“Retrieve data” is the process to read data from PCM model/PlaidCloud Workspaces.
To retrieve data:
This function retrieves data for the current worksheet.
Note: The PlaidXL function hashtag (See Model Builder Functions to check all available hashtags) identifies that the worksheet needs to be retrieved.
This function retrieves data within a selected area. This is useful during report prototyping and ad-hoc validations.
Note: Make sure the worksheet is always fully retrieved before saving the Excel workbook.
This function loops over all Excel worksheets and retrieves data from the current model. To make sure the data will be retrieved and saved for the correct model, SetPCMModelName is executed during “Retrieve Data All Tabs” and “Save Data All Tabs”.
Note: Worksheets starting in an underscore ( _ ) will be skipped during the Retrieve All Tabs.
This function is the process of saving data from the Excel cells to the PCM model or PlaidCloud Project. The process is known as WriteBack.
The following steps need to be completed prior to save data:
This function executes the WriteBack formula for the current worksheet.
This function loops over all worksheets and executes the WriteBack formula on each one.
To make sure the data will be retrieved and saved for the correct model, SetPCMModelName is executed during “Retrieve Data All Tabs” and “Save Data All Tabs”.
The function “Clear Stored Values” will remove the stored value in any PlaidXL formulas.
Note: The PlaidXL function hashtag identifies that the spreadsheet needs to be retrieved
The function “Clear Expanded” is an UNDO button for any Drill options.