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Report results in an Excel spreadsheet

Intro | Session 1 | Session 2 | Session 3 | Session 4 | Session 5 | Session 6 | Session 7 | Session 8

An EASAP may be linked to an Excel spreadsheet:

  • Within the USER INTERFACE branch via Range Reference: values in data entry GUI objects
  • Within either USER INTERFACE or PROCESSES branches, where an EVENT triggers an Excel-related ACTION

In this session we use a WRITE EXCEL ACTION to create a pre-formatted Excel spreadsheet of the latest stock search.

This spreadsheet will then be made available to the user via a link in the report generated as described in the next session.

1. Login and start the EASAP Builder.

  • Select: EASA > Set Mode > Author
  • Select our Stock Screener in: EASA > Applications > My EASAPs
  • Open it in the EASAP Builder

2. Specify the spreadsheet that will interact with the EASAP.

  • On the EASAP Tree right-click SPREADSHEET LIST branch
  • Select: Child > Add SPREADSHEET
  • Select spreadsheet1
  • Set
    Batch Only: TRUE
  • Right-click spreadsheet1
  • Select: Child > Add SHEET
  • Rename it Results
  • Click inside its Sheet: parameter value box
    (the box will become an active pull down selection, a popup is shown while sheets are extracted from the spreadsheet)
  • Set Sheet: Results

3. Add a WRITE EXCEL ACTION to write the current stock data from the EASAP into cells in the spreadsheet.

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_format_Revenue

All four essential parameters of a WRITE EXCEL ACTION must contain the same number of entries, here write_excel_action_Results has eight (8) values in each parameter.

For Type: COLUMN just the starting cell is 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 LISTs specified in Lists: have been completely written.

4. 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
  • Set:
Parameter Name Parameter Value
Sheets:Named Range, Named Range, Named Range
Lists:map_Query_Report, inputbox_Exchange, inputbox_Sector
  • Save the EASAP, click Save or type CTRL-s

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

We have completed Session 6, either proceed to the next session or take a break and exit out of EASAP Builder.

Intro | Session 1 | Session 2 | Session 3 | Session 4 | Session 5 | Session 6 | Session 7 | Session 8