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=Overview=
The [[SmartSimple]] [[Excel Add-In]] feature is used in conjunction with [[SmartSimple]] reports to merge information from these reports into an Excel Spreadsheet.
This document describes how to install and use the [[Excel Add-In]] for both requirements.
The [[Excel Add-In]] is a Microsoft [[Excel Add-In]] and must be installed in Excel.
This add-in will work with Microsoft Excel version 97, 2000, and XP. It will not work with Microsoft Excel for the Macintosh.
=Installing the Excel Add-in=
You can download the latest copy of the [[Excel Add-In]] from your copy of [[SmartSimple]].
1. Select the '''Help''', '''Downloads''' [[Menu|menu]].
2. Right click on the '''SSEXCEL.dll''' file, and choose the '''Save Target as''' [[Menu|menu]].
3. Place this file any folder.
4. Launch Microsoft Excel.
=Adding the Add-in to Excel=
Installing the [[SmartSimple]] [[Excel Add-In]] requires that you first display the '''Com Add-Ins''' toolbar, and then use that toolbar to add the new component.
1. Choose the '''Tools''', '''Customize''' [[Menu|menu]].
2. Click the '''Commands''' tab.
3. Scroll to the '''Tools''' category.
4. Scroll to the '''COM Add-Ins''' command.
[[Image:Exc1.png]]
5. Drag this item to an '''existing''' toolbar.
[[Image:Exc2.png]]
6. Click the '''Close''' button.
7. Click the '''COM Add-Ins''' button.
The Com add-in window is displayed.
[[Image:Exc3.png]]
8. Click the '''Add''' button.
9. Navigate to the folder where you stored the [[Excel Add-In]] file.
10. Select the file '''SSExcel.dll''' from this folder.
[[Image:Exc4.png]]
11. Click the '''check box''' next to the file name.
[[Image:Exc5.png]]
12. Click the '''OK''' Button.
The [[SmartSimple]] toolbar is added to '''Excel'''.
[[Image:Exc6.png]]
There are two buttons: the first –''' SmartSimple Settings''' is used to configure your [[Username|username]] and [[Password|password]] for [[SmartSimple]] access and the second – '''SmartSimple Reports''' is used to display the reports you have permission to execute.
=Configuring the Excel Add-in=
The first time you wish to use the [[Excel Add-In]], you need to input your [[SmartSimple]] [[Username|username]] and [[Password|password]].
If you have previously installed [[SmartDoc for Microsoft Word Integration]], then your [[User|user]] setting will already be established.
=Setting the User Options=
1. Click the '''SmartSimple Settings''' button.
[[Image:Exc7.png]]
The '''SmartSimple Settings''' window is displayed.
[[Image:Exc8.png]]
You use this window to set the following settings:
* [[Username]] - The same name you use to log into [[SmartSimple]] using a Web [[Browser]].
* [[Password]] - Your normal [[SmartSimple]] [[Password|password]].
* Using SSL (port 443) - Select this option if your company is using Secure Socket Layers ([[SSL]]) to connect to [[SmartSimple]]. If in doubt, consult your [[System Administrator|administrator]].
* [[Alias]] - Your organization's [[SmartSimple]] "entry point".
* HTTP Port - Defines the communications port used in your copy of [[SmartSimple]]. Normally this will be '''Port 80'''. Check with your [[System Administrator|administrator]] if this port does not work. You don't need to change this setting if you use [[SSL]].
* [[SmartSimple]] [[URL]] - The [[Alias|alias]] is your organization's [[SmartSimple]] "entry point" (i.e. for ACME it would be acme.smartsimple.com). Do not use a www or http:// prefix.
* Resume Processing/Document Merging - Choose the option required for both resume processing and document merging. Select both check boxes.
=SmartSimple URL Samples=
[[Image:Exc.png]]
1. Set the [[Username|username]] to the name you use to log into [[SmartSimple]].
2. Set the [[Password|password]] to your [[SmartSimple]] [[Password|password]].
3. Set the [[Alias]].
4. Set the [[URL]].
5. Click the '''OK''' button.
In future you will be automatically connected to [[SmartSimple]] every time you start Excel.
=Generating a Report in Excel=
The purpose of the [[Excel Add-In]] is to display the results of reports created in [[SmartSimple]], in an Excel spreadsheet.
1. Click the '''SmartSimple Reports''' button.
[[Image:Exc9.png]]
The report list is displayed.
[[Image:Exc10.png]]
All the reports you are permissioned to see are displayed in this list.
2. Double click in the required report.
If there are any parameters required you will be prompted.
3. Click the '''OK''' button.
The report is displayed in the Excel Spreadsheet.
4. You can now apply any formatting that you need.
=System Requirements=
* This feature requires '''Microsoft Excel 2000''' or higher installed on your computer
* Access to the Internet is required plus a valid [[SmartSimple]] [[Username|username]] and [[Password|password]].
=Setting Security=
This feature stores [[User|user]] information in a file: '''SETTING.INI''', in the Microsoft Office/Office/ folder on the C: Drive. If this folder is protected, then the system will not work.
The [[User|user]] must have write access to this folder in order for the [[Excel Add-In]] to operate.
[[Category:Plug-Ins]][[Category:System Management]]
The [[SmartSimple]] [[Excel Add-In]] feature is used in conjunction with [[SmartSimple]] reports to merge information from these reports into an Excel Spreadsheet.
This document describes how to install and use the [[Excel Add-In]] for both requirements.
The [[Excel Add-In]] is a Microsoft [[Excel Add-In]] and must be installed in Excel.
This add-in will work with Microsoft Excel version 97, 2000, and XP. It will not work with Microsoft Excel for the Macintosh.
=Installing the Excel Add-in=
You can download the latest copy of the [[Excel Add-In]] from your copy of [[SmartSimple]].
1. Select the '''Help''', '''Downloads''' [[Menu|menu]].
2. Right click on the '''SSEXCEL.dll''' file, and choose the '''Save Target as''' [[Menu|menu]].
3. Place this file any folder.
4. Launch Microsoft Excel.
=Adding the Add-in to Excel=
Installing the [[SmartSimple]] [[Excel Add-In]] requires that you first display the '''Com Add-Ins''' toolbar, and then use that toolbar to add the new component.
1. Choose the '''Tools''', '''Customize''' [[Menu|menu]].
2. Click the '''Commands''' tab.
3. Scroll to the '''Tools''' category.
4. Scroll to the '''COM Add-Ins''' command.
[[Image:Exc1.png]]
5. Drag this item to an '''existing''' toolbar.
[[Image:Exc2.png]]
6. Click the '''Close''' button.
7. Click the '''COM Add-Ins''' button.
The Com add-in window is displayed.
[[Image:Exc3.png]]
8. Click the '''Add''' button.
9. Navigate to the folder where you stored the [[Excel Add-In]] file.
10. Select the file '''SSExcel.dll''' from this folder.
[[Image:Exc4.png]]
11. Click the '''check box''' next to the file name.
[[Image:Exc5.png]]
12. Click the '''OK''' Button.
The [[SmartSimple]] toolbar is added to '''Excel'''.
[[Image:Exc6.png]]
There are two buttons: the first –''' SmartSimple Settings''' is used to configure your [[Username|username]] and [[Password|password]] for [[SmartSimple]] access and the second – '''SmartSimple Reports''' is used to display the reports you have permission to execute.
=Configuring the Excel Add-in=
The first time you wish to use the [[Excel Add-In]], you need to input your [[SmartSimple]] [[Username|username]] and [[Password|password]].
If you have previously installed [[SmartDoc for Microsoft Word Integration]], then your [[User|user]] setting will already be established.
=Setting the User Options=
1. Click the '''SmartSimple Settings''' button.
[[Image:Exc7.png]]
The '''SmartSimple Settings''' window is displayed.
[[Image:Exc8.png]]
You use this window to set the following settings:
* [[Username]] - The same name you use to log into [[SmartSimple]] using a Web [[Browser]].
* [[Password]] - Your normal [[SmartSimple]] [[Password|password]].
* Using SSL (port 443) - Select this option if your company is using Secure Socket Layers ([[SSL]]) to connect to [[SmartSimple]]. If in doubt, consult your [[System Administrator|administrator]].
* [[Alias]] - Your organization's [[SmartSimple]] "entry point".
* HTTP Port - Defines the communications port used in your copy of [[SmartSimple]]. Normally this will be '''Port 80'''. Check with your [[System Administrator|administrator]] if this port does not work. You don't need to change this setting if you use [[SSL]].
* [[SmartSimple]] [[URL]] - The [[Alias|alias]] is your organization's [[SmartSimple]] "entry point" (i.e. for ACME it would be acme.smartsimple.com). Do not use a www or http:// prefix.
* Resume Processing/Document Merging - Choose the option required for both resume processing and document merging. Select both check boxes.
=SmartSimple URL Samples=
[[Image:Exc.png]]
1. Set the [[Username|username]] to the name you use to log into [[SmartSimple]].
2. Set the [[Password|password]] to your [[SmartSimple]] [[Password|password]].
3. Set the [[Alias]].
4. Set the [[URL]].
5. Click the '''OK''' button.
In future you will be automatically connected to [[SmartSimple]] every time you start Excel.
=Generating a Report in Excel=
The purpose of the [[Excel Add-In]] is to display the results of reports created in [[SmartSimple]], in an Excel spreadsheet.
1. Click the '''SmartSimple Reports''' button.
[[Image:Exc9.png]]
The report list is displayed.
[[Image:Exc10.png]]
All the reports you are permissioned to see are displayed in this list.
2. Double click in the required report.
If there are any parameters required you will be prompted.
3. Click the '''OK''' button.
The report is displayed in the Excel Spreadsheet.
4. You can now apply any formatting that you need.
=System Requirements=
* This feature requires '''Microsoft Excel 2000''' or higher installed on your computer
* Access to the Internet is required plus a valid [[SmartSimple]] [[Username|username]] and [[Password|password]].
=Setting Security=
This feature stores [[User|user]] information in a file: '''SETTING.INI''', in the Microsoft Office/Office/ folder on the C: Drive. If this folder is protected, then the system will not work.
The [[User|user]] must have write access to this folder in order for the [[Excel Add-In]] to operate.
[[Category:Plug-Ins]][[Category:System Management]]