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, which adds a Automate Run tab to the Microsoft Excel ribbon.

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: 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 that you want.
  2. Click the Automate Run tab, and then click Logon to Automate.

Open a template from Excel

  1. Start Excel and click Blank Workbook.
  2. Click the Automate Run tab, and then click Logon to Automate.
  3. Click the Evolve tab.
  4. Click Open, and then click Open Transaction Data Template.
  5. Select the Transaction data template that you want to use, and click Open.

    If you do not see the Transaction template that you are looking for, filter the list by using the search box or clicking the options at the top.

Open a template from the Evolve site

  1. Click the link on the Evolve site or in an email message that you have received.
  2. Click the Automate Run tab, and then click Logon to Automate.

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

The steps differ, depending on whether the script uses a built-in review process (Review and Post - One Step or Review and Post - Separately) or a custom workflow.

Built-in review processes

  1. On the Evolve tab, click Submit.
  2. Add or change the data template information.

    You can change the Evolve destination to another location for built-in review processes. You cannot choose a location that is for custom workflows.

  3. Click Next.
  4. Choose a reviewer on the Data File Workflow tab, and then click Next.
  5. To add a supporting document that is already on the Evolve site, click Add Existing. To upload a new document, click Add New.
  6. Click Next, click Submit, and then click OK.

Custom workflows

  1. On the Evolve tab, click Submit.
  2. Add or change the data template information.

    You can change the Evolve destination to different subfolders in the library. You cannot choose a different library.

  3. Click Next.
  4. To add a supporting document that is already on the Evolve site, click Add Existing. To upload a new document, click Add New.
  5. Click Next, click Submit, and then click OK.
  6. Click Tasks.
  7. Under Task Viewer, click the task that you submitted.
  8. If you do not see the task, click Refresh List.
  9. Under Details, select a reviewer and click Complete Tasks, and then close the Task List box.
  10. Studio will send an email message to notify you whether the file is approved by the reviewer or rejected. If the workflow designates you as the runner, you can run the script.

Manually run the script

If the data file did not require a review, skip to step 7. To schedule a script to run later, see Schedule a Transaction run.

  1. Start Excel, and click Blank Workbook.
  2. Click the Automate Run tab, and then click Logon to Automate.
  3. Click the Evolve tab.
  4. Click Open, and then click Open Transaction Data File.
  5. Select the file that you want, and then click Open.
  6. Save the file to your computer.
  7. Click the Automate Run tab.
  8. Click the top of the Run button, or click the arrow and choose a run option.

    If prompted, log on to SAP.

  9. After the run, click the Evolve tab, and then click Complete Task.

If errors occur while the script is running, Transaction continues to upload data for any remaining records. In Excel, any 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 script 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 script.
  • 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. This option is only available in Studio 12.1 and above.
  • Filtered Rows: If you want to run only some of the rows in the spreadsheet, click the Specified Rows button and then click Filtered.

    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

If you need to disable the Studio Excel Add-in, 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 for the add-ins that you want to disable:
    • The TRANSACTION box is for Studio 10.x.
    • The WinshuttleStudioAddin is for Studio 11.x and later.