Range to Workbook
The Range to Workbook function is used to export a range of cells from the report to a worksheet in another Excel workbook.
Settings | |
|---|---|
Directory | The directory where the Excel workbook to export the range to exists. If this is left blank, the Reports Directory of the current project is used (as defined in the Project Explorer). If this is not a full path reference, the setting is used as subfolders of the Reports Directory. This can be a fixed name or cell reference where the cell reference contains the directory. Fixed names can contain XLReporter Name Types like {YYYY}, {MMM}, etc. See the Name Types chapter for the full list of supported keywords. Note that some keywords, such as {DATIM} contain illegal directory characters when evaluated. These keywords cannot be used for the directory. |
Workbook Name | The name of the workbook to export the range to. The workbook must exist, it will not be created. This can be a fixed name or cell reference where the cell reference contains the directory. Fixed names can contain XLReporter Name Types like {YYYY}, {MMM}, etc. If this setting contains a full path, that path is used as the Directory. |
Target Sheet | The worksheet in the workbook to export the range to. The worksheet must exist, it will not be created. |
Target Cell | The cell in the Target Sheet to paste the exported range to. This cell is the upper left-hand corner of where the data should be pasted. Note, if merged cells are to be exported, the Target Cell should encompass the entire range of the merge. For example, if you are exporting cell $B$4 to cell $D$7 and $B$4 is merged from B4 to D4, then the Target Cell should be $D$7:$F$7. |
Paste | This setting defines what to paste from the range to the Target Cell. If the range to export contains formulas to other worksheets it is recommended to use the Values or Values and Formats setting, otherwise the formulas may result in errors in the exported workbook. |
Example
A daily report template is created to show all the data collected over the day as well as a summary of information collected. However, management has a workbook they manually create every month with sheets for every day which requires the daily summary data from these reports.
Rather than have them copy and paste manually from the daily reports, a Range to Workbook management function is configured in the daily report template to copy the summary information from the worksheet to the monthly workbook.
If the summary data is in cells $B$4:$H$8, the settings are:
Apply To | |
|---|---|
Cell | $B$4:$H$8 |
Direction | None |
End | All cells are empty |
Setting | Value |
|---|---|
Directory | \\FileServer\Monthly Operations |
Workbook Name | Monthly Operators {MMM}-{YYYY} |
Target Sheet | {DD} |
Target Cell | $B$4 |
Paste | Values |
Where FileServer is the name or IP address of the target location.