Insert automated worksheet

Creates an automated worksheet that allows you to automate the worksheet with master values from the MeetingPoint. The new worksheet is then inserted into the Excel file.

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Insert

To insert an automated worksheet, click the “Insert” button in the “Master values” group on the “*Contents” menu bar and select “Automated worksheet” in the dialogue box. The following dialogue opens:

Dialog „Automate worksheet”

Worksheet name

Create a new automated worksheet; all you have to do is assign a name that has not yet been assigned in the workbook.

Account group

Select an account group from the MeetingPoint from which to provide key dates and master values.

Key dates

Add key date

Adds another column of numbers to the automated worksheet.

Remove key date

Removes the selected column of numbers from the automated worksheet.

Select key date

In this area, existing number columns (default: 2) are displayed. All existing key dates from the previously selected account group are displayed in the drop-down menu.

Case study: Insert automated worksheet

A detailed explanation of the individual steps

How to create an automated worksheet:

1. Open the workbook in which you want to create the Automated Worksheet.

2. Click on the "Insert" button in the "*Contents" menu bar in the "Master values" group.
   → A selection dialog opens

3. select "Automated Worksheet".

4. Give your Automated Worksheet a name.

5. In the number columns, select which key dates your Automated Worksheet should have.

6. Confirm your entries by clicking on "OK".
   → The Automated Worksheet will be inserted with the selected values and you can continue to edit it.

See also

Automated worksheet
Automate worksheet
Edit automated worksheet
Detach automated worksheet

Further contents

→ firesys website
→ Customer area
→ YouTube