FCP Excel Link

Integrate your Enterprise Software - Baan, Triton and others - with Microsoft Excel

FCP Excel Link is a powerful tool of automatic exportation of the information generated by any corporate or ERP system to Microsoft Excel. FCP Excel Link is directed to all users of corporate softwares which need flexibility and speed in the analysis and visualization of their data.

CP Excel Link is directed to every user of the enterprise’s systems that belong to the areas of administration, finance, logistics, fabrication, sales, services, purchasing, supplying, etc. and which need flexibility and speed in the transfer, formatting, analysis and displaying of its data.

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  ADVANTAGES
 
·    Export information from your corporate software to Microsoft Excel© without risk of error, handling date, time, text and numerical fields and dealing with all negative format numbers.
·    Export any type of report, even those that do not have all their data in tabulated form, thanks to a powerful analyser of exceptions.
·    Automatically strip out pipe or other field separator symbols, and remove heading lines.
·    Define once and forever all the exportation formats.
·    Export to existing Excel© spreadsheets allowing to update values of pre-designed charts, dynamic tables and all kind of  Microsoft Excel© object.
·    And all these... in only one operation.
 
FCP Excel Link has been specially designed to execute in only one step, all the work that will be done by hand in each exportation (generate and transfer the report, import it to Microsoft Excel column by column, eliminate unnecessary data, apply formats, etc.). 

FCP Excel Link will save you a significant amount of time (without risk of error) in obtaining data in Microsoft Excel, so that you can dedicate that time in more productive work like:
 
·   Production of reports with charts and tables.
·   Statistical analysis and rankings.
·   Generation of conciliation forms.
·   Any other task that can be performed with Excel©.
instead of dedicating it to the exportation of the information.

Convert subtitles in columns!

Thanks to it’s powerful exceptions analyser, FCP Excel Link can export to Excel’s columns non-tabulated data. Typical in this case are data that appear as subtitles in the reports and should be exported too, so you will not lose the relationship they have with the rest of the report’s information.
 
 INTEGRATION
As a data source, FCP Excel Link uses ASCII format files making it compatible with the majority of the software of the market. Also, it can be integrated and executed automatically from any system that offers the possibility to run external programs.
 
FCP Excel Link can be integrated with systems that work on Windows, Unix and AS400 platforms among others. It is independent from the Database server and owns a built in FTP service.
 
 Examples of use
· Conciliation: export to Microsoft Excel© the listings to conciliate, finding the differences in a few minutes using all the power and flexibility of Microsoft Excel ©.
· Projections: export information from the corporate software and use the powerful projection functions of Microsoft Excel ©.

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Forecasting: extract the information from the forecast modules and use it to make a comparison with data of other systems or spreadsheets.
· Planning: visualize the planification according to personal criteria (by product, date, family product, etc.). Perform capacity requirement charts, etc.
· Pricing: develop a spreadsheet with cost formulas and charts. Extract the up to date data of your costing system and use them as data source of the Excel© formulas.
· Statistic charts, ratios and indexes: prepare a spreadsheet with charts and necessary indexes and later export with FCP Excel Link the corresponding information as its data source. This process can be indefinitely repeated using the same worksheet.
TECHNICAL REQUIREMENTS
FCP Excel Link works with Windows 95, 98, Windows NT, 2000 and XP and needs approx. 10 MB of free disk space.
The application is installed in each workstation, which must have MS Excel© version 97 (or higher) and Internet Explorer 5.0 (or higher) already installed.

 

FCP Excel Link is directed to all users of corporate softwares which need flexibility and speed in the analysis and visualization of their data.

FCP Excel Link has been specially designed to perform, in just one step and without risk of error all the work that is done manually in each exportation (generate and transfer the output, import it to Microsoft Excel in columns, eliminate unnecessary data, apply formats, etc.).

FCP Link is made up of 2 principal modules, the Format Builder and the Exportation Engine.

The Format Builder defines the relationship between the Input file and the Target Worksheet of Microsoft Excel. The Input File is the document produced by the enterprise software from which the exportation of data is carried out. The group of defined relations between an Input File and the Excel Ttarget Worksheet is called a Format.

A Format is composed of a Format Heading, Columns and Exceptions, the latter being optional.

The Columns of a format relate the columns of the Input File with the columns of the Excel worksheet. Each column of data to be exported must be identified, within the Input File, by its position and it’s data type. These are the basic inputs in a format definition.

The exceptions solve particular cases, such as:

Transposition of data which are not presented in tabular form in the Input File.

The suppression of data that comply witrh the relationship of columns but which are not wanted for export to the Excel worksheet (as for example the subtotals).

The inclusion of data that do not comply with the relationship of columns but are wanted for export to the Excel worksheet.

The formats are entered only once and they can be used as many times as is necessary. You may modify a format at any time.

The Exportation Engine is activated each time you operate the Export option from the main window of FCP Excel Link. The Exportation Engine reads the Input File, applies the defined format, resolving for each line the columns relationship and eventual exceptions, and performs the exportation of useful information towards the Excel worksheet.

FCP Excel Link can perform the exportation to an Excel predefined workbook (used as template) and in a specific worksheet within the workbook. If a predefined workbook is not chosen, the exportation is realized towards a new Excel workbook.

Integration of FCP Excel Link with Corporate Software

Integration with Triton 3.1 and Baan IV

With Triton 3.1 it is possible to create a device (session ttaad3100m000) that allows re-direct the outputs to ASCII format files. The files generated are recorded and remain in the folder (home) of the user in the Unix server, if no other different location was specified at the moment of selecting the device.

For performing an exportation to Microsoft Excel with FCP Excel Link, it will be necessary to move the file from the server to the user’s computer or to a location of the network accessible from the user’s computer through windows.

FCP Excel Link offers an FTP service which safely performs this operation automatically before each exportation.

Once transfered by FTP and accessible from the user’s computer, the file can be used as an Input File, that is to say, as a data source of FCP Excel Link for exportation.

Now we shall explain the different tasks for integrating FCP Excel Link with Triton 3.1.

Creating a new device in Triton 3.1
Define with the Maintain Device Data session (ttaaad3100m000), a new device with the following parameters:

Device: EL
Description: Output for FCP Excel Link
Device type: Rewrite file
4GL Program: ttstpconv
Argument: ASCII
Path: input txt
Change allowed: Yes

Notes
The name of the device and its description are given as examples.
We suggest using the same file name (input.txt) for all outputs to avoid an unnecessary accumulation of data in the server, as each exit will replace the content of the one before.

Creating a format with FCP Excel Link
From Triton 3.1 generate a first output of the report for which you wish to create a format, using the device created previously.

Launch FCP Excel Link and go to the Format Builder to create a new format.

Enter the description of the format.

Enter the name of the Input File (path and file name once transfered by FTP). For example C:\EL310\Documents\input.txt.

Complete the rest of the heading of the format parameters (Export to and Style tabs).

Go to the FTP tab, activate the Perform FTP before exportation option and enter the parameters as indicated here :


Host (name or IP address)
Enter the name or the IP address of the server where the documents generated by Triton 3.1. are located. This server must have an FTP active service.
Enter the name of the host if you have a name resolution service, or enter the IP address.

User
Enter the name of the user as you defined as login of Unix.

Password
Enter the password of the user as you defined it as password of Unix.

Remote File (origin)

Enter the whole path with the name of the file made by Triton 3.1, and which is usually found within the home of the user.
For example: /triton/3.1/users/johnd/input.txt

Erase remote file after exportation
Activate this option so that the file situated in the home of the user (/triton/3.1/users/johnd/input.txt in our example) is erased automatically after the exportation.


In our example, the origin file (/triton/31/users/johnd/input.txt) will be transfered to the file C:\EL310\Documents\ input.txt. in the user’s computer.

Creating the columns of the format
Follow the detailed instructions in the chapter Creating a format column to enter the relationships of columns of the new format.

During the creation of each column, the file generated by Triton 3.1 will be pre-visualized on the screen, to help you in the selection of data to be exported.

Procedure for the exportation to Microsoft Excel
Fom Triton 3.1 generate the report using the device created previously.

Execute FCP Excel Link or if it is already activated, make it visible.

Select the format which corresponds to the report generated previously.

Click on the Export button.

Integration with Baan IV
If you work with Baan IV with the Windows client (BW.EXE), you can create a device (session ttaaad31000m000) that automatically permits:

*Redirect the outputs to ASCII files.
*Transfer them to the users computer. Note: the files will be transfered in the ...\Baan\ directory of the user’s computer.
*Execute the FCP Excel Link application.

Next we shall explain the different tasks for integrating FCP Excel Link with Baan Iv.

Creating a new device in Baan IV
Define with the Maintain Device Data (ttaad310m000), a new device with the following parameters :

Device: EL
Description: Output for FCP Excel Link

Device type: Rewrite file
4GL Program: ttstpconv
Argument: ASCII:C:\EL310\EL310.EXE -if:”%s”
Path: input.txt
Change allowed: Yes

Notes
We consider that the application FCP Excel Link is installed in the directory C:\EL310.
The name of the device and its description are given as an example.

Configuration of FCP Excel Link
We recommend activating the Exit automatically on finishing the exportation option, as FCP Excel Link will automatically execute each time a new report is generated from Baan IV.

Creating a format with FCP Excel Link
From Baan IV, generate a first output of the report for which you want to create a format, using the device created previously.

FCP Excel Link will execute automatically.

Go to the Format Builder to enter a new format.

Enter the description of the format.

Enter the name of the Input File (C:\Baan\input.txt to continue with our example).

Complete the rest of the format heading parametres without loading anything in the configuration FTP part.

Creating the format columns
Follow the instructions detailed in the chapter Creating a format column to enter the column relationships of the new format.

During the creation of each column, the file generated by Baan IV will be previsualized in the screen to help you in the selection of the data to be exported.


Procedure for the exportation to Microsoft Excel
From Baan IV generate the report using the device created previously.

The ASCII file generated by Baan IV is transfered to the C:\Baan directory and the FCP Excel Link application is lauched automatically.

Select the format that corresponds to the report generated previously.

Click on the Export button.

Integration with Other Systems

AS400 based systems with IBM Client Access
With the IBM Client Access application, you can map a remote AS400 directory and link this directory in your FCP Excel Link formats (input file path) or you can use the manual file transfer option of Client Access to transfer the ASCII files from the AS400 to your computer before performing the exportation.

AS400 based systems with FTP
If the FTP transfer protocol is activated in you AS400, you can setup the FTP parameters in FCP Excel Link and use this option to automatically transfer the ASCII files from the AS400 to your computer before performing each exportation to Excel.

Unix based systems with FTP
If the FTP transfer protocol is activated in you Unix server, you can setup the FTP parameters in FCP Excel Link and use this option to automatically transfer the ASCII files from the Unix server to your computer before performing each exportation to Excel.

Windows based systems
If your corporate software runs on a Windows based system, you can directly map a remote directory from your computer and link this directory in your FCP Excel Link formats (input file path).

System Requirements

Windows 95 / 98 / ME / XP

20 MB of free space of on disk.
This application is installed in each workstation,
    which must have MS Excel© version 97
    or superior already installed.
Internet Explorer 5.5 or superior.

Windows NT Workstation / Server
20 MB of free space of on disk.
This application is installed in each workstation,
    which must have MS Excel© version 97
    or superior already installed.
Service Pack 6 or superior.
Internet Explorer 5.5 or superior.

Windows 2000 / 2003

20 MB of free space of on disk.
This application is installed in each workstation,
    which must have MS Excel© version 97
    or superior already installed.
Service Pack 6 (Windows 2000) or superior.
Internet Explorer 5.5 or superior.


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Additional Information: FCP Excel Link
Platfirm : Windows 95, 98, ME, NT/2000 /2003 or XP

 

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