Importing Data

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Importing Data

As an alternative to entering data manually into the "WIP In Process" or "WIP Completed" sheets, you can also import it from custom Excel sheets or workbooks, including NASBP (National Association of Surety Bond Producers) Excel sheets. You can also import data from existing XBRL WIP reports saved with the Altova Work in Process (WIP) XBRL add-in for Excel.

 

The various import options listed below are all available in the Altova Work in Process (WIP) XBRL add-in for Excel. These options enable you to keep the source data for the WIP reports in a layout that is perhaps more convenient to your organization, and quickly import it into the "WIP In Process" or "WIP Completed" sheets as and when necessary.

 

Importing Data Using Data Mappings

Use this option to import data from custom Excel workbooks. This option requires that a data mapping be created first. A "data mapping" means that specific fields in the WIP report will map to specific cell ranges in your custom sheet. It is you who decides what should map to what. The source data can be either in a different sheet in the same workbook, or in an external workbook.

 

Once the data mapping is ready, you can automatically populate the WIP data sheets from your custom sheet. This is done with a click of a button (either the Copy Values or Reference Values button).

 

Data mappings are saved together with the WIP workbook. This makes them suitable for on demand or recurring imports into the same workbook. To become reusable across multiple workbooks, data mappings must be saved as templates (see next option).

 

Importing Data Using Templates

Use this option to import data from custom Excel workbooks for which you already have prepared a template. A template is just a permanently saved data mapping between specific fields in the WIP report and specific cell ranges in any custom sheet.

 

This requires that all your source workbooks have the same layout that is recognized by the template. Unlike data mappings, templates are saved to a special template folder that you designate, and thus are reusable across multiple workbooks. You can define as many templates as required, one for each custom Excel sheet from where you need to import data.

 

Importing Data From NASBP Excel Sheets

Use this option to import data from sheets produced by the NASBP (National Association of Surety Bond Producers). As long as the source sheet is a valid NASBP sheet, the add-in will automatically import data from it; no other setup is required.

 

Importing Data From Existing XBRL WIP Reports

Use this option to import existing WIP Report data that was saved in XBRL format with the Altova Work in Process (WIP) XBRL add-in for Excel.


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