Browse/Download Sage Data
Excelerator allows users to pick Sage data directly whilst still in Excel and use it in the template. This is called Browsing.
When you are entering data into your template you can simply select a cell in the range, right click and select "Browse", then pick from the data that is listed.
The browse allows you search and filter of Sage data. Data can easily be selected and returned to the active cell in the Excel sheet.
For more information on the rich functionality available in our browses:
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To browse Sage data, you first have to select a cell on the spreadsheet that is in an Excelerator range.
Excel right-click on a cell
Right-click to display the standard Excel menu (on ranges where selection is available).
The Browse Records option will then appear on top of the menu.
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If this right-click browse option becomes disabled, then use the Browse option in the Excel Ribbon.
One of the reasons that the right-click Browse may become unavailable is that the Excelerator ranges have a different definition (for example a Table definition).
To resolve this, use the "Convert to Range" option in excel. This should make the right-click browse to be available again. Contact Codis Support for assistance if required.
'Browse' button in the Excel Ribbon
The keyboard shortcut for Browse
Using the Ctrl + F2 will also launch the browse.
Fast Entry
Start Fast Entry by clicking on the option in the module panel from the ribbon. Note the option changes to Stop Fast Entry after starting.
Fast Entry browse is accessed by typing data into the relevant range (cell) and tabbing off the cell.
See Fast Entry
Selecting Data From Browse
Filtering by Column
Filtering by Column allows you to:
- Apply more precise filtering to your searches as you specify which column of data to search in.
- Apply more than one filter on different columns
- Pick from a list of values
Fast Entry
Fast Entry is an exciting feature that allows you to pick Sage data quickly.
Fast Entry has to be activated from your ribbon.
Once activated, you can invoke the browse just by entering the Tab button on your keyboard.
Anything entered in the cell when you enter the tab will be used in a full-text filter.
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If only one record matches the filter, that record will be automatically selected and the browse closed.
This video shows how to use Fast Entry.
Browse Settings
Settings for the new advanced browse are stored in %AppData%\Roaming\Codis\Excelerator\BrowseSettings.
Each browse has its own settings file. The names of the files should be sufficient to tell you which browse they relate to.