Managing Data Updates

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Managing Data Updates

Retrieving Data #

“Retrieve data” is the process to read data from PCM model/PlaidCloud Workspaces.

To retrieve data:

  1. Connect PlaidXL to a PCM model/PlaidCloud Workspace
  2. Ensure the report is designed with the Page, Columns, and Rows sections
  3. Ensure all Formulas are written and laid out accordingly

Retrieve Sheet #

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.

Retrieve Selection #

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.

Retrieve All Tabs #

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.

Saving Data #

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:

  1. Connect PlaidXL to a PCM model/PlaidCloud Workspace
  2. Ensure the report is designed with the Page, Columns, and Rows sections
  3. Ensure the WriteBack formulas are written and laid out accordingly

Save Data #

This function executes the WriteBack formula for the current worksheet.

Save Data All Tabs #

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”.

Note: Worksheets starting in an underscore ( _ ) will be skipped during the Retrieve All Tabs.

Clearing Retrieved Data #

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

Clear Expanded #

The function “Clear Expanded” is an UNDO button for any Drill options.

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