Excel Integration - Axpo Demo Notes

Systems

Test Data

Fifteen LA2 documents have been taken from the

Limitations of the Excel VBA Code

Demo Script

Startup

The following three files should be installed in the same directory:

  1. LinthalDrawMGT-Template-1.xlsm - An example planning workbook

  2. LinthalDrawMGT-Menu-1.xlsm - Lightweight AddIn that installs the DrawMGT Excel Ribbon (menu)

  3. LinthalDrawMGT-Template-1.xlsm - VBA AddIn that contains the library code that implements the Excel Interface

Procedure

  1. Open the Template file:
  2. Watch in the lower message are and verity that Excel opens the Menu and Lib files

  3. Excel will display an example document list and a number of hidden worksheets (these worksheets will not be displayed in the production version).

  4. Verify there is a new Ribbon (menu item) called DrawMGT next to the Start menu.

  1. Server
    1. Login - Login into the DrawMGT server

    2. Logout - Logout from server

    3. Set Server - not enabled demo

  2. Data
    1. Search Documents - Displays a search form. See below for details

    2. Refresh Attributes - not enabled for demo

  3. Edit
    1. Get Next Sequence - not enabled for demo

    2. Refresh Selected - Refresh selected rows (local data) with latest data from server

    3. Refresh All - Refresh all rows (local data) with latest data from server

    4. Duplicated Selected - not enabled for demo

    5. Check for Duplicates - not enabled for demo

  4. Save
    1. Save Selected - Save all rows to server (see below)

    2. Save All - Save selected rows to server (see below)

  5. Test

    1. Test Cases - Displays a list of regression test cases (do not use)

Operations on all and selected rows:

For both cases the header rows and empty rows are ignores.

Login

Search for and Display Data

Update and Save It to Server

Refresh Data

Compatibility Testing Notes

Tested with:

Excel Versions

Windows Versions and Languages

Copyright 2008-2014, SoftXS GmbH, Switzerland