To install Excel™ web add-in:
Installation: (OneDrive) Right click and save this Installation File to your computer. View your OneDrive online. Select New; Excel workbook. On the Home ribbon, select Add-ins, select Manage My Add-ins, select Upload My Add-in then upload the 'manifest.xml' file to install the app. Click the DataMate App button, the task pane will appear. Select New Dataset or select a template.
Installation: (Dropbox) Right click and save this Installation File to your computer. Upload this NewDataset.xlsx to your Dropbox and open it in Excel for the web. On the Insert ribbon, select Add-ins, select Manage My Add-ins, select Upload My Add-in then upload the 'manifest.xml' file to install the app. Click the DataMate App button, the task pane will appear.
For additional installation instructions, see (Manually sideload an add-in to Office on the web)
Desktop Installation: see (Sideload Office Add-ins for testing from a network share) Excel 2013 or later required.
Step 1: Installing the Excel™ VBA Add-In
Follow these steps to install the DataMate Excel Add-In:
-
Download the Add-In:
- Save the DataMate add-in file, typically with a
.xlam
extension, to a secure location on your computer.
Note: You may need to unblock the file:
- Right-click the file, select Properties, and check the Unblock option on the General tab.
-
Open Excel:
- Launch Excel and go to the File tab.
-
Access Add-Ins:
- Click Options and navigate to the Add-Ins section.
- At the bottom of the window, select Excel Add-Ins from the dropdown and click Go.
-
Browse and Enable the Add-In:
- In the Add-Ins window, click Browse.
- Locate the downloaded
.xlam
file and click OK.
- Ensure the checkbox next to the DataMate add-in is selected, then click OK.
-
Verify Installation:
- The DataMate menu should now appear on the Excel ribbon.
- If it doesn't appear, ensure macros are enabled under File > Options > Trust Center > Trust Center Settings > Macro Settings.
Tip: Pin the location of the add-in file to avoid issues if the file is moved or deleted.
Step 2: Adding Data
Follow these steps to add data to your DataMate file:
- Open DataMate: Enter or paste your data into cells A3:Q200 on the sheet named Sheet1. Note: Data entry is limited to this range. Ensure all cells containing text or data are merged and the DataMate add-in is active.
-
Create a New Dataset:
- From the DataMate menu, select New Dataset.
- This creates and initializes the necessary sheets and buttons for your dataset.
-
Refresh the Input sheet:
- Go to the DataMate App menu and click Refresh Input.
- This updates the sheet with the most recent data and formatting.
-
Refresh the View_Print sheet:
- Go to the DataMate App menu and click Refresh View.
- This updates dropdowns, validations, and displays the most recent data.
Tip: Avoid overwriting rows below Q200
on the Input sheet unless you've extended the VBA range to accommodate additional rows.
Step 3: Setting Up the Log Table
Keep track of your data records using the Log Table:
-
Link Log Fields:
- On the Input sheet, locate the cell labeled Log 1.
- Press
=
and click the cell containing the unique ID label (e.g., Invoice No.) on the same sheet. Press Enter.
- For Log 1 Empty, select the cell below it, press
=
, and link it to the corresponding data (e.g., the actual invoice number).
- Repeat for Additional Fields: Follow the above steps to create links for up to 12 log fields, depending on your data structure.
Tip: You can rename the Log labels to match your dataset fields by selecting and typing over the label cells.
Step 4: Save, View, Print, and Update Your Data
Effortlessly manage your data with these DataMate actions:
-
Save a Record:
- Enter your data on the Input sheet.
- Click the Save Record button.
- This saves the data and switches to the View/Print sheet for confirmation.
-
View a Record:
- On the View/Print sheet, use the dropdown in cell
B2:L2
to select a record by its unique identifier.
- The selected record will populate the view fields.
-
Update a Record:
- Navigate to the Update sheet.
- Modify the data fields as needed.
-
Print a Record:
- Go to File > Print and select Print Current Selection.
- Ensure your print area is set to the relevant range on the View/Print sheet.
-
Refresh the Input Sheet:
- Use Refresh Input to refresh the Input sheet with the current data from
Sheet1
. If changes are made directly to Sheet1
, use Refresh View_Print to update the view accordingly.
Tip: Use the preformatted View/Print layout for consistent and professional print results.
Additional Tips and Instructions (Excel™ VBA Add-In)
Tip: Backup your DataMate-enabled workbook regularly to avoid data loss during modifications or updates.