Excel add-in functions

Any2info has developed an Excel add in tool. You can download the relevant files on the Any2info appstore. Before installing an update delete existing Excel -add-in tools.

Create data clip(s) from an Excel table

Settings

Set an url and log in to the platform

Create (or update) a data clip

First you have to create an Excel table with one unique ID column. Then select the table by placing the cursor in the table. Press the button "Create" in the header bar. Follow the wizard steps en if necessary replace the value types of the data fields.

Choose the unique ID column, enter a name for the data clip and finish creating the data clip.

Send data

By pressing the button "Send Data" all data from tables which are binded to a data clip will be send to the platform (collection).

Create an Excel table from an (existing) data clip

Data clip

Press the button "Data clip" and you can select one of the available data clips. Follow the wizard steps and you can insert a table in a worksheet. After you have created a new table in a worksheet you can update data by changing the cells in the table and press the button Send data in the toolbar of the Any2info tab.

Note: Do not change the ID column by updating the data clip content!

Note: Be sure you have an active connection - See Settings in the toolbar of the Any2info tab.

Create an Excel table from selectable data from a form

Forms

Press the button "Forms" and you can select one of the available forms in the collection you are connected to. The form content will appear on the screen and you can select fields or by selecting it in the checkbox on the left or by double clicking on the field in the form. Follow the wizard steps and the form data will be inserted in an Excel work sheet.

Other functions

Manage bindings

Monitor or remove the actual bindings.

Display text items

Select text fields in a worksheet and send them to the platform for use as display texts.

Export group items

Specific function in relation to a master forms.

Export forms

Specific function in relation to subforms.