Sheet Processing Guidelines
This manual is in pilot operation.
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There are settings that apply to the entire sheet rather than to each link area, which may contain multiple link areas. These settings can be specified in the dialog box displayed via .
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Items related to data acquisition process
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Items related to data reflection process
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Settings for template processing
Items Related to Data Acquisition Process
・Data Acquisition Timestamp Display Cell (Setting is optional)
Specifies the cell address on the target sheet where the data acquisition timestamp is displayed (not mandatory).
・Treat Zero as Blank During Data Acquisition (Setting is optional)
In the data acquisition process, if the ledger cell value is zero, it can be specified that the corresponding cell on the sheet should be blank (if not specified, zero will be set in the sheet cell).
Specifying this item may speed up the data acquisition process involving numerous zero values.
Items Related to Data Reflection Process
・Maximum Iteration Reflection Count Cell (Setting is optional)
On the target sheet, you can specify the cell that holds the maximum number of iteration reflections (not mandatory). If specified, during the "Data Reflection" process, reflection and acquisition processes will alternate. The conditions for ending the iteration are as follows:
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When the iteration count reaches the number specified in the maximum iteration reflection count cell [1], or,
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When there are no more cells whose values change as a result of the data acquisition process.
If the iteration process ends due to the first condition, i.e., the iteration count reaches the number specified but there are still cells whose values are changing, it may indicate a calculation loop between the sheet and the ledger, and a message will be displayed to inform you of this.
⚠ Use Case for Maximum Iteration Reflection Count Cell
The "Maximum Iteration Reflection Count Cell" is designed to simplify stepwise allocation processes.
In stepwise allocation, the process involves taking the allocation results from Department A, calculating the total amount for Department B, and then allocating it to Department C and others, repeating these steps.
To achieve such processes using [Excel-Link], it is necessary to reflect the allocation amounts back to the fusion_place ledger, retrieve aggregated values per allocation destination from the ledger, and then perform the allocation calculation again.
Specifying the "Maximum Iteration Reflection Count Cell" simplifies the realization of these repetitive processes.
・Check Range for Identical Pre and Post Reflection Values (Setting is optional)
By specifying a cell range for this item, it checks whether the values in that range of cells have changed before and after the data reflection process. If there is a change, a message will be displayed. Reasons such as the target fiscal year/relative period not being open, data reflection being prohibited by security settings, or attempting to reflect data to an aggregate member can result in data reflection processes not producing the intended results. Setting the identical pre and post reflection check range allows detection of such situations.
・Check Cell Values Against Input Rules Before Reflection (Setting is optional)
Turning this item ON will check if the values of all cells in the link area comply with the input rules specified for those cells before the data reflection process. If there are violations, the data reflection process will not be performed.
If "input rules" are included in "additional copy targets" on a template processing target sheet, and this item is turned ON, input rules for each cell in the template range will be copied to the corresponding cells in the result display range before the reflection process. Afterward, similar to non-template target sheets, it checks if the values in each cell of the result display range comply with the input rules. This specification exists because there is a possibility that the input rules of cells in the result display range might be overwritten or erased due to user editing operations.
Settings for Template Processing
・Suppress Template Processing (Setting is optional)
Turning this item ON (checking it) will ignore other settings for template processing, and the sheet will not be subjected to template processing.
・Application Specified Cell
Specifies the cell that holds the label of the application containing the dimensions used in template processing.
・Template Range
Please see the description of the template range at link:03_template_processing/01_template_sheet_processing_overview.adoc#TemplateRange.
・Serial Number Cell (Setting is optional)
If you specify a cell within the template range, a serial number starting from 1 will be set during template processing. Like other values, the serial number will also be copied to the corresponding cell in the specified result display range.
・Iteration Condition
Please see the description of the iteration conditions at link:03_template_processing/01_template_sheet_processing_overview.adoc#IterationConditions.
・Result Display Conditions
・Top Row of Result Display Range (Setting is optional)
Specifies the top row of the result display range at link:03_template_processing/01_template_sheet_processing_overview.adoc#ResultArea (all rows following the top row of the result display range will be within the range between the start and end columns of the template range).
If not specified, results will not be displayed (even if "Acquire and Reflect" is executed, results will still be reflected in the fusion_place ledger).
・Filtering Cell (Setting is optional)
Specifies a cell for filtering processing units to be written out to the result display range. When values are set in the template range and recalculated, if the value in the filtering cell is a logical 'TRUE' or a string/number interpreted as true in Excel formulas, only then will the contents of the template range be written out to the result display range.
Please note that the filtering cell is not intended to narrow down the targets of the data acquisition and reflection processes. Even if the filtering cell setting narrows down the processing units written out to the result display range, the data reflection process will still be executed for processing units that were not written out.
If not set, no filtering will be performed.