Difference between revisions of "Inserting Awasu Data Into Microsoft Excel"

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m (Inserting the INCLUDETEXT field)
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==Inserting the INCLUDETEXT field==
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==Creating a WebQuery==
 
'''Note:''' ''These instructions are from Excel 2003 and should work similarly with previous Excel versions. Excel 2007's "Ribbon" has dramatically changed Excel 2007's user interface, so the steps may be different in Excel 2007.''
 
'''Note:''' ''These instructions are from Excel 2003 and should work similarly with previous Excel versions. Excel 2007's "Ribbon" has dramatically changed Excel 2007's user interface, so the steps may be different in Excel 2007.''
  
  
 
''Note: 4/4/2010 Everything below has not been edited yet for Excel, it still a copy and paste from the similar word article I'll update it soon.''
 
''Note: 4/4/2010 Everything below has not been edited yet for Excel, it still a copy and paste from the similar word article I'll update it soon.''
The easiest method to insert and '''INCLUDETEXT''' field is to:
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The easiest method to create an Excel Web Query is to:
# Position the insertion point at the location where you want the inserted Awasu data to appear.
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# Type an Awasu API into Internet Explorer and press the Enter key (''wait for the data to be displayed'')
# Select '''Field...''' from the '''Insert''' menu.
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# Right click any where in the HTML table of data in your Internet Explorer and select '''Export to Microsoft Excel''' in the popup window.
# Select '''Links and References''' in the '''Categories''' drop down list box to filter the selectable list of Fields.
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# A new instance of Excel will start (''even if Excel was already running'')
# Select '''IncludeText''' from the '''Field names''' box.
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# Wait a few seconds (''note the spinning globe icon in Excel's status bar'')
# Paste the Awasu API URL that you copied in the able step into the '''Filename or URL''' box.
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# Optional: If you ''do not'' want the inserted Awasu data to automatically refresh, tick the '''Prevent fields from being updated''' checkbox.
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While this is the easiest method there is an alternative:
# Click the '''Ok''' button.
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# Start Excel (''if it's not already running'')
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# Select the '''Import External Data''' from the '''Data''' menu.
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# Select the '''New Web Query...''' from the '''Import External Data''' sub-menu.
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# Enter an Awasu API URL in the '''Address''' text box and click the '''Go''' button.
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# Click the '''left arrow''' button next to the table that you want to import and then click the '''Import''' button.
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# Wait a few seconds (''note the spinning globe icon in Excel's status bar'')
  
 
==Updating the included text==
 
==Updating the included text==

Revision as of 00:57, 17 June 2010

Beginning with Microsoft Excel 97, there is a feature named Web Query that can be used to insert text from a URL into the current Workbook.

A "live" link to the text

The text inserted by the Web Query is typically a "live" link to the associated data source, so that any changes made to the original data source will automatically be reflected in your Excel Workbook. This "live" link can easily be disabled, or permanently broken altogether; depending upon your goal, a live link to the current data could be a good feature or a bad feature.

Retrieving the Awasu data

Using Awasu 2.4.2, type an API URL to retreive the data that you want inserted into the Excel Workbook. As an example, if you want to retrieve all of a specific Workpad's items from a Workpad whose Workpad ID is 784FCEFF-BBB5-497A-B0C2-7415F5B4C50B, you would construct a URL similar to this:

http://localhost.:2604/workpads/list?token=MyToken&items=true&id=784FCEFF-BBB5-497A-B0C2-7415F5B4C50B&format=HTMLTable

Note: Make sure to replace MyToken with your Awasu Token. Also your TCPIP port may not be 2604, and the server doesn't have to be localhost, if Remote access has been enabled in Awasu 2.4.2 Professional, you can retrieve Awasu data across a network connection. And note that I've created a custom Awasu API template that formats a Workpad's items into an HTML table and I'm using my custom template by adding "&format=HTMLTable" to the URL.

My custom template is listed here. If you copy and paste this text make sure you save it in your API directory with the file name of workpads-list.HTMLTable. The file extension of API templates must match the value of the format paramter in the URL.

{%REPEAT% Workpads}
<table rules="all" style="border-collapse:collapse;">
  <caption>{%WORKPAD-NAME%}{%?WORKPAD-DESCRIPTION%} - {%WORKPAD-DESCRIPTION%}{%ENDIF%}</caption>
  <thead>
    <tr>
      <th>Title</th>
      <th>URL</th>
      <th>Description</th>
      <th>Notes</th>
    </tr>
  </thead>
  <tbody>
    {%REPEAT% WorkpadItems}
    <tr>
      <td>{%ITEM-TITLE%}</td>
      <td>{%ITEM-URL%}</td>
      <td>{%ITEM-DESCRIPTION%}</td>
      <td>{%ITEM-NOTES%}</td>
    </tr>
    {%/REPEAT%}
  </tbody>
</table>
{%/REPEAT%} {%SET-CONTENT-TYPE% text/html}

Creating a WebQuery

Note: These instructions are from Excel 2003 and should work similarly with previous Excel versions. Excel 2007's "Ribbon" has dramatically changed Excel 2007's user interface, so the steps may be different in Excel 2007.


Note: 4/4/2010 Everything below has not been edited yet for Excel, it still a copy and paste from the similar word article I'll update it soon. The easiest method to create an Excel Web Query is to:

  1. Type an Awasu API into Internet Explorer and press the Enter key (wait for the data to be displayed)
  2. Right click any where in the HTML table of data in your Internet Explorer and select Export to Microsoft Excel in the popup window.
  3. A new instance of Excel will start (even if Excel was already running)
  4. Wait a few seconds (note the spinning globe icon in Excel's status bar)

While this is the easiest method there is an alternative:

  1. Start Excel (if it's not already running)
  2. Select the Import External Data from the Data menu.
  3. Select the New Web Query... from the Import External Data sub-menu.
  4. Enter an Awasu API URL in the Address text box and click the Go button.
  5. Click the left arrow button next to the table that you want to import and then click the Import button.
  6. Wait a few seconds (note the spinning globe icon in Excel's status bar)

Updating the included text

There are several actions that can cause the included text to be updated from the data source (Awasu):

  1. Right clicking on the field and selecting "Update Field" (updates a single field)
  2. Pressing the F9 key in Excel (updates all fields)
  3. Printing the Workbook if the "Update Fields" checkbox is ticked in the Tools, Options dialog box ("Print" tab)
  4. Opening the Workbook if the "update automatic links at Open" checkbox is ticked in the Tools, Options dialog box ("General" tab)
  5. Clicking the "Update Now" button in the Edit, Links dialog box

Breaking the link to the text

To permanently break the link between Excel and Awasu:

  1. Select Links... from the Edit menu.
  2. Select the link you want to break from the Source file list box.
  3. Click the Break Link button
  4. Click Yes in the confirmation dialog box.
  5. Click the OK button.