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Function documentationScenario 1: Worksheet Instructions Using MNU_ Commands Locate this document in the navigation structure

 

An input schedule has a typical flow of tasks for the end-user. The requirement is to allow a user who has had little training to input values based on their authorization. Excel macro buttons across the top of the sheet provide clear instructions to the user.

Here is a simple scenario:

  • The application has the following dimensions: time, category, account, entity, datasrc, and rptgcur.

  • The workbook is designed to expand the base members of the time type dimension across the columns and base entities down the rows.

  • The workbook has predefined members for the entire workbook using base member:

    1. category: Actual

    2. account: 3rdPartySales

    3. datasrc: Input

    4. rptcur: LC

  • The workbook options are set to not expand and refresh.

  • The following macro buttons are added to the top of the report outside of the print range.

    Button Description

    Assigned Macro

    Action

    Refresh column and rows

    MNU_eTOOLS_EXPAND

    Expands the column and rows based on the current view of the end-user.

    Send your data

    MNU_eSUBMIT_REFSCHEDULE_SHEET_REFR

    Sends inputted data from worksheet and refreshes from the server.

    Retrieve the latest data

    MNU_eSUBMIT_REFRESH

    Refreshes data from the server.

Once the workbook is designed, the user does the following:

  1. Open the required workbook as instructed by their manager.

  2. Select the appropriate time member ID and their authorized parent entity member ID.

  3. Click the Refresh column and rows button.

  4. Input the data in the appropriate cells.

  5. Click the Send your data button.

  6. Save the workbook to their local drive

  7. Reopen the workbook locally to see the most current data:

    1. The user selects the appropriate time member ID and parent entity member ID.

    2. The user selects the Retrieve the latest data button.