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When you work in firesys with numerical values in Excel, you can use four different value types: manual values, transmitter values, account values and account calculations. All information about the individual value types is saved in the firesys MeetingPoint. To ensure that all of the numerical values in your workbook are up-to-date and consistent, you can use the “Synchronise” function in the “*Content” menu ribbon in the “Master values” group.
When working in firesys with numerical values in Excel, five different types of values can be used: There are Manual values, Transmitter values, Account values, Account calculations and Account aggregates. All the information for the individual value types is stored in the firesys MeetingPoint and listed for you in the Master value manager. In order to keep all the numerical values in your workbook up to date and consistent, there is the function " Synchronize values" in the menu ribbon "*Content" in the group "Master values".




<imagemap>Datei:EN_Excel_Menüband_Inhalt_Werte-synchronisieren.jpg|center|1200px
[[Datei:EN_Menüband_Excel_Inhalt_Zentralwerte_Werte-synchronisieren.jpg|center|1200px]]
 


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|Definition= When you click on the &ldquo;Synchronise values&rdquo; button in the &ldquo;*Content&rdquo; menu ribbon in the &ldquo;Master values&rdquo; group, all master values that are currently inserted into the Excel workbook are compared with their related value in the firesys MeetingPoint. This draws a comparison based on the time of the last change. If the information in the MeetingPoint is more recent than the information in the relevant Excel workbook, the information from the MeetingPoint is transferred to the Excel workbook. Otherwise, the value from the Excel workbook is transferred to the firesys MeetingPoint.
|Definition= When you click on the &ldquo;Synchronise values&rdquo; button in the &ldquo;*Content&rdquo; menu ribbon in the &ldquo;Master values&rdquo; group, all master values that are currently inserted into the Excel workbook are compared with their related value in the firesys MeetingPoint. This draws a comparison based on the time of the last change. If the information in the MeetingPoint is more recent than the information in the relevant Excel workbook, the information from the MeetingPoint is transferred to the Excel workbook. Otherwise, the value from the Excel workbook is transferred to the firesys MeetingPoint.
</p><p>If you insert a manual rounding value, the value of the key date-dependent account calculation is transferred to the firesys MeetingPoint when you use the &ldquo;Synchronise values&rdquo; function.  
</p><p>If you insert a manual rounding value, the value of the key date-dependent account calculation or account aggregat is transferred to the firesys MeetingPoint when you use the &ldquo;Synchronise values&rdquo; function.  
</p><p><b>Note:</b> If this key date-dependent account calculation is also used in other Excel workbooks, they also have to be synchronised to obtain the changed initial value.  
</p><p><b>Note:</b> If this key date-dependent account calculation or account aggregat is also used in other Excel workbooks, they also have to be synchronised to obtain the changed initial value.  
   
   
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== The description of the individual components when working with account calculations ==
[[An_overview_of_all_terms|&rarr;  An overview of all terms]]


=== The manager view ===
=== The manager view ===
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[[Datei:EN_Excel_Werte-einfügen_ÜbersichtAktualisierungsprobleme.jpg|800px|center|link=]]
[[Datei:EN Excel Inhalt Zentralwerte Einfügen Übersicht-Aktualisierungsprobleme.jpg|800px|center|link=]]




For each list entry, this manager provides information about which worksheet and in which cell a conflict occurred. In addition, in the right-hand side of the list area, there are additional buttons that offer quick access to advanced functions.
In this manager you get a hint for each list entry, on which worksheet and in which cell a conflict has occurred. Additionally, there are buttons in the right part of the list area that help you detach the conflict.




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== Practical example: Synchronise values ==
== Video: Synchronise values ==
 
 
=== Example ===
 
{{Vorlage:Werte_synchronisierenENG}}
 
== Werte lösen ==


<imagemap>Datei:EN_Excel Menüband Inhalt Werte-lösen.jpg|center|1200px


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{{Vorlage:Video-Werte_synchronisieren-English}}
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== Detach link ==


Once a master value was inserted from the MeetingPoint into a cell in the Excel workbook, this cell is permanently connected to the MeetingPoint. This means that you can use the &ldquo;Synchronise values&rdquo; function to ensure the integrity of all values. You can remove this connection by using the &ldquo;Detach master values&rdquo; function.
Once a master value was inserted from the MeetingPoint into a cell in the Excel workbook, this cell is permanently connected to the MeetingPoint. This means that you can use the &ldquo;Synchronise values&rdquo; function to ensure the integrity of all values. You can remove this connection by using the &ldquo;Detach link&rdquo; function.


* To do this, select the cell in which an inserted master value is located.
* To do this, select the cell in which an inserted master value is located.
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* Confirm the message by clicking on &ldquo;Yes&rdquo;.
* Confirm the message by clicking on &ldquo;Yes&rdquo;.
* The Recipient cell has been disconnected from the MeetingPoint. There is no longer a master value in the cell.




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[[Datei:Navigation_rechts.svg|link=]]  [[Insert_manual_values|Insert manual values]]  <br>
[[Datei:Navigation_rechts.svg|link=]]  [[Insert_manual_values|Insert manual values]]  <br>
[[Datei:Navigation_rechts.svg|link=]]  [[Insert_account_values|Insert account values]]  <br>
[[Datei:Navigation_rechts.svg|link=]]  [[Insert_account_values|Insert account values]]  <br>
[[Datei:Navigation_rechts.svg|link=]]  [[Insert_an_account_calculation|Insert an account calculation]]  <br>
[[Datei:Navigation_rechts.svg|link=]]  [[Insert_an_account_calculation or account aggregate|Insert an account calculation or account aggregate]]  <br>
[[Datei:Navigation_rechts.svg|link=]]  [[Additional_functions_in_the_master_value_manager|Additional functions in the master value manager]]  <br>
[[Datei:Navigation_rechts.svg|link=]]  [[Additional_functions_in_the_master_value_manager|Additional functions in the master value manager]]  <br>


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[[Kategorie:English-Excel Werte einfügen]]
[[Kategorie:English-Excel Werte einfügen]]

Aktuelle Version vom 19. November 2021, 13:08 Uhr

When working in firesys with numerical values in Excel, five different types of values can be used: There are Manual values, Transmitter values, Account values, Account calculations and Account aggregates. All the information for the individual value types is stored in the firesys MeetingPoint and listed for you in the Master value manager. In order to keep all the numerical values in your workbook up to date and consistent, there is the function " Synchronize values" in the menu ribbon "*Content" in the group "Master values".


EN Menüband Excel Inhalt Zentralwerte Werte-synchronisieren.jpg



Image.Fire.Info.32.png
Definition

When you click on the “Synchronise values” button in the “*Content” menu ribbon in the “Master values” group, all master values that are currently inserted into the Excel workbook are compared with their related value in the firesys MeetingPoint. This draws a comparison based on the time of the last change. If the information in the MeetingPoint is more recent than the information in the relevant Excel workbook, the information from the MeetingPoint is transferred to the Excel workbook. Otherwise, the value from the Excel workbook is transferred to the firesys MeetingPoint.

If you insert a manual rounding value, the value of the key date-dependent account calculation or account aggregat is transferred to the firesys MeetingPoint when you use the “Synchronise values” function.

Note: If this key date-dependent account calculation or account aggregat is also used in other Excel workbooks, they also have to be synchronised to obtain the changed initial value.


The manager view

Clicking on the “Synchronise values” button opens a progress dialogue box showing the list and comparison of the numerical values with the MeetingPoint. A result report then opens:


EN Excel Werte-einfügen Werte-synchronisieren-Dialog.jpg


If conflicts with numerical values occurred in your workbook, when you click on “Close”, a manager automatically appears that sorts the individual conflicts by categories:


EN Excel Inhalt Zentralwerte Einfügen Übersicht-Aktualisierungsprobleme.jpg


In this manager you get a hint for each list entry, on which worksheet and in which cell a conflict has occurred. Additionally, there are buttons in the right part of the list area that help you detach the conflict.


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Good to know

Each individual entry can be extended to obtain additional information about the conflict that occurred, and you can use the “Expand all” and “Collapse all” buttons above the list area to display additional information or to obtain a clearer overview of the list elements with just one click.

Video: Synchronise values


A detailed explanation of the individual steps

How to synchronise your master values:

  1. Ensure that master values already exist in your account workbook.

  2. Open the Excel workbook whose master values should be synchronised.

  3. In the “*Content” menu ribbon in the “Master values” group, click on the “Synchronise values” button.
    → A progress dialogue box appears informing you about the progress of the synchronisation and subsequently a result report.

  4. Clicking on “Close” ends the synchronisation.

  5. Important note:
    If any conflicts occurred during the synchronisation, an overview manager appears listing all of the conflicts.

Detach link

Once a master value was inserted from the MeetingPoint into a cell in the Excel workbook, this cell is permanently connected to the MeetingPoint. This means that you can use the “Synchronise values” function to ensure the integrity of all values. You can remove this connection by using the “Detach link” function.

  • To do this, select the cell in which an inserted master value is located.
  • Click on the “Detach” button in the “*Content” menu ribbon in the “Master values” group
  • This opens the following dialogue box:
EN Excel Inhalt Zentralwerte-lösen.JPG
  • Confirm the message by clicking on “Yes”.
  • The Recipient cell has been disconnected from the MeetingPoint. There is no longer a master value in the cell.


See also

Navigation hoch.svg Insert in Excel
Navigation hoch.svg Insert transmitter values
Navigation rechts.svg Insert manual values
Navigation rechts.svg Insert account values
Navigation rechts.svg Insert an account calculation or account aggregate
Navigation rechts.svg Additional functions in the master value manager

Further contents

firesys website
Customer area
YouTube