Use the Excel Add-in for Reference Data - Automate_Studio - Latest

Automate Studio with Studio Administrator 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 Studio Administrator User Guide
Topic type
Administration
Overview
How Do I
Installation
First publish date
2018
ft:lastEdition
2024-03-11
ft:lastPublication
2024-03-11T17:14:05.914572

Studio includes the Studio Add-in for Excel, which adds a Studio tab to the Microsoft Excel ribbon.

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 Reference Data list from Excel

Note:

This applies to a Reference Data template which is published from Evolve with the Publish Template option ON.

  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, you will see My templates and My documents.
  5. Click My templates. All templates pertaining to the current app will be displayed in a list. You can filter the list by using the search box or check the library type(s) below the search box. Select the Reference Data Template that you want to use and click Open.If you click the arrow next to My templates, you will see the various data templates grouped according to template type. Select Reference Data Templates to view the libraries inside. Now select a library to view all the Reference data templates inside that library (published from Evolve with the Publish template setting as true). You may filter the list by using the search box. Select the Reference Data Template that you want to use and click Open.
    Note:

    Only reference data list templates for which you have Originator permissions will be visible.

  6. You can also click My documents. From My documents you can view the data files completed upon Schedule Server Run and Manual Run completion as well a completion. All Reference Data lists pertaining to the current app will be displayed in a list. You can filter the list by using the search box or check the library type(s) below the search box. Click the reference data to open the data file(s) contained therein. 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 according to library type. Select Reference Data Documents to view the reference data lists within it. Now select a reference data to view all the documents within it. You may filter the list by using the search box or by checking the status type(s) below the search box. Select the data file you want to work with and click Open.
    Note:

    Only reference data list documents for which you have Originator permissions will be visible.

  7. After opening a reference data document, add data and complete the submission of reference data file.
  8. Click the Studio tab.
  9. If prompted, log on to SAP. If the worksheet does not show the field headers in the first row, click Write Headers.
  10. Click Run.

Schedule a server run

To schedule a server run:

  1. Click Schedule.
  2. Enter a value or values in the Run time variable wizard box.
  3. Click OK.
  4. Complete the scheduling details.