Tag Archives: automate

Activities report in Infopath (Update)

Hi guys,

I have updated the activities report and corrected a minor (or not such a minor) bug.

Previously the report used to submit numbers with dot as decimal separator. However, the web time report accepts comma as decimal separator. So, make sure you sent in previous uploads numbers decimals and not hundreds.

Ivan suggested that I added the functionality to fill in the selected rows with some same data. This is handy if you worked the whole month on just one project. Now, you do not have to fill in each single row of data with the same project name. You just select the rows, find the project combo box in the table under the rows section and choose the project. All the selected rows will obtain the value of the selected project.

To know more about the application and to download it  follow this link:

http://www.plinky.it/blog/index.php/2009/09/27/activities-report-in-infopath/

Feel free to contact me in case of troubles, difficulties or found bugs. 🙂

Activities report in Infopath

Description

Activities report manager is an Infopath solution which automates the work with the Techedge web time report. It is dedicated to my colleagues who work in Techedge.

This project was experimental. I wanted to discover deeper the functionalities of Infopath and the opportunities for creating automation applications.

The project could have been published a couple of weeks earlier, however, in the phase of final testing I discovered that it posted data on the web time report disregarding the month’s state. This means that basically it could submit data to the web time report for any period of any year. So, it took me some time to implement additional conditions to make the submitting of data available only for the open months.

How this works

Check the presentation video to see it in action:

For working with the application you need Infopath 2007 and  .NET framework 2.0 installed. After the installation you will find an .XSN file which is an Infopath template. Based on it you can create new documents with your data (xml file).

Download

If you liked the tool and wish to download it feel free to do it. We provide it free of charge. Use and enjoy!

ActivitiesReport.msi

CBI (Customer to Business Interaction) Excel data export

Hi guys,

Recently we had an opportunity to develop an Excel add-in to carry out custom export of data regarding the employees salary payments into a CBI (Customer to Business Interaction) format. This is a standard for the text flat file data formatting implemented by banks for batch data loading. More information could be found on www.cbi-org.eu

Continue reading CBI (Customer to Business Interaction) Excel data export

Techedge Time and Expenses report use instructions

Hi all,

here you can find a set of instructions on how to use the Time and Expenses Excel reports.

The Time Excel report can be found here:

http://www.plinky.it/blog/index.php/2009/01/27/techedge-timereport-in-excel-ii/

The Expenses Excel report can be found here:

http://www.plinky.it/blog/index.php/2009/02/01/techedge-expenses-report-in-excel/

Continue reading Techedge Time and Expenses report use instructions

Automate Excel charts building and moving to Power Point presentations

Hi,

Today we would like to present you yet another Excel add-in that we created for one our client. This is another implementation of the tool to build and transfer Excel charts into PowerPoint presentations.

The tool is quite universal so you could easily adapt yourself to use it.
The solution is quite simple and it uses at maximum the natural capabilities of Excel.

So, imagine you have a huge set of data which you have to analyse somehow, create charts on separate subsets of data and transfer them into PowerPoint presentations to then submit them to your clients. With this add-in you are actually supposed to have
– a table with data
– an area where you can insert row numbers
– an area that is filled dynamically with data by means of formulas and that takes a row number as an input
– sheet charts that have as data source the before mentioned area

Continue reading Automate Excel charts building and moving to Power Point presentations