays an Update message, but its Status column displays an Invalid message and a red border appears around the Hire Date* column’s cell to indicate that a value is required in that cell’s field. Finally, in the third row, the user attempted to input Software in the field for Department. As Software is not a valid choice for this cell's list of values, a red border appears around this cell.
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Dates
If a cell has a date format, you can enter a date by selecting the cell and choosing a date from the date picker pop-up window.
Note:
The date picker only sets the date in a date-time field. The time value is not changed.Lists of Values
If columns have an associated list of values, you can select a value in a search-and-select window. In this case, the Change column displays Update. Alternatively, enter one or more of the starting characters for other values, then click the Search icon to filter the values based on your input. The following composite image illustrates both these scenarios. For the latter scenario, the user entered S in the search box next to the Search icon to find all display values that start with S (Sales Manager, Sales Representative, and so on).
Description of the illustration excel-lov.png
Key Flexfield Fields
If a column is associated with a key flexfield field, the add-in displays a popup window or "picker" you can use to search for and select an appropriate value for the row. Rather than having to type in an appropriate value, you can use the filters to search for the value that you need. As with a list of values, the Change column displays Update when you select a value.
A key flexfield is a field that includes two or more parts or "segments". The picker includes a filter area that allows you to set a filter for each segment of the key flexfield. When you click Search, values that match the filters are displayed in the search results area.
This image shows a picker for a Charge Account field. The charge account number in this case is composed on two- to four-digit codes for the relevant company, department, account, and so on. Each of these components is represented by a separate segment of the key flexfield.
- Select a query operator from the list beside the segment name. For example, select "equals" beside Company to return charge account numbers that match the company code selected from the value list or "not equals" to return account numbers with other company codes.
The operator list also includes "starts with", "contains", and "ends with".
- Select a value from the value drop-down list. The list of values shows two display fields, Value and Description, to help you choose the right value.
Tip:
To filter the drop-down list, enter a value or description and click the search icon on the right.Note:
If required, use the Clear button next to each segment to clear its list selection. - Once you've selected a value to filter on, click Search.
Values that match all the filter values appear in the search results area of the picker. When you select a matching charge account number, the picker displays a tool tip displaying the segment name, code, and description for each part of the value.
- Select the required value, then click OK.
