Importing Data From NASBP Excel Sheets

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Importing 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 the XBRL-bound reports (either the WIP In Process or the WIP Completed report). 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.

 

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; also, if the source value changes, then it is not automatically updated in the target WIP sheets (you can however update the WIP report from the source at any time by clicking a 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:

1.Create a new blank Excel workbook.
2.In the Excel ribbon, click the WIP tab, and then click Insert.
3.Select the NASBP WIP Report check box.

wip_nasbp1

4.Click Open Workbook and browse for the NASBP Excel book from which you want to import data. The dialog box below opens. Notice that the right-hand side of the dialog box displays all sheets from all currently open Excel workbooks (except for hidden sheets, and the XBRL-bound WIP In Process or WIP Completed sheets). Any sheets that are detected to be valid NASBP sheets are enabled and can be selected as source; the others are grayed out. In the image below, the current book is "Book1". Since "Sheet1" does not contain NASBP data, it is grayed out.

wip_nasbp2

5.Select the check box next to the sheet from where you want to import data. In the image below, the name of the source workbook is NASBP.xlsx, and it contains a sheet "WIP" which qualifies for automatic import.

wip_nasbp3

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.

 

 

To create an XBRL-bound Work in Process sheet directly in the NASBP Excel workbook:

1.Open the existing NASBP Excel workbook.
2.In the Excel ribbon, click WIP, and then click Insert.
3.Select the NASBP WIP Report check box. The dialog box below displays sheets from all currently open workbooks (in this case, NASBP.xlsx). Sheets which are detected to be valid for NASBP import are enabled; other sheets, if available, are grayed out.

wip_import_nasbp1

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 the image above, "WIP").

wip_import_nasbp2

6.Under Mapping Method, choose an import option (Copy or Reference, as explained at the top of this page), and click OK.

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