Use the Excel Add-in for a Transaction - 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

Open the data file template

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

You can open a template that you have used before, you can open a template from the Evolve tab in Excel, or you can open a template from the Evolve site.

Important: 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.

Open a saved template

  1. From File Explorer or Excel, open the template you want.
  2. Click the Studio tab,then click Log on to Studio.

Open a template from Excel

  1. Start Excel and click Blank Workbook.
  2. Click the Studio tab, and then click Logon to Evolve.
  3. Click the Evolve tab.
  4. Click Open. You will see My templates and My documents.
  5. Click on 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 Transaction 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 Transaction Data Templates to view the libraries inside. Now select a library to view all the transaction data templates inside that library. You may filter the list by using the Search box. Select the Transaction data template that you want to use and click Open.
Note:

 The templates of only those solutions will be visible here on which you have Originator permissions.

  1. Click on My documents. (You can view the data files completed upon the completion of the Schedule Server Run or when the Save to Library option is checked - for a transaction script for Manual Run on the production server.)
    • All the solutions (including all data files of a solution) pertaining to a current App are displayed in a list. There solutions can have Review, Ready to Run, and complete status. 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 Transaction 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 searchbox. Select the data file and click Open.
Note:

  You will be able to view only those documents for which you are the Originator.

Open a template from the Evolve site

  1. From the current app in the Evolve site, navigate to the Template page and choose the appropriate template or click the link in an email message that you have received.
  2. Save the template on your local machine and open it.

Create the data file

  1. Save the template to your computer.
  2. You can save the template with a new file name or, if you have checked the Auto increment data template name box, Studio will automatically add a version number at the end.
  3. Enter the data and save the data file again.
Note:

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

Submit the data file for review

If the Solution does not require a review of the data file, skip this step and run or schedule the solution.

Note:

If you receive an 'incorrect format in column' error (example below) when submitting a data file to Evolve, ensure that the promoted columns do not display a value of #### which indicates the value exceeds the column width. Increase the column width of the promoted field where #### shows instead of an actual value, and then submit or resubmit the file. Example of column width error message: "Unable to submit the document because the value added in "<column name>" is not in the format required by the <Data type>. Please correct the value and resubmit the document."

The steps to submit a data file for review differ, depending on whether the solution uses a built-in review process (Review and Post- One Step or Review and Post - Separately), or a custom workflow. Please see below for details.

Built-in review processes

  1. From Add-In, on the Evolve tab, click Submit.
  2. Add data file and Description information, then click Next.
  3. Choose a reviewer on the Data File Workflow tab, and then click Next.
  4. To add a supporting document, click Add New.
  5. To zip the added supporting documents, click Zip.
Note:

If you need to unzip the supporting documents, click Unzip.

  1. Click Next and review the summary.
  2. Click Submit, and then click OK.

Custom

  1. From Add-In, on the Evolve tab, click Submit.
  2. The Submit wizard opens.
  3. Add data file and description information, then click Next.
  4. Choose a reviewer on the Data File Workflow tab, then click Next.
  5. To add a supporting document, click Add New.
  6. To zip the added supporting documents, click Zip.
Note:

if you need to unzip the supporting documents, click Unzip.

  1. Click Next and review the summary.
  2. Click Submit, and then click OK.
  3. Click Tasks.
  4. Under Task Viewer, click the task that you submitted.
  5. If you do not see the task, click Refresh List or click on Enable Solution View to view a solution specific task.
  6. Under Details, click Complete Tasks, and then close the Task List box.
  7. If the workflow designates you as the Runner user, you can run the solution.

Custom: Apply Name Template to a Solution

  1. From Add-In on the Evolve tab, click Submit.
  2. The Submit wizard opens.
Note:

If a Name Template is configured and applied to this Solution in a Data File from Evolve, you will see the data file name changes according to the applied Data File Name template in the Submit wizard screen. The Data file field is grayed out.

  1. Add Description information (if required), then click Next.
  2. To add a supporting document, click Add New.
  3. To zip the added supporting documents, click Zip.
  4. Click Next and review the summary.
Note:

If a Name Template is configured and applied to this Solution in Supporting documents from Evolve, you will see the supporting document's file name changes according to the applied Supporting Document Name template in this Summary screen. You can view the mapping of the old name with new name as per the Nametemplate setting.

  1. Click Submit, and then click Tasks.
  2. Under Task Viewer, click the task that you submitted.
Note:

You will notice the name of the file has been changed and displays as per the Data File Name template setting.

  1. If you do not see the task, click Refresh List or click on Enable Solution View to view the solution-specific task.
  2. Under Details, click Complete Tasks, and then close the Task List box.
  3. If the workflow designates you as the Runner User, you can run the solution.
Note:

The Data File Name template setting is also applicable to a solution’s processes as noted in Excel Solutions Document under the My Document folder (Add-In).

For more information, please see Working with Name Templates.

Manually run the Solution

If the data file did not require a review, skip to step 9. To schedule a solution to run later, see Schedule a Transaction Run.

  1. Start Excel and click Blank Workbook.
  2. Click the Studio tab, and then click Logon to Evolve.
  3. Click the Evolve tab.
  4. Click Open, and then click Open Transaction Data File under My templates.
  5. Select the template that you want from the libraries, and then click Open.
  6. Save the file to your computer.
  7. Click the Studio tab.
  8. Click the top of the Run button or click the arrow and choose a run option.
  9. If prompted, log on to SAP.
  10. After the run, click the Evolve tab, and then click Complete Task.

If errors occur while the solution is running, Transaction continues to upload data for any remaining records. In Excel, success and error messages that are returned from SAP are logged into the Log Result column, with one log per record.

Fix errors

  1. Correct the values.
  2. Click the arrow on the Run button, and then click Run Only Error Rows.

Transaction uploads only the corrected records.

Run options

  • Run Specified Range: To upload only some of the rows in your data file. Use the Start Row and End Row boxes to specify the range.
  • Run and Stop on Errors: To find any sections of the solution that are not working.
  • Run First 5 Rows: To run the first five rows in the data file to test the data before you start a large run.
  • Run Only Error Rows: To process rows after you have fixed the data in them.
  • Run Only Unprocessed Rows: To run rows that have been added or were not processed because the run stopped. This option can be set by the person running the solution.
  • Run Error Rows and Unprocessed Rows in a single step: To process rows after you have fixed the data in them, and at the same time run rows that have been added or were not processed because the run stopped.
  • Filtered Rows: If you want to run only some of the rows in the spreadsheet, click the Specified Rows button and then click Filtered.
Important: Important: You must apply data filters to all columns in the spreadsheet. Select the entire header row or select one header cell, and then click the Data tab and click Filter.

Disable the Excel Add-in

To disable the Studio 20.3 Excel Add-in:

  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 for the add-ins that you want to disable:
    • StudioAddin is for Studio 20.3.