Excel


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Excel


The following comprises instructions for the Excel plug-in.

 

Contents

1. Introduction to the plug-in

 1.1 Function

 1.2 Features

 1.3 Position in the Overall Software Package

         1.3.1 Parent Module

         1.3.2 Links to other plug-ins

2. Interface

 2.1 Layout

 2.2 Menu

3. Working with the plug-in

 3.1 How to Select a workbook

 3.2 How to Add Data

 3.3 Sources and interaction area

 3.4 Export

 3.5 Information for working with the plug-in

 

 

1. Introduction to the plug-in

1.1 Function

The Excel plug-in allows you to export content from a table plug-in to an Excel document.

 

1.2 Features

You can use the Excel plug-in to automatically transfer the contents of the table plug-ins to an Excel document. You have the option of using new or existing Excel documents.

 

1.3 Position in the Overall Software Package

1.3.1 Parent Module

The Excel plug-in is part of the 2document module, which also includes the SimNote, PowerPoint and Reporting plug-ins. Excel is available to you if you have licensed the 2document module for SimAssist.

 

1.3.2 Links to other plug-ins

The plug-in contains a link to the table plug-in.

 

 

2. Interface

2.1 Layout

20240625_excel_overview

Figure 1 - Structure of the Excel plug-in

 

The structure of the Excel plug-in is divided into three parts. The plug-in menu can be found in the upper section. Among other things, existing workbooks can be opened here.

Below this is the source area of the plug-in. Use this area to specify which table plug-ins are to be transferred to the workbooks as content.

In the Workbooks area on the right-hand side, you can select whether you want to create a new workbook or continue using an existing one.

 

 

2.2 Menu

20240625_excel_menu

Figure 2 - Menu

 

Button

Description

button_liste_aktualisieren_EN

Refreshes the list of open Excel workbooks

20240625_excel_button_workbook

Opens an existing Excel workbook

 

Powerpoint_button_präfix_EN

 

Allows you to set a prefix, allowing workbook pages to be assigned and easily identified. For example, different sets of images can be defined, each based on the same source elements

 

Powerpoint_button_marker_EN

 

Here you can set the color of the marker

Powerpoint_button_markieren_EN

Marks the elements selected in the sources in the selected Excel workbook with the color set in the Marker field

Powerpoint_button_markierungen_entfernen_EN

Removes the set markers of the selected items in the Excel workbook

Powerpoint_button_alles_markieren_EN

Selects all sources of the selected Excel workbook, regardless of the selection in the source area

Powerpoint_button_alle_markierungen_entfernen_EN

Removes all markers of the selected Excel workbook

button_exportieren_EN

Exports the elements selected to a Excel workbook

 

 

3. Working with the plug-in

3.1 How to Select a workbook

You can select a new workbook or an existing, previously created or loaded workbook. The corresponding selection is made via the Workbooks area in the plug-in window (see Figure 3).

If you would like to use an existing workbook, please click on the Open workbook button in the plug-in menu.

The loaded workbook is then available in the Workbooks area (see Figure 3) and can be selected as the target for the export.

20240625_excel_workbooks

Figure 3 - Workbooks

 

 

3.2 How to Add Data

To add data to your workbook, simply drag the desired table plug-in from the project content window into the Sources area (see Figure 4).

You can then activate or deactivate it individually in the Sources area by ticking the box next to each element.

20240625_excel_adding_sources

Figure 4 - Adding data

 

 

3.3 Sources and interaction area

The names of the added sources are listed in the Element column and can be selected there for export. The Focus column is filled as soon as a table appears several times (at least once) in the Excel workbook.

By clicking on the Focus button in the respective row, the corresponding element is focused in the Excel workbook.

20240625_excel_sources_area

Figure 5 - Sources area

 

It is also possible to select several elements from the source area by holding down the CTRL key and changing their position using Drag&Drop.

You can delete an element by right-clicking on it or switch to the source table (see Figures 6.1 and 6.2)

20240625_excel_sources_area_move

Figure 6.1 - Multiple selection and moving

20250520_excel_def_anzeigen_EN

Figure 6.2 - Delete element

 

 

3.4 Export

Once all the necessary settings have been made, tables can be transferred to a Microsoft Excel workbook using the Export button.

The Excel software containing your tables will then open. You can now save the workbook and have successfully completed the export process.

 

 

3.5 Information for working with the plug-in

 

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Information:

The assignment of table to worksheet is done automatically by the algorithm. The user can no longer influence this.

When exporting, each table is given a unique ID by which it is later identified.

If a table in the exported workbook has been copied by the user, both tables are also found and updated by the algorithm.

 

20250910_info_icon

Information:

To quickly find the desired element in the corresponding workbook, the Focus button in the Focus column can be used

Here, attention must be paid to the respective selection of the prefix.

To make it even easier to find the related tables, they can also be marked with different colors using the marking function.

 

20250910_info_icon

Information:

The names of the spreadsheets in Excel may be a maximum of 31 characters long and must be unique. Ideally, the name is assigned the name of the plugin in the project tree.

If this is not unique, a number is added in brackets. If the limit of 31 characters is exceeded, the name is set to 'Table (x)' or 'Table (x)'.

 

 


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