Automate worksheet

Insert accounts or account calculations from the MeetingPoint into the master value column on the automated worksheet. Based on the assignment of key dates for each column, the corresponding account or account calculation values are inserted. The worksheet is now linked to the master values and any changes to the values are implemented directly in the table by synchronisation.

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Automate worksheet

To automate a worksheet, click the “Insert” button in the “Master values” group on the “*Contents” menu bar and select “Automate worksheet” in the dialogue box. The following task pane opens:

“Automate Worksheet” task pane

Account group

Displays the selected account group that key date data is inserted from in the number columns. The account group can be subsequently changed for the automated worksheet.

Data type

Displays the data types that can be inserted from the MeetingPoint. At the moment, accounts and account calculations are available.

Actions & Options

Actions and options are available to insert master values from the MeetingPoint into the master value column on the automated worksheet.

Actions

• Insert master value - Inserts the selected account or account calculation in the master value column. The values for the respective key dates are automatically added to the number columns.
• Insert master value and description - Inserts the selected account or account calculation in the master value column. The values for the respective key dates are automatically supplemented in the number columns; the description is also inserted in the text column.
• Keydate - Inserts the hashtag #keydate into the master value column. The key dates are automatically inserted as dates in the number columns.

Options

• # invert - Activates the #invert option. If an account is inserted in the master value column, the hashtag #invert is inserted after the master value.
  Numbers in the number columns change their signs. The option is deactivated again after the insertion.
• # absolute - Activates the option #absolute. If an account is inserted in the master value column, the hashtag #absolute is also inserted after the master value.
  Numbers in the number columns are thus displayed without signs. The option is deactivated again after the insertion.

The accounts or the account calculations can also be entered directly in the master value column. This also applies to the options # invert and # absolute.

Values

Lists all selected data types from the account group in the MeetingPoint alphabetically. In addition, the master values can also be found using the search bar.

Case study: Automate worksheet

A detailed explanation of the individual steps

How to insert accounts and account calculations into an automated worksheet:

1. Open the worksheet where you want to insert accounts and/or account calculations.

2. In the master value column, select the row where the keydate should be inserted.

3. Click on the "Insert" button in the "*Content" menu in the "Master values" group.
   → Es öffnet sich ein Auswahldialog.

4. A selection dialog opens in which you can now select "Automate worksheet".
   → Rechts erscheint der Arbeitsbereich „Arbeitsblatt automatisieren“.

5. On the right hand side the task pane "Automate Worksheet" appears, in which you press the right button under "Actions" to have the keydate inserted automatically.

6. To insert an account calculation, select "Account calculation" in the drop-down area under "Data type".
   → Nun sehen Sie die Auswahl an Kontenberechnungen unter „Werte“.

7. Now you can see the selection of account calculations under "Values". Select the account calculation to be inserted.

8. Then click on the left button under "Actions" to insert the values in the table.

9. Next, click on the row of the master value column where an account is to be inserted.

10. Select "Accounts" in the task pane, under Data type.

11. Under "Values", you can now select the account to be inserted. To find a specific account in a large number of accounts, you can also search directly for a specific account in the search field.

12. Under "Actions", click on the left button to insert the value of the account in the selected row.

See also

Automated worksheet
Insert automated worksheet
Edit automated worksheet
Detach automated worksheet

Further contents

→ firesys website
→ Customer area
→ YouTube