If any errors are found, messages are returned directly to the spreadsheet, enabling you to correct the errors and successfully upload the data. You can use the layout functionality to determine what fields appear in your spreadsheet, where they appear, and if they contain default values. These definitions can be saved, reused, and modified as needed.
This information can come from the Oracle E-Business Suite or from a text file. Imported information can be quickly modified in Excel, validated, and uploaded to the Oracle E-Business Suite.
This feature can be useful when migrating data from a legacy system to the Oracle E-Business Suite. Each seeded integrator is delivered with the Oracle E-Business Suite product that provides the functionality being integrated with the desktop.
Additional information specific to each seeded integrator can be found in the product-specific documentation. For additional information about any custom integrators developed at your site using Oracle E-Business Suite Desktop Integration Framework, consult your system administrator.
Note: Oracle Web Applications Desktop Integrator occasionally introduces optional new features that are disabled by default in their initial release. You can enable such features through the associated profile options if you want to use them. However, if you encounter issues, it is recommended that you disable the features until they become standard in a release where they are enabled by default.
For Microsoft Excel , , , and Office ProPlus Excel , both the bit release and the bit release are supported. Optional: WinZip or 7Zip installed on the client PC, if you want to use compression to increase the number of records that you can upload to Oracle E-Business Suite at once.
See: Compressing Data for Upload. Beginning in Release Upload processing is also performed on the server. With this option, no macros are used during document creation and limited macros are used during upload. Also, because the processing is performed on the server, document creation and upload use minimal desktop resources.
Note: Spreadsheets exported from Oracle Application Framework tables are always created as OOXML documents, regardless of the format your site uses for other spreadsheets. In Microsoft Excel, you must select the macro security settings that you want to enable the macros used by Oracle Web Applications Desktop Integrator. After you download this document, it creates the actual integrator document on the desktop using VBA macros. Macros are also used for lists of values and features in the Oracle ribbon tab, including upload.
If you use the OOXML format, then Oracle Web Applications Desktop Integrator create the document on the server without using macros, but limited macros are used for lists of values and features in the Oracle ribbon tab, including upload. You can choose to set a medium macro security level, in which case you are prompted to enable the macros each time you open an Oracle Web Applications Desktop Integrator spreadsheet. In this case, you can select a high macro security level in Microsoft Excel.
After you initially identify the Oracle Web Applications Desktop Integrator macros as coming from a trusted source, Microsoft Excel automatically allows the macros to run. Note: If you do not enable macros with the appropriate setting, according to whether you use digital signatures or not, then the Oracle Web Applications Desktop Integrator features that use macros will not work. If you do use OOXML but you do not enable macros, then Oracle Web Applications Desktop Integrator can create spreadsheets in the OOXML format on the server, but you cannot use lists of values or the Oracle ribbon tab features, including upload, when you are working with those spreadsheets.
If you do not use digital signatures in Oracle Web Applications Desktop Integrator, then you must set your Microsoft Excel macro security to let you enable macros on a case by case basis. The steps to do so may vary depending on your version of Microsoft Excel. For example:. Choose the File tab, and then choose Options. Check for Updates After you install the Oracle Visual Builder Add-in for Excel , it's a good idea to check whether a newer version of the add-in is available for you to install.
From the Advanced drop-down in your existing installation, select Check for Updates. Description of the illustration check-updates. Download the installer for the latest version and install the update. Before you update, be sure to review best practices as described in the next section. Best Practices for an Upgrade When you want to upgrade your existing installation of Oracle Visual Builder Add-in for Excel , follow these recommendations for a clean upgrade.
Tip: If you are upgrading from version 1. Install from the Command Line If you want to install the Oracle Visual Builder Add-in for Excel from the command prompt, you can use command-line switches with the vbafe-installer. This is the default installation option, unless a previous installation setting exists. This is the default installation location. Displays a list of supported switches with description. Use this switch as follows: 0 to disable the designer tools and install only the data tools.
In addition to interacting with the content in the workbook, Excel add-ins can add custom ribbon buttons or menu commands, insert task panes, add custom functions, open dialog boxes, and even embed rich, web-based objects such as charts or interactive visualizations within a worksheet.
You can use add-in commands to add a button on the ribbon or an item to a context menu in Excel. When users select an add-in command, they initiate actions such as running JavaScript code, or showing a page of the add-in in a task pane.
For more information about command capabilities, supported platforms, and best practices for developing add-in commands, see Add-in commands for Excel, Word, and PowerPoint. Task panes are interface surfaces that typically appear on the right side of the window within Excel. Task panes give users access to interface controls that run code to modify the Excel document or display data from a data source. For more information about task panes, see Task panes in Office Add-ins. Custom functions enable developers to add new functions to Excel by defining those functions in JavaScript as part of an add-in.
Users within Excel can access custom functions just as they would any native function in Excel, such as SUM. For more information about custom functions, see Create custom functions in Excel. Dialog boxes are surfaces that float above the active Excel application window. You can use dialog boxes for tasks such as displaying sign-in pages that can't be opened directly in a task pane, requesting that the user confirm an action, or hosting videos that might be too small if confined to a task pane.
Content add-ins are surfaces that you can embed directly into Excel documents. You can use content add-ins to embed rich, web-based objects such as charts, data visualizations, or media into a worksheet or to give users access to interface controls that run code to modify the Excel document or display data from a data source.
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