User Manual - WebWorksheet
Contents
1. WebWorksheet ersion 3 3 User Manual Copyright 2009 2011 Expitas LLC WebWorksheet v3 3 Contents CC U ron Saias den Dai Ole A a Did SR er ere en te are errr 5 Oe ee ssa ciais OR ee ed a ee RAR RR RR E raai 4 creating the Lsio fo SS o o RR PR GR AR wean weed wane A PAD A tance ees 4 CC bop eed wi epee de 5 dale anik i PANEI COD sie II RI O DS E ET 7 a T E 8 EE EE A A E A E E RR 9 Pennod MOUS OVT EI CES eee eee ee ere ee ee ee ee ee eee ee eee ere renee re 12 Including Images in your WebWorksheet ccccccce cece cece eee rere reer reer reer eee e seers eee eee erre erre erre 13 Sacia Mio aA a L EE EE ESA E AE T A E EEEE EE A AET 15 ado crio mna CONTEG FON E eee AA a 15 Be O UC perda a rio A Si pd 16 Deploying Your WebWorksheet to the WeD cccccccccecc cece eee cere reer rere rere eee eee e seen essere eeeeeee ergs 16 UE opr ENE EE OANE ators steters E EI Ud A a T ET A idee 17 Gace L016 ao a tS seh eres ee ee ae E E eT ee eT Te ee ee ere 17 Oe apc an cine RD PDR Re DER UR DR canes RD RI ER RIR RR RR 18 O uno stato Ra Fada aids na irado Lapada o Endate cs Enio Ra Cada da st dra in a ed ss dir ais dt 19 CR usados A ications 20 RODIN sabre cee ado co rok AEE A A AE E EE A EE EEE o sarada dci Si nena 21 CO CNC A ques io ek SR ea ciate 21 CO IRC O aa eta pois ano Cais aid were E cats csis contaria Dita criadas ini nais Raia no aiii da a da da e 22 COCO saco ONE EEEE E T CAE E E EE I A EE E E AT EA E AE 24 EE O recreio rrea2. Validation rules can be used for prompting users when they arrive at an input cell verifying the data entered meets certain criteria or preventing a user from submitting emailing a webworksheet with missing information All validation rules are defined using Excel validation criteria which are found under the Data Validation menu While it is outside the intent of this user manual to describe all the options of using Excel validation the following describes some of the key features More information on validation rules can be found at http support microsoft com kb 211485 To prompt the user when an input cell is selected use the Input Message tab and check the Show Input box to enter the desired Title and Input Message Following is an example input message defined for the Weekly Timesheet Employee name field Data Validation Settings Error Alert Show input message when cell is selected When cell is selected show this input message Input message Enter your first and last name E Address 2 Manager Jos Manager employee Name 6 City ST ZIP Code Employee phone Enter your first and i last name T Employee e mail O Week ending WebWorksheet v3 3 When the WebWorksheet is created that same input message will be displayed as Company Name To validate the entry made by the user conforms to some criteria rules are established on the Settings tab Excel provides the ability to v
3. and ERROR will appear in the cell WebWorksheet Error The SAVEBLUTTON function is defined as wwsSavebutton button_ label where button label is the text which appears in the button When the user clicks on the savebutton the following message will be displayed Message from webpage To save this file on your local machine dick OK and wait for the page to refresh Then using the File Save As menu option save the file using any name you choose This function will work only if the user is connected to the internet and the user must wait for the page to redisplay itself before saving the file This may take a few seconds during periods of heavy internet traffic 24 WebWorksheet v3 3 wwsPrintButton Description Creates a button in the cell which prints the webworksheet to a user selected printer A message can be displayed to the user to provide instructions before the Windows Print Dialogue box appears Arguments button_label required Text string which defines the text inside the button userText optional Text message which can be displayed to the user prior to the print dialog box appearing Examples wwsPrintButton Print wwsPrintButton Print Set orientation to landscape before printing If any error is detected while using this function in the worksheet the following message will appear and ERROR will appear in the cell WebWorksheet Error The PRINTEUTTON f
4. is the text displayed on the login page 33 WebWorksheet v3 3 wwsDateMath Description Adds or subtracts the given number of days from the given date and returns the new date Typically this can be done with a simple cell formula e g C5 3 but situations arise where Excel and WebWorksheet cannot agree on the cell format Using wwsDateMath helps to resolve those situations Arguments someDate required Text string containing a valid date in mm dd yy or mm dd yyy format numberOfDays required Integer defining the number of days from someDate Examples wwsDateMath 12 25 2011 3 wwsDateMath 1 1 2000 180 Tip Use this function only if VALUE appears in a webworksheet cell which contains a date calculation formula 34 WebWorksheet v3 3 Technical Notes This section provides additional tips and insights on converting your Excel workbooks to WebWorksheet pages and any existing limitations on Excel formulas Numeric Precision WebWorksheet has been designed to mimic the precision of calculations as displayed in Excel Calculation cells which are formatted in Excel as General will display up to 9 digits of precision after the decimal point although they are stored internally with greater precision WebWorksheet will round numeric calculations to 9 places and display according to the format defined for the cell 9 for General or the defined number of places if Number Operator Pr
5. function to create a location marker inside your form which when used with the hyperlink function inherent in Microsoft Excel can position the user at any specific point on the webworksheet Processing Completed Forms One of the most powerful features of WebWorksheet is the ability to have completed forms emailed to an address when the user has completed data entry The wwsSubmitButton function allows the form to be sent via email to a defined address The completed form is contained within the body of the email message and can also be included as a file attachment for easy archival by the recipient All the validation techniques described above can be used to ensure the form is completed properly before allowing it to be sent As a security feature WebWorksheets which are sent via email cannot be modified by the recipient The wwsClearButton function removes any user entry from the webworksheet and restores all the fields to their original values Forms can also be saved on the local workstation before being emailed so the user can complete sections of the form and return later for more data entry The wwsSaveButton function allows the webworksheet to be saved with all user entry intact To complete entry the user selects the local copy and can save as many times as desired When complete the form can be sent via email if the submit button has been defined The wwsPrintButton function allows the completed form to be printed using t
6. input cell but may be deleted or changed by the user See Appendix A for a detailed description of each input function its arguments and more examples To expedite the setup of input cells you can use the Initialize Input Cells command on the WebWorksheet toolbar Select one or more cells cells do not have to be contiguous then select the command on the toolbar The following message will appear Initialize Input Cells This function will populate all the selected cells with the wwsInput function If any of the selected cells contain a value it will become the default value for the cell If the cell contains a formula it will be skipped Do you wish to continue w If Yes is selected each of the selected cells which do not contain a formula will be given the formula wwslnput If the cell contains a value it will become the default value for the wwslnput function For example if the cell contained the value Enter your name it will be given the formula wwslnput Enter your name Ifthe cell contains a formula a message will be displayed containing the cell number and its formula Initialize Input Cells Cell 6520 contains the formula IF SUM A20 gt 0 SUM A20 E20 F20 and will be skipped Cells which require input via the wwsCheckbox or wwsDropdown functions must be manually defined WebWorksheet v3 3 Validating User Input If desired cell validation rules may be defined for input cells
7. must be at least 8 characters Cancel If the user selected the submit button with the employee name missing WebWorksheet would display the following Agges i MEOD ET Her City STIIP Code Empioves Weer ending Erno yee e mail i required field s are missing and have been highlighted in red Those fields must be completed before the form can be submitted If the error style is set to Warning the offending fields will be highlighted in yellow and the following message would be displayed 11 WebWorksheet v3 3 Eres Address Employees E Agges 2 Monroe Ciry ET ZIP Code Empbyyes Emploves ema Weert ending 1 recommended field s are missing and have been highlighted in yellow Do you wish to submit the form with missing fields The user may choose to submit the form with the missing fields via the OK button or Cancel to correct those fields If the Style is set to Information no validation occurs and the Submit will be executed Defining Mouseover Effects A mouseover can be defined for any non input cell on the webworksheet by defining a comment for that cell in Excel Using the Insert Comment menu option define the message to be displayed on the webworksheet whenever the user hovers the mouse over that field The red indicator that Excel uses to identify cells with comments is not visible on the webworksheet For example to define a mouseover for the Overtime column header define a commen
8. this function in the worksheet the following message will appear and ERROR will appear in the cell WebWorksheet Error The IMAGE function is defined as wwslmage filename height width URL tite where iname is the name of the image file height is the pixel height of the image or O to use the cell height width is the pixel width of the image or O to use the cell width URL optional is the address of the web page to go to when the image is clicked and tite optional is the message to be displayed when the mouse hovers over the image 26 WebWorksheet v3 3 wwsBackground Description Places the specified image file as the background image for the generated web page The function returns the name of the image but that name will not appear on the html page Arguments imageFile required Text string which defines the file containing the image Image types can be gif png jog or omp Examples wwsBackground companylogo gif wwsBackground http www mycompany com images logo gif Tip The background image fills in the screen space outside the actual page and can be aesthetically pleasing or a distraction depending on the image If any error is detected while using this function in the worksheet the following message will appear and ERROR will appear in the cell WebWorksheet Error The BACKGROUND function is defined as wwsBackground imageFile where imageFile is the name o
9. alidate an entry as a whole number a decimal number a date a time a certain length or a member of a list of values It can also be used to verify a value or length is a fixed value greater than or less than a value or somewhere in between Custom rules can also be defined The Error Alert tab is used to define the message to display when cell validation fails and to define how that error affects form submission Excel provides three levels of alerts Stop Warning and Information When the Style is set to Stop WebWorksheet will require the user input to be present and pass the validation rule defined on the Settings tab before the webworksheet can be Submitted emailed When the submit button is clicked WebWorksheet will check all the values and if missing or fails the validation rule a message will be displayed to the user and the errant fields will be highlighted in red For example assume the Employee name is mandatory The Settings tab would be used to define a minimum length for the name such as Data Validation settings Input Message Error Alert Validation criteria Allow Text length Clear All OK Cancel Then the Error Alert tab would be set up as 10 WebWorksheet v3 3 Data Validation Settings InputMessage Error Alert Show error alert after invalid data is entered When user enters invalid data show this error alert Title Employee Name Error message The Employee Name
10. ally when the cell is selected by clicking or tabbing into the cell If False the calendar icon is displayed and the user must click on the icon to see the date picker If not provided it defaults to False Validation Options User input may be validated to a specific date or range of dates using the standard Microsoft Excel validation functions on the Data Validation menu Examples wwsCalendar wwsCalendar 12 25 2011 wwsCalendar 7 4 2011 True wwsCalendar True When the date picker is activated either by entering the cell or clicking the calendar icon the calendar will appear directly below the cell and the date in the cell will be selected or the current date if the cell has no value Here is an example Eg 2011 gt Su Mo Tu We Th Fr Sa 1 z 3 A 5 6 T E e 10 114 12 43 14 15 16 17 18 19 20 21 22 23 24 25 26 2f 20 The calendar icon will be placed to the right of the input cell and will be sized to the height of the row If text appears in the cell to the right of the input cell the calendar icon may obscure all or part of the text 20 WebWorksheet v3 3 Button Functions wwsClearButton Description Creates a button in the cell which restores all the cells to their original values Arguments button label required Text string which defines the text inside the button Examples wwsClearButton Clear wwsClearButton Start Over T
11. ark bookmarkName cellText where bookmarkName is the name given to the bookmark used as the reference and cellText optional is the text which appears in the cel 32 WebWorksheet v3 3 wwsProtectPage Description Encrypts the web page using highly secure industry standard encryption algorithms Before the page can be viewed the user must enter the password Arguments password required Text string used to encrypt the body of the web page userText optional Text string displayed on the login page If not provided the default prompt of lt br gt This page is protected lt br gt lt br gt Please enter the password to continue is used Examples wwsProtectPage Secr3tP sswOrd wwsProtectPage GOPackers This site is intended only for the employees of Acme Packing lt br gt lt br gt Please enter the site password to continue Tip To create a strong password which is not easily guessed use a combination of upper and lower case letters numbers and special characters Tip Use the lt br gt tag inside the userText field to force a new line If any error is detected while using this function in the worksheet the following message will appear and ERROR will appear in the cell WebWorksheet Error The PROTECTPAGE function is defined as wwsProtectPage password userText where password is a string containing the password used to encrypt the page and userText optional
12. ation the following 3x3 section of a worksheet will allow the text in cell A2 to be Shown it its entirety Cell Alignment Excel oftentimes makes assumptions on whether the text in a cell should be left aligned or right aligned depending on the type of data in the cell e g a date a number a text string To create a professional looking web page you may want to force the alignment by using the Format Cells Alignment tab You may also want to set the Indent on a cell to give it a fixed margin on the left or right sides so the text does not touch the cell border As an illustration of the advantage of using indentation consider the following section of a worksheet WebWorksheet v3 3 When converted to html the following is displayed in the browser To give a little separation between the text and borders we can set up Column A to have a right indent of 1 and Column B to have a left indent of 1 yielding the following Cell vertical alignment top center or bottom should also be reviewed and adjusted to improve the look of the web form The steps to correct any formatting differences can be repeated as often as necessary until the webworksheet is an identical replica of the Excel worksheet Identifying Input Cells The next step is to identify each input cell for which the user is to enter a value When using an Excel worksheet every cell is available for input but that is probably not the best approach for d
13. ble again Add Ins available _ ADOConnectObject Class ox Analysis ToolPak Analysis ToolPak VBA cancel _ Conditional Sum Wizard _ Euro Currency Tools _ Internet Assistant VBA Solver Add nado WebWorksheet WebWorksheet creates fully functional html forms from a workshee WebWorksheet v3 3 4 In Microsoft Excel 2007 and 2010 click the Office button choose Excel Options select the Add Ins screen choose Excel Add Ins in the Manage input box and click Go In the Add Ins dialog click the Browse button This will open a familiar Open File dialog Navigate to the C Program Files Webworksheet folder and select webworksheet xla and click Open 5 When installation is complete the C Program Files Webworksheet folder will contain the Excel add in file the user manual this document and several example spreadsheets which demonstrate the features of WebWorksheet Creating a Web Enabled Spreadsheet Once the Microsoft Excel add in is installed open the workbook containing the sheet you would like to publish on the web WebWorksheet publishes each worksheet as a separate file so if there are multiple worksheets in the same workbook to be published follow this process for each worksheet Creating the WebWorksheet When converting an existing spreadsheet to a webworksheet we suggest creating a copy of the worksheet inside the workbook This is done to keep the original worksheet intact fo
14. ckBox Red true 1 checkBox Green true 1 true will produce only one of which can be selected since they are all members of group 1 Tip When a checkbox is selected the value of the cell is set to the checkbox label which can be referenced in other formulas If any error is detected while using this function in the worksheet the following message will appear and ERROR will appear in the cell WebWorksheet Error The CHECKBOX function is defined as wweCheckbox label requiredFlag group selected where label is the text which appears next to the checkbox requiredFlag optional is either True or False and indicates if one of the checkboxes must be selected before the webworksheet can be submitted and groupNumber optional is an integer used to group checkboxes where only one from each group may be selected and selected optional is either True or False and indicates if the checkbox is checked by default WebWorksheet v3 3 wwsCalendar Description Creates a popup calendar date picker for the cell The calendar can be configured to automatically appear when the cell is active or only when the user clicks on the calendar icon displayed next to the cell Arguments default_ date optional Text string containing a valid date which is automatically inserted into the cell autoshow optional True or False If True the calendar icon is not shown and the date picker will appear automatic
15. d you like to name this image OK Cancel Enter a descriptive name and then click OK The image will be copied as a jpg file and stored in a subfolder called wwsl mages under the same folder as the Excel worksheet WebWorksheet 13 WebWorksheet v3 3 will confirm the export and give the size of the image in pixels for use in the wwsl mage function The original image is left intact on the worksheet Repeat this process for each image WebWorksheet The selected image has been exported to C Inetoub wwwroot webworksheet test jpg with a height of 64 pixels and a width of 72 pixels OK To place the image on the webworksheet use the wwslmage function in a cell Using the Excel Format Sheet Background menu it is possible to define a background image for the worksheet The image will be repeated across the page behind the cells To replicate this feature on a webworksheet the wwsBackground function is used Place this formula in any cell on the worksheet The function returns the name of the image but that name does not appear on the webworksheet For example placing the formula wwsBackground background jpg in cell B1 1 background jpg would result in the following webworksheet Company Name Microsoft Excel also supports images within cell comments which are displayed whenever the mouse hovers over the cell WebWorksheet will automatically export those images and place them in the ww
16. ecedence Excel has a defined hierarchy for evaluating formulas which can be reviewed here WebWorksheet utilizes this same hierarchy but to ensure proper evaluation of complex formulas we suggest adding parenthesis in the Excel formula to clearly identify the intended relationships and computations Lookup Functions The Match and Index functions do not support the Array form where the lookup array is defined in the function call e g MATCH b a b c 0 The lookup array must be defined as a range e g MATCH b A1 B3 0 Wildcards are not supported in the Match function Substitute Function The Substitute function will replace the first or all occurrences only If you specify a specific occurrence other than 1 the FUNCTION error will be returned Known Issues To find a detailed list of known issues with WebWorksheet and workarounds look on the Support page of the website at http www webworksheet com webworksheet support htm This page is accessible only to WebWorksheet customers and requires entry of your license key 35
17. eploying a web form WebWorksheet provides several functions for collecting input from the user so choose the method which best meets your needs Use the wwsl nput function to collect information to be typed by the user including numbers dates and text strings or Use the wwsDropDown function to create a list of options for the user and they select one of those options from the list or Use the wwsCheckBox function to create a checkbox which the user can check or uncheck Multiple checkboxes can be grouped together so the user can select only a Single option from a list of multiple options Use the wwsCalendar function to create a popup date picker calendar to allow the user to select a date via a click The calendar can be configured to appear automatically when the cell is activated or when a calendar icon is clicked For example to identify input cells for the upper portion of the Weekly Timesheet we would enter wwsl nput into each of the appropriate cells WebWorksheet v3 3 B C E F G J 1 Company 3 E Street Address wwsinput Employee wwslnput ESA Address 2 wwslnput Manager wwslnput Joe Manager pm wwslnput Employee phone wwslinput 7 Employee e ma wwslnput 8 Week ending wwslnput 9 If a default value is desired that value can be passed to the wwslnput function as shown in the Manager field above That default value will be displayed in the
18. equires installation Follow these steps to install the add in on your workstation 1 Download the self extracting executable using the instructions provided in the confirmation email you received after the purchase was completed This file can be saved anywhere on your computer 2 Extract the WebWorksheet files by double clicking on the downloaded file Files will be installed in the C Program Files Webworksheet folder Windows Vista and Windows 7 users You must run the installer program as Administrator using the right click menu E WebWorksheet0302 exe 5 4 2011 11 31 AM GE Run as administrator Troubleshoot compatibility Share with Pin to Taskbar Pin to Start Menu Restore previous versions send to r Cut Copy Create shortcut Delete Rename Properties 3 Once the software has been installed the add in must be enabled in Microsoft Excel In Microsoft Office Excel 2003 select the Add Ins option on the Tools menu Then using the Browse button select the webworksheet xla file from the C Program Files Webworksheet folder and click OK The WebWorksheet toolbar will now be visible This toolbar will automatically appear each time Microsoft Excel is started To temporarily disable the WebWorksheet toolbar uncheck the WebWorksheet option on the Add Ins menu and the toolbar will not be visible Simply re check the WebWorksheet option to make it visi
19. er or function defining the row number to check Examples if wwsVisible 14 true wwsShowRows 15 wwsShowRows 16 if wwsVisible ROW 14 false wwsShowRows ROW 15 5 wwsHideRows ROW 15 5 If any error is detected while using this function in the worksheet the following message will appear and ERROR will appear in the cell WebWorksheet Error The VISIBLE function is defined as wws Visible rowNumber where rowNumber is the row to check if visible 31 WebWorksheet v3 3 wwsBookmark Description Defines an HTML bookmark on the page which can be referenced on the same webpage or different webpages Bookmarks are used to automatically scroll the page to a desired location Arguments bookmarkName required Text string containing the name of the reference bookmark cellText optional Text to display in the cell Examples wwsBookmark Example3 wwsBookmark Chapter5 Chapter 5 Tip To define a bookmark when creating the hyperlink in Excel append followed by the bookmarkName to the address of the link For example to automatically scroll the web page to Example3 when the hyperlink is clicked define the address field of the hyperlink as MyWebPage htm Example3 If any error is detected while using this function in the worksheet the following message will appear and ERROR will appear in the cell WebWorksheet Error The BOOKMARK function is defined as wwsBookm
20. eria Allow List Ignore blank Data In cell dropdown Source A 1 C 1 S C Apply these changes to all other cells with the same settings wwsDropDown with list defined in validation rule Data Validation Validation criteria Allow List Ignore blank Data In cell dropdown Source 1 2 3 4 5 es C Apply these changes to all other cells with the same settings x Com Tip Set up the validation list for the cell prior to entering the dropDown function otherwise Excel may complain that the formula does not pass the validation rules WebWorksheet v3 3 wwsCheckBox Description Creates a checkbox in the cell which the user may check or uncheck Multiple checkboxes may be joined in a group so that only a single option from the group may be selected Arguments label required Text string placed next to the checkbox required flag optional True or False If True one of the checkboxes from a group must be selected before the webworksheet can be submitted group optional checkboxes which are assigned to the same group can have only one of the checkboxes selected Selecting one will uncheck all the others selected optional True or False If True the checkbox will be checked by default Validation Options none Examples wwsCheckBox Freight Included wwsCheckBox Blue false 1 Assigning a group Select Your Color checkBox Blue true 1 che
21. f the file containing the background image Er WebWorksheet v3 3 Miscellaneous Functions wwsToggle Description Shows or hides rows when the message text is clicked Arguments cellText required Text string to display in the cell Clicking on this text causes the row s which follow the message to be hidden or shown rowCount optional Integer defining the number of rows following the message to be hidden or shown If rowcount is missing only the following row will be toggled Examples wwsToggle Click here to see a full description of this product wwsToggle Click here to show the full error message 3 If any error is detected while using this function in the worksheet the following message will appear and ERROR will appear in the cell WebWorksheet Error A The TOGGLE function is defined as wwsTogale celText rowCount where celTextis the text which appears in the cell and rowCount optional is the number of rows to hide or show following this row If rowCount is not provided only the next row will be toggled 28 WebWorksheet v3 3 wwsShowRows wwsHideRows Description Shows or hides rows as a result of a user action or calculation Arguments StartRow required Integer which defines the first row to show or hide endRow optional Integer which defines the last row to show or hide If endRow is missing only the startRow will be shown or hidden increment o
22. ferenced using vlookup or hlookup must be inside the marker The row and column which contains the marker is not included in the html version so place it one column outside and one row below the content to be published If the end marker is not found in the worksheet the range Al AZ300 will be included This could result in missing content or unwanted rows and columns in the web version Tip To make data lookup cells invisible in the htm version simply hide those rows or columns in the worksheet but keep them inside the end marker At this point it is suggested that you create the html page and view it so any formatting differences can be resolved To create the webworksheet select the Create a WebWorksheet command from the WebWorksheet toolbar WebWorksheet Y x Create a WebWorksheet Initialize Input Cells Export a Picture View User Manual About A file will be created in the same folder as the worksheet and will be named according to the worksheet name e g Weekly Timesheet htm To view the generated file simple double click on its name and the htm file will be loaded into the browser defined as the default for your workstation The Excel worksheet and the web page can now be viewed side by side for comparison Formatting the WebWorksheet Correcting any format differences usually entails setting the cell format appropriately Excel is very forgiving in certain ways and makes assumptions as to h
23. guments label required Text displayed in the cell ShowStartRow required Integer or function which defines the first row to show ShowEndRow required Integer or function which defines the last row to show hideStartRow required Integer or function which defines the first row to hide hideEndRow required Integer or function which defines the last row to hide Examples wwsShowAndHide More 14 16 13 13 wwsShowAndHide Less 13 13 14 16 wwsShowAndHide More ROW A14 ROW A16 ROW A13 ROW A13 wwsShowAndHide Less ROW A13 ROW A13 ROW A14 ROW A16 Tip Using the ROW function as arguments will automatically adjust the row numbers as rows are added to or deleted from the Excel worksheet If any error is detected while using this function in the worksheet the following message will appear and ERROR will appear in the cell WebWorksheet Error T The SHOW ANDHIDE function is defined as wwsShowAndHide label showStartRiow showEndRow hideStartRiow hideEndR ow where label is the text which appears in the cell and showStartRow is the first row number to show and showEndRow is the last row number to show and hideStartRow is the first row number to hide and hideEndRow is the last row number to hide OK 30 WebWorksheet v3 3 wwsVisible Description Returns true if the specific row is visible or false if hidden Arguments rowNumber required Integ
24. he standard Windows Print Dialog box Optionally a message can be displayed to the user before the Print Dialog box appears as a reminder to set specific printing options such as landscape WebWorksheet v3 3 Protecting Your Information Your business information is important and you may not want your web users to see the data or calculations embedded in your webworksheet That information may be protected using the wwsProtectPage function which encrypts the information using highly secure algorithms When a page is protected the user will be prompted to enter a password before the webworksheet will be displayed If the user attempts to view the embedded data using the view source command on the browser they will see just a jumbled array of numbers and letters Deploying Your WebWorksheet to the Web Once you have completed the webworksheet follow these steps to deploy it to your website You may need assistance from your IT staff or hosting provider to move the files to their proper destination and configure access Only the htm and jpg files created by WebWorksheet need to be copied to the web Other files used by WebWorksheet to provide the computational power and page formats are provided on WebWorksheet s website and your pages reference those The Microsoft Excel add in file also does not need to be deployed To deploy a webworksheet copy the htm file created by WebWorksheet to the folder within your website which contain
25. he text which appears in the email subject line and attachment name optional is a string or cell reference defining how the attached form will be named and user message optional is a popup message to display when the submission is complete and next page optional is a string defining the URL of the page to display next OK Notes The user message and next page fields can be used in conjunction to control not only what message the user sees but also where they transition to when the submission is complete The following table describes the options next_ page is defined next_ page is not defined The user message is displayed to the user along with a Click here to continue link to the next page Only the user message is displayed user message is defined user message is not defined The user is automatically transferred to next page as soon as the submission is complete 23 The default message Your data has been successfully Submitted is displayed WebWorksheet v3 3 wwsSaveButton Description Creates a button in the cell which saves the webworksheet to a local file on the user s workstation The button label will be displayed as the cell s value Arguments button_label required Text string which defines the text inside the button Example wwsSaveButton Save If any error is detected while using this function in the worksheet the following message will appear
26. ip Use spaces inside the label to make a button wider to match the width of other buttons If any error is detected while using this function in the worksheet the following message will appear and ERROR will appear in the cell WebWorksheet Error T The CLEARBUTTON function is defined as wwsClearButton button_label where button label is the text which appears in the button 21 WebWorksheet v3 3 wwsSubmitButton Description Creates a button in the cell which sends the completed webworksheet to a recipient via email The completed webworksheet contains all the values entered by the user and calculated formulas but the mailed copy cannot be changed by the recipient The webworksheet Is contained in the body of the email message and if the attachment name is provided a copy is also attached Arguments button label required Text string which defines the text inside the button email to required Text string or cell reference containing the email address of the recipient of the worksheet email from required Text string or cell reference containing the email address of the sender email subject required Text string or cell reference containing the subject line of the email attachment_name optional Text string or cell reference containing the name to be given to the attachment WebWorksheet will name the attached file with a htm extension user_message optional Text string of message to dis
27. n aRar r aa A 25 Waris RODO qtas sato E AO IEE AE A EE PE A E UR DU E e A TTE 26 DO a O E E 26 OC essi RE TS ir e 27 uieweleigice CRs sig e0 se eee en SS id ii ad eT Te ee re Tr 28 ehh ees PP 28 O O qe gute Genes cade a nas caren oe cu ees no ekice Lene SCE cine nisi Ko diad nda eons O LE 29 odes cece cde cece udesencondec ceecdauanser daa cseecdbucneendaaavceudaccuseudeccscecdawankedutasatidniuaneedeiuecies 29 wwsShowAndHIde 2c cece ec ereeeeeeeevenenveneuetenenvetaueeneueuenenvetaeaeteuavesenverauaeeouauessunvenguanteunuenenys 30 RD ee E eee eee dA eT eer Tere eee ee er Tere TETT SL eg eee cs renee eee dC RUA occa rae ae d sds EE scr Snap ona eee 32 CD O mel eee ee ERE ee eee eee eee ee eee ee eee eer eee eee ee eee eer eee 33 DO O O en ee cee ce eae ease ane nae eae mek eee mente ace ett ee eae meter ee anes 34 TR LN sinais do toda ot cuidada ii edad Geuseciteaecanid O Rad Sid E DS ra tio 35 2011 Expitas LLC All rights reserved This product including the software and any accompanying documentation are copyrighted and protected by copyright laws and international copyright treaties as well as other intellectual property laws and treaties WebWorksheet v3 3 Installing WebWorksheet WebWorksheet is comprised of two software components the Microsoft Excel add in that is installed on the licensed user s workstation and the shared component which is referenced from within the generated web page Only the Microsoft Excel add in r
28. ow to display the information you entered Sometimes those assumptions do not translate well to the web so Excel must be explicitly told how to display the information You will need to verify each cell is displayed as you prefer on the webworksheet Borders Verify the cell borders are the correct color thickness and style e g solid or dashed Oftentimes in a worksheet we rely on the gridlines to provide the visible borders 9 WebWorksheet v3 3 but gridlines are not displayed on the web version Use the Format Cells Border tab to change the borders for a cell Tip Include a thin blank column on the left and right of your form This will help to clearly see how the left and right borders are being formatted Font Style Size and Color If necessary the Format Cells Font tab should be used to set the desired font family e g arial or verdana size and color Most cells default their color to Automatic which is translated to black by WebWorksheet so it is not necessary to force those cells to be black Merging Cells If any text appears cut off or missing on the webworksheet it s probably because it does not fit in the cell with its current settings for font style or size Again Excel is forgiving in this regard and will show the text if the adjacent cell is empty The web cannot do that The easiest solution is to merge adjacent cells both horizontally and vertically to accommodate the text As illustr
29. play to the user after the form is submitted next page optional Text string which defines the next page to display after the form is submitted Examples ldd di wwsSubmitButton OK cfo your_company com its me your_company com Weekly Timesheet Timesheet wwsSubmitButton OK cfo your_company com D5 Weekly Timesheet Timesheet_ amp E6 Your timesheet has been submitted wwsSubmitButton OK cfo your_company com D5 Weekly Timesheet Timesheet submission complete http www your company com homepage htm Tip Using the attachment name provides the recipient with an easy method to save a copy of the completed form in a local or network folder 22 WebWorksheet v3 3 If any error is detected while using this function in the worksheet the following message will appear and ERROR will appear in the cell WebWorksheet Error The SUBMITBUTTON function is defined as wweSubmitbutton button label email receiver email sender email subject attachment name user message next page where button label is the text which appears in the button email receiver is a string or cell reference containing the address where the completed form will be emailed email sender is a string or cell reference containing the email address of the person submitting the form email subject is a string or cell reference containing t
30. ptional Integer which defines which offset rows are shown or hidden e g increment of 2 will show or hide every other row 3 every 3 row etc If increment is missing it will default to one every row Examples if A59 Yes wwsShowRows 60 wwsHideRows 60 if ucase A59 NO wwsHideRows ROW A60 ROW A64 wwsShowRows ROW A60 ROW A64 f C60 Yes wwsShowRows 60 80 wwsHideRows 61 80 2 Tip These functions are particularly useful when constructing intelligent forms which show and hide sections based on user input Hiding or showing a section can be controlled via a checkbox dropdown list or a calculation Using the ROW function as arguments will automatically adjust the row numbers as rows are added to or deleted from the Excel worksheet If any error is detected while using these functions in the worksheet a message similar to the following will appear and ERROR will appear in the cell WebWorksheet Error The SHOWROWS function is defined as wwsShowRows startRow endRow increment where startRow is the first row number to show and endRow optional is the last row number to show and increment optional is spacing between selected rows show every Nth row If endRow is not provided only startRow will be shown If increment is not provided it will default to one 29 WebWorksheet v3 3 wwsShowAndHide Description Shows and hides rows as a result of a user click Ar
31. r later use Rename the copy of the worksheet to something meaningful as the worksheet name is used for both the name of the html file that is created and for the title which appears on the browser tab when this worksheet is viewed on the web For example if the original worksheet which contains the timesheet is named Sheet 1 create a copy and rename it to Weekly Timesheet WebWorksheet will create a file called Weekly Timesheet htm to publish on the web and when viewed online it will appear with the worksheet name as the browser tab name M 4 gt MN Sheet 1 Weekly Timesheet Worksheet Tab Names Browser Tab Names WebWorksheet v3 3 Tip Avoid using special characters in the worksheet name as some of those characters cannot be used in a filename and WebWorksheet will replace them with the underscore character WebWorksheet will also replace all spaces in the filename with underscores but the spaces will remain in the tab name From this point forward any reference to a worksheet refers to the copy of the original worksheet The original worksheet should not be modified during the process of creating a web enabled worksheet Identify the bottom right cell of the worksheet and place the end marker without quotes in that cell This identifies to WebWorksheet the ending row and column to be included in the web enabled version Any cells including data lookup cells re
32. s all the other pages for your website The htm file is named after the tab name defined in Excel e g if your worksheet tab was named Timesheet the file created by WebWorksheet will be named Timesheet htm so naming conflicts should not exist If they do rename the tab in Excel and regenerate the htm file If your worksheet contains any images the wwsl mages folder and all its contents must also be copied to the website to the same location as the htm file If you exported any images using the toolbar function or if you have images embedded in the cell comments then WebWorksheet automatically placed jpg files into the wwsl mages folder Lastly because your htm pages reference files which reside on the WebWorksheet website your website must allow access to http webworksheet com release Typically there are no changes necessary to allow this access but some organizations have very strict security profiles in place If your security profiles do not allow access to external sites please contact us regarding alternative forms of deployment WebWorksheet v3 3 Input Functions wwslnput Description Accepts keyboard input for a cell May be used for dates numbers or text strings Arguments default value optional The initial value of the cell which may be overwritten by the user If no default value is provided the cell is empty Validation Options User input may be validated to be a specific value within a range of
33. sl mages subfolder and those images will be displayed on the webworksheet form when the mouse hovers over the cell Each of these images will be named as 14 WebWorksheet v3 3 lt tab gt _ lt cell gt jpg where lt tab gt is the name of the worksheet tab and lt cell gt is the cell range e g B4 Tip Remember to copy the entire wwsl mage subfolder to your website when publishing the WebWorksheet Creating Intelligent Forms While all of the techniques described above will allow you to create a fully functional spreadsheet for the web we ve also created a few functions which can be used to make the user experience even more satisfying One technique widely used particularly on large complex forms is to show and hide sections of the form based on user input WebWorksheet provides several functions for controlling parts of the form so choose the method which best meets your needs Use the wwsToggle function to show and hide a specific number of rows immediately following the row containing this function This is ideal for FAQ sections or including the symbols for expanding or collapsing sections of a form Use the wwsShowRows and wwsHideRows functions to show or hide specific rows on the form which can be triggered via a calculation or use wwsShowAndHide to both show and hide rows based on user action The wwsVisible function can be used to check if a row is visible or hidden Use the wwsBookmark
34. t in Excel as or hours on When the mouse hovers over the Overtime header on the webworksheet the following will be displayed overtime is defined as any time over 8 hours in i or tem hours on a weekend or holiday WebWorksheet v3 3 Tip To set up mouseovers for input cells use the Input Message tab on the cell validation rules Including Images in your WebWorksheet Microsoft Excel workbooks may contain images such as corporate logos or product pictures which you may want included in the generated webworksheet Since images are oftentimes not linked to a specific cell it is not possible to automatically extract those images for placement on the webworksheet Therefore we provide the Export a Picture option on the WebWorksheet toolbar Each image must be extracted individually the first time Once each image is extracted it may be used in multiple webworksheets or multiple times within the same webworksheet To extract the image select it then click on Export a Picture WebWorksheet Y x Create a WebWorksheet Initialize Input Cells Export a Picture View User Man co an embedded image as a file About If the command is selected without a selected image the following message will appear WebWorksheet A picture must be selected to export OK If an image is selected you will be prompted to enter a filename to store the extracted image WebWorksheet What woul
35. unction is defined as wwsPrintButton button label userText where button label is the text which appears in the button and userText optional is the text displayed before the print dialog box appears If the userText message was defined a popup box similar to the following will be displayed Message from webpage A Set orientation to landscape before printing OK 25 WebWorksheet v3 3 Image Functions wwslmage Description Places the specified image file in the cell and sizes it the given height and width Arguments filename required Text string which defines the file containing the image Image types can be gif png jog or omp height required Integer defining the height of the image in pixels If set to O the height of the cell will be used width required Integer defining the width of the image in pixels If set to O the width of the cell will be used URL optional Text string which defines the address of a web page to go to when the image is clicked title optional Text string to display when the mouse hovers over the image Examples wwsl mage companylogo gif O O www companyname com wwsl mage timesheet jpg 200 300 timesheet htm Click here Tip Using merged cells to define the height and width of the image will make it easier to adjust the image size to your liking instead of adjusting pixel sizes If any error is detected while using
36. values or of a specific type Standard Microsoft Excel validation functions are used to define the validations see http support microsoft com kb 211485 Examples wwsl nput wwslnput 2 5 wwsl nput lt enter your name here gt wwsl nput 12 25 2009 Tip Set up the validation rules for the cell prior to entering the wwsl nput function otherwise Excel will complain that the formula does not pass the validation rules Tip To create multi line input boxes set the height and width of the cell s to the desired size and set the Alignment to Wrap text on the Format Cells menu WebWorksheet v3 3 wwsDropDown Description Places a dropdown list in the cell from which the user may select a single option Arguments option values optional The comma delimited string or range which contains the option values If no string or range Is provided the list settings in the validation rules will be used If no option values are defined an error message will be displayed Validation Options The options in the list may be defined using standard Microsoft Excel list validation functions see http Support microsoft com kb 211485 When using the validation rules to define the list of options the list can be specific as either a cell range or a comma delimeted list Examples wwsDropDown Yes No Maybe wwsDropDown A1 B5 wwsDropDown with range defined in validation rule Data Validation Validation crit
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