Use the Excel Add-in for a query - Automate_Studio - Latest

Automate Studio with Evolve User Guide

Product type
Software
Portfolio
Integrate
Product family
Automate
Product
Automate > Automate Studio
Version
Latest
Language
English
Product name
Automate Studio
Title
Automate Studio with Evolve User Guide
Topic type
How Do I
Administration
Installation
Overview
First publish date
2018
ft:lastEdition
2024-06-13
ft:lastPublication
2024-06-13T14:35:52.915393

Studio includes the Studio Add-in for Excel. The Microsoft Excel ribbon will include a Automate Run tab.

Important: If you are not able to open a data template file, add the Evolve site to the list of trusted locations in Excel.
Note:

If you are running 32-bit Office, consider changing to a 64-bit Office installation or adding memory for optimal performance.

Run a Query script from Excel

  1. Launch Excel, and click Blank workbook.
  2. Click the Studio tab, and then click Logon to Studio.
  3. Click the Evolve tab.
  4. Click Open, and you will see My templates and My documents.
  5. Click My templates. All the templates pertaining to the current App are displayed in a list. You may filter the list by using the search box or check the library type(s) below the search box. Select the Query data template that you want to use and click Open. If you click on the arrow next to My templates, you will see the various Data templates grouped as per template type. Select Query Data Templates to view the libraries inside. Now select a library to view all the Query data templates inside that library. You may filter the list by using the search box. Select the Query data template that you want to use and click Open. The templates of only those solutions will be visible here on which you have Originator permissions.
  6. Click My documents. You can see the data files completed upon the completion of the Schedule Server Run. All the Solutions pertaining to a current App are displayed in a list. You may filter the list by using the search box or check the library type(s) below the search box. Click the Solution to open the data file(s) inside. You may filter the list by using the search box or check the status type(s) below the search box. Select the data file and click Open. If you click on the arrow next to My Documents, you will see the various documents grouped as per the library type. Select Query Documents to view the solutions inside. Now select a solution to view all the documents inside that solution. You may filter the list by using the search box or check the status type(s) below the search box. Select the data file and click Open. The documents of only those solutions will be visible here on which you have Originator permissions.
  7. Click the Studio tab.
  8. If prompted, logon to SAP.

    If the worksheet does not show the field headers in the first row, click Write Headers.

  9. To change how the data will be downloaded, click Write Records and choose the option you want:
    • Append Data to Result File: Query will start to write new data after the last row of any existing data in the worksheet
    • Overwrite Data in Result File: Query will overwrite any existing data. However, if downloaded data consists of fewer rows than was in the worksheet, the data in the additional rows will remain. For example, if your worksheet contains 100 rows of data and you run a query that downloads 75 rows of data, the last 25 rows will remain in the sheet.
    • Clear All Mapped Data from Result File: Starting at the Start Row, Query will clear existing data and write the new downloaded data.
  10. Click Run.
  11. To narrow the query, type a value or values in the Run time variable wizard box, and then click OK.
    Note:

    If you open a new instance of Excel, you will need to log on again.

Run the query later

To schedule a query, click Schedule, type a value or values in the Run time variable wizard box, click OK, and then fill in the scheduling details. For more information, see Schedule a Query run.

Other Run features

To run the query on a different sheet, create the sheet, and then click Write Headers.

To find out in advance how many records will be downloaded, click Number of Entries.

To download only some of the records, type a number in the # Records box, then click the arrow on the Run button and click the command that matches the number you want.

Disable the Studio Add-in for Excel

If you need to disable the Studio Add-in for Excel, do the following:

  1. In Excel, click the File tab, and then click Options.
  2. Click Add-ins.
  3. Click the Manage box, click COM Add-ins, and then click Go.
  4. Uncheck the box next to the add-in(s) you want to disable.
    • To disable the Studio Add-in for Excel, uncheck the box next to WinshuttleStudioAddin.
    • To disable Studio macros execution, uncheck the box next to WinshuttleStudioMacros.