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Set Sheet name.

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Zoel

Posts : 7
Points : 83
Join date : 2018-10-16

Set Sheet name.

Post by Zoel on Tue Oct 16, 2018 9:10 pm

Hi, 

I have been trying to set sheet name on an Excel file for a few Days now and havnt been able to output it in my results. Any ideas on if it can be done on DS or dose it have to be done in AD? 

Im new to Kapow to i might ad … so, be Gentle Smile
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jking

Posts : 57
Points : 1829
Join date : 2014-03-01
Location : USA

Re: Set Sheet name.

Post by jking on Tue Oct 16, 2018 11:57 pm

With your Spreadsheet Open, Right-Click on the Sheet Name and choose Set Sheet Name.  

Options to Set Sheet Name are: 
•Value - Sets the name directly 
•Variable - Specifies a variable that contains the name you want to use.
•Expression - Creates an expression to specify the name to use,
•Converters - Specifies a data converter to set the name.

Click OK.

Zoel

Posts : 7
Points : 83
Join date : 2018-10-16

Re: Set Sheet name.

Post by Zoel on Wed Oct 17, 2018 1:56 pm

Thank you Jking for your Quick reply … 

Right clicking on the spreadsheet sheet open, are you referring to the Device Automation or Design Studio? Im looking to do this in Design Studio ... 

Thanks! 

//Zoel
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jking

Posts : 57
Points : 1829
Join date : 2014-03-01
Location : USA

Re: Set Sheet name.

Post by jking on Thu Oct 18, 2018 1:49 am

The steps I outlined are for Design Studio.

Zoel

Posts : 7
Points : 83
Join date : 2018-10-16

Re: Set Sheet name.

Post by Zoel on Thu Oct 18, 2018 1:52 pm

Jking, thanks again for your help … 

I m attaching here a few screen shots on how my process looks like and tryting to right klick on the sheet dose not give me that option you discribed. 

I did add a step as and named it "set sheet name" as you can see in the 1st pic. but it seem to need a range finder that you normally get automatically when doing as you suggested. 

See all my screenshots to get an idea on where im at and hopfully you can help me get over this opstical.  Smile 

Do not seem that im able  to ad the screenshots, ((Max size per file : 0 Mb)) Can i email them to you? 

Cheers
Zoel

Zoel

Posts : 7
Points : 83
Join date : 2018-10-16

Re: Set Sheet name.

Post by Zoel on Thu Oct 18, 2018 7:44 pm

Hi again, 

I managed to find the set sheet name in the excel file and was able to change it as discribed but i must have missexplained a Little here, i need to change or (set) the Excel file name so it ll be saved as the monthly report i m exporting every month. It basically Changes into time in between dates! 

Cheers
Zoel
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jking

Posts : 57
Points : 1829
Join date : 2014-03-01
Location : USA

Re: Set Sheet name.

Post by jking on Thu Oct 18, 2018 8:15 pm

Do  you need to change the Sheet  Name or the File Name?  In either case you can do this in one-step or in a series of steps:

Series of Steps:
Sheet Name
Create a Variable SheetName Type:Short Text (simple)
Insert an Assign Variable Step
Variable : SheetName
For Value, use an Expression or a Converter.  For example, an expression could be
Expression:  date()   Output: 2018-10-18
Expression:  date()+" Statement"    2018-10-18 Statement
Right-Click on SheetName → Set Sheet Name 
Click on the Drop-Down box, Select Variable and choose your Variable (SheetName).
Click OK

On-Step:
Right-Click on SheetName → Set Sheet Name 
For Value, use an Expression or a Converter.  For example, an expression could be
Expression:  date()   Output: 2018-10-18
Expression:  date()+" Statement"    2018-10-18 Statement

To rename the Filename, the process would be similar.
You did not indicate if you are writing out the file or if you are using a Send Email step to distribute the report.
In either case, the process to rename the file is similar to renaming the SheetName.

You can create a Variable to Hold the FileName and use an Assign Variable with an Expression or you can Assign it in the process:

Write File:
for File Name, you can select a variable that you assign prior to the Write File Step, or you can use an Expression to Assign the File Name:
Expression:  year(date())+"."+month(date())+" Financial Statement.xls"  Output: 2018.10 Financial Statement.xls

Send Email Attachment Filename
for File Name, you can select a variable that you assign prior to the Send Email Step, or you can use an Expression to Assign the File Name:
Expression:  year(date())+"."+month(date())+" Financial Statement.xls"  Output: 2018.10 Financial Statement.xls

Regardless if you use an Assign Variable or use an Expression to change the Sheet Name or the File Name, using the Functions in Kapow will allow  you to change the Name of the Report to include a date.

hth

Zoel

Posts : 7
Points : 83
Join date : 2018-10-16

Re: Set Sheet name.

Post by Zoel on Thu Oct 18, 2018 10:04 pm

Hi JK, 


That is exactly what i have been doing all the time since a week ago now, but i was specifying it in a step (set sheet name) instead. But now i changed it into the (Send Email) step instead, Attachement, File name and the expres​sion("Monthly Report" + startdate + " and " +enddate). running it right now, will let you know how it went Smile 


Thank, this conversation guided me towards the logic the tool ... Smile 


Could you take a look at the second issue im facing. (Order by [a-z])
http://kapow.forumotion.net/t170-order-by-a-z 


Cheers
Zoel

Zoel

Posts : 7
Points : 83
Join date : 2018-10-16

Re: Set Sheet name.

Post by Zoel on Fri Oct 19, 2018 2:18 pm

Thanks so much for this JK … works just fine now! Smile 

//Zoel

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