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Get started with an Excel Desktop Client EASAP

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


An Excel Desktop Client EASAP offers a novel way to use Microsoft Excel to create and modify database case records.

Via their browser, a User will:

  • Login to the EASA Server and open an EDC EASAP
  • Search for and select a case record in the CASE VIEWER table
    …The EASAP creates a temporary copy of the master spreadsheet with default or database-derived case data (we call this temporary spreadsheet an Excel Client)
  • Download an Excel Client into a local folder and then opened with Microsoft Excel
    …The first time an Excel Client is launched locally for a User or Author the EASA Ribbon is installed.

In the steps below we walk through this process in detail. Browsers tend to behave differently with downloading and opening files from the network and system security settings vary as well. If you get stuck please contact EASA Technical Services (support@easasoftware.com).


A User's guide to launching an Excel Client

1. Open a published EDC EASAP. For this example download, import and open MortgageCalculatorEDC.easap

2. Click on an existing case in the CASE VIEWER table and click 'Modify' or click 'New'

The browser will either automatically download an Excel spreadsheet (edc.xlsm) or else prompt us to download one, if its missing check if any popups have been blocked.

  • Download the file to a known location.
  • Go to that location
  • Double-click the file
  • Microsoft Excel should launch

Chrome simplifies the steps above:

  • There is an Excel file icon and file name in the lower left corner of the browser (shown below)
  • Click this rectangle to launch the Excel Client

If Excel asks if you want to 'Enable Editing' click 'Yes'

3. The first time an Excel Client EASAP is run by a User the EASA Ribbon will need to be installed.

  • Click: Yes
    …A window confirms the installation has completed
  • Click: OK

Click: Open Spreadsheet

4. A temporary Excel spreadsheet or 'Excel Client' will open.

A User may interact with the spreadsheet in familiar ways, a change in an input cell causes output cells and charts to be updated.

5. Once the User has completed an analysis the case record (a full or a partial set of named ranges) may be written to the database. On the EASA ribbon click: EASA > Save

6. Close the spreadsheet window, the updated case record may be viewed in the CASE VIEWER table.


Steps 1. – 6. may be repeated to create new cases or update existing case records.

An Author may now wish to read on and implement an EDC EASAP for his or her own spreadsheet, see Author a simple Excel Client/EDC EASAP


Overview | Get started with EDC | Simple EDC Example | EDC template | EDC reference