Import Data From NASBP Excel Sheets
If your organization works with Work In Process Excel sheets created by the NASBP (National Association of Surety Bond Producers), it is possible to import data from such sheets automatically into XBRL-bound reports (WIP In Process or WIP Completed reports). There are two ways to do this:
1.Import existing NASBP Excel data into a new XBRL-bound Excel sheet.
2.Create new XBRL-bound sheets directly in the existing NASBP Excel workbook.
Import NASBP data
There are two ways to import values from a source sheet: copying or referencing them. Copying means that the value is literally taken from the source range and placed into the target. If the source value changes, it is not automatically updated in the target WIP sheets. However, you can update the WIP report from the source at any time by clicking the Copy Values button. Referencing means that, instead of storing an actual value, the WIP sheet will contain a formula which refers to the source cell range. Updating the value in the source will also automatically update it in the target sheet next time when you open the target sheet.
To import NASBP data into a new XBRL-bound sheet, follow the instructions below:
1.Create a new blank Excel workbook.
2.In the Excel ribbon, click the WIP tab and click Insert.
3.Select the NASBP WIP Report check box.
4.Click Open Workbook and browse for the NASBP Excel book from which you want to import data. The dialog box shown below opens. Notice that the right-hand side of the dialog box displays all the sheets from all the currently open Excel workbooks, except for hidden sheets and the XBRL-bound WIP In Process or WIP Completed sheets. Any valid NASBP sheets are enabled and can be selected as a source; the others are grayed out. In the screenshot below, the current book is Book1. Since Sheet1 does not contain NASBP data, it is grayed out.
5.Select the check box next to the sheet from where you want to import data. In our example, we have chosen the source workbook NASBP.xlsx. This source workbook contains a WIP sheet, which qualifies for automatic import.
6.To import data into the WIP In Process sheet, click the In Process tab. Likewise, to import NASBP data into the WIP Completed sheet, click the Completed tab.
7.Under Mapping Method, choose an import option (Copy or Reference, as explained at the top of this page) and click OK.
Create an XBRL-bound WIP sheet in NASBP workbook
To create an XBRL-bound WIP sheet directly in the NASBP Excel workbook, follow the instructions below:
1.Open an existing NASBP Excel workbook.
2.In the Excel ribbon, click WIP. Then click Insert.
3.Select the NASBP WIP Report check box. The dialog box Insert WIP Report displays sheets from all the currently open workbooks (in our example, NASBP.xlsx). Any sheets valid for NASBP import are enabled; other sheets, if available, are grayed out.
4.To import data into the WIP In Process sheet, click the In Process tab. Likewise, to import NASBP data into the WIP Completed sheet, click the Completed tab.
5.Select the check box next to the sheet from where you want to import data (in our example, WIP).
6.Under Mapping Method, choose an import option (Copy or Reference, as explained at the top of this page) and click OK.