Excel Client:Formula Assistant: Difference between revisions

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=Formula assistent=
The formula wizard can be shown or hidden by pressing the button in the [[Excel Client:Ribbon|Ribbon]].
The Formula Assistant serves to create Excel functions that are made available by the CoPlanner Excel Client.
The Formula Assistant serves to create Excel functions that are made available by the CoPlanner Excel Client.


The Formula Assistant allows you to create formulas in ID mode. This means that parameters are inserted with internal CoPlanner IDs rather than with aliases, which is useful when you are creating multilingual reports.
[[Image:EC_Formeldesigner.png|thumb|center|Excel Client, Formula assistent]]


==Function==
Here you can choose functions which are provided by the CoPlanner Excel Client.
For a detailed description of the available functions, see [[Excel_Client|Functions (Formulas)|Excel client functions (formulas)]].


{| style=cellspacing="1" cellpadding="5" border="0" width={{{breite|100%}}}
Under the selected function, you will find a short description of that function.
 
==Parameter==
Among parameters you can configure the respective parameters needed by the function.
 
==Options for parameters==
 
{| class="wikitable" width={{{breite|80%}}}
|- {{Tabellentitel}}
| width="250px"|Function
| Description
|-
|-
|[[image:EC_Formula Assistant01.jpg|thumb]]
|[[Image:EC_FixerWert.png]] Fixed value
|The Formula Assistant initially opens with no function selected.
|Right in the forumula designer parameter can refer to a value.
|-
|-
|[[image:EC_Formula Assistant02.jpg|thumb]]
|[[Image:EC_Filterleiste.png]] Filter from filter bar
|When working in the Formula Assistant, the first step is to select the function that you want to insert and use in Microsoft Excel.
|The value of the parameter is set in response to a filter.
|-
|-
|[[image:EC_Formula Assistant03.jpg|thumb]]
|[[Image:EC_Zellenverweis.png]] Cell reference/ manual input
|The available parameters are displayed automatically using default values.  
|The parameter is set to the value of a specific cell or can be entered manually. With a manual input, enter the value into the input field with a cell reference, click the button[[Image:EC_Zellenverweis_Auswahl.png]] on the left side of the input field and choose the desired cell in your work sheet.
|}


The white area always contains a description of what the selected function will do.
==Formula==


Hover your mouse cursor over a parameter to see a screen tip containing a description of the parameter.  
In the lower part of the formula designer you can see the formula which was created with your choosen settings above.


You will also receive a preview of the resultant Excel formula.
{| {{Bausteindesign1}}
|-
|-
|[[image:EC_Formula Assistant04.jpg|thumb]]
| <span style="color: darkblue;">'''Hint'''</span> &nbsp;To apply the formula in the report, click the "Apply" button.
|You can either use the integrated controls to select a predefined parameter value, …
|}
|-
|[[image:EC_Formula Assistant05.jpg|thumb]]
|… or reference an Excel cell that contains the corresponding parameter value.
To do so, click on the icon to the right of the parameter.  


Select the desired cell and confirm your selection by pressing the Enter key on your keyboard. To cancel the operation, press the Escape key. 
|-
|[[image:EC_Formula Assistant06.jpg|thumb]]
|
|}


For a detailed description of the available functions, please refer to the section on [[Excel Client:Functions (Formulas)|Excel Client Functions (Formulas)]].




Revision as of 14:42, 16 April 2015

Formula assistent

The formula wizard can be shown or hidden by pressing the button in the Ribbon. The Formula Assistant serves to create Excel functions that are made available by the CoPlanner Excel Client.

Excel Client, Formula assistent

Function

Here you can choose functions which are provided by the CoPlanner Excel Client. For a detailed description of the available functions, see Functions (Formulas)|Excel client functions (formulas).

Under the selected function, you will find a short description of that function.

Parameter

Among parameters you can configure the respective parameters needed by the function.

Options for parameters

Function Description
Fixed value Right in the forumula designer parameter can refer to a value.
Filter from filter bar The value of the parameter is set in response to a filter.
Cell reference/ manual input The parameter is set to the value of a specific cell or can be entered manually. With a manual input, enter the value into the input field with a cell reference, click the button on the left side of the input field and choose the desired cell in your work sheet.

Formula

In the lower part of the formula designer you can see the formula which was created with your choosen settings above.

Hint  To apply the formula in the report, click the "Apply" button.
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