Guide Section: Excel Desktop Client
Overview | Get started with EASA Eval | Get started with EDC | Simple EDC Example | EDC reference

• This article is a list of details relevant to EDC spreadsheets,
  • Activate a spreadsheet for EDC
  • Only recent Excel versions are supported
  • Add VBA to Capture Excel→Save and Excel→Close
  • An imported Excel Client EASAP name must be unique
  • Excel Named Ranges must not have the literal 'prop_' as a prefix
  • Run DATABASE TO EXCEL DESKTOP without a CASE VIEWER

The objects below have specific roles in an Excel Client EASAP.

• CASE VIEWER
• FILTER
• EXTERNAL FILTER
• DATABASE TO EXCEL DESKTOP
• SET CASE STATUS
• EXCEL SAVED
• SET CUSTOM ID

To make any of these objects active an Author must:

• Upload a spreadsheet and
  • Add a SHEET under SPREADSHEET LIST
    • For this SHEET set:
      • File: (the spreadsheet filename)
      • Desktop: TRUE

Please update to a more recent version if you are running an Excel version that is older than Excel 2010 14.0.7165.5000.

To hide proprietary formulas and VBA from the User an Excel Client an Author should,

• Implement locked-mode for an Excel Client spreadsheet

An imported Excel Client EASAP name will be incremented with an integer in parenthesis if one of the same name already exists.

Excel Client EASAP's cannot be deleted in the traditional sense as the data viewable in a CASE VIEWER is persistent by design.

Due to some unfortunate internal behavior of Excel, any named range with a prefix prop_ in any combination of capital or lowercase letters will cause the complete loss of data integrity within that range.

For an Excel Client spreadsheet rename any named range with the prefix prop_ to my_prop_ or property_, etc…

In order to download an Excel Client instance without using a CASE VIEWER add this javascript to the Label: of a LABEL.