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Practical Session 6: Reporting Results via an Excel Spreadsheet

Estimated completion time = 10 minutes.

An EASAP can interact with Microsoft Excel spreadsheets within the USER INTERFACE branch both via cell references in data entry objects and ACTIONS within EVENT PROCESSING objects. However, in the PROCESSES branch, only the ACTION mechanism is available. In this case the interaction happens on the EASA Server during a batch EASAP submission as opposed to on the user’s client computer during an interactive user interface session.

In this practical session you will be writing the results of the latest stock search into a pre-formatted Excel spreadsheet to create a report from the EASAP. This spreadsheet will then be made available to the user via a link in the report generated as described in the next practical session.

Please follow the instructions below to complete this practical session.

  • Select EASA→Set Mode→Author and select our 'Stock Screener' in EASA→Applications→My EASAPs. Open it in the EASAP Builder.

First we specify the spreadsheet that will interact with the EASAP.

  • Highlight spreadsheet1 and set:
Parameter Name Parameter Value
  • Right-click spreadsheet1 select Child→Add SHEET. Rename it Results. Click in its Sheet: parameter value cell and wait until the cell becomes an active pull- down selection (a popup form is shown while the sheets are extracted from the spreadsheet). Once active, select Results as its value.
Parameter Name Parameter Value

We are ready to add a WRITE EXCEL ACTION to specify cells in the spreadsheet in which the EASAP will write the current stock data.

Parameter Name Parameter Value
Sheets:Results, Results, Results, Results, Results, Results, Results, Results
Ranges:A17, B17, C17, D17, E17, F17, G17, H17
Lists:Symbol, Company, Industry, SPIndex, Exchange, Price, Sector, repeated_Revenue

Note: All four essential parameters of a WRITE EXCEL ACTION must contain the same number of entries. In this case write_excel_action_Results has eight (8) values in each parameter.

Note: The Type: value of 'COLUMN' requires only the starting cell to be specified in the Ranges: parameter as it will write data down a column in the spreadsheet starting at the specified cell and continuing until each of the LIST's specified in Lists: have been completely written.

We will create a similar WRITE EXCEL ACTION to write the financial query filters in the spreadsheet.

  • Right-click write_excel_action_Results select Sibling→Add WRITE EXCEL ACTION. Rename it write_excel_action_Filters and set:
Parameter Name Parameter Value
Sheets:Named Range, Named Range, Named Range
Lists:map_Query_Report, choice_list_Exchange, choice_list_Sector
  • Save your EASAP by clicking on the Save button or typing ‘Ctrl-S’.

At this point the NAMED RANGE LIST will be generated automatically and the EASAP Tree should look similar to the following:

You have now completed Practical Session 6 and you can either proceed to the next session or take a break and exit out of EASAP Builder.

Practical Session 5 | Practical Session 7

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