Range Update#

Overview#

Range Update feature is designed to be user-friendly across the platform. If you have tasks saved but realize you need to add more rows or columns to the previously selected data range in saved tasks, our built-in insert and delete methods provide the most efficient solution. These methods automatically apply the new range to all saved tasks in the current project, eliminating the need to redo all the tasks. Additionally, users can rename the Excel workbook and worksheet using the Books/Sheets form. This renaming process automatically updates all related tasks, saving users time and effort that would otherwise be spent on manual adjustments.

Examples#

Example 1: Insert/Delete Rows and Columns#

Here is a step-by-step example of using range update to update data table range in saved task.

  1. Prepare an Excel sheet with data to manipulate and save a Transpose Data task using the data. In this example, we save the Transpose Data task with name “range_update_example1.”

  2. Highlight column B in Excel sheet and click “+” button on Finplicity. A new column will be inserted in column B.

  3. Highlight row 4 in Excel sheet and click “-” button on Finplicity. The fourth row will be deleted.

    The reformatted range table will look like the following.

  4. Save the workbook. This step is important. Because we apply the new name when saving the workbook. If you didn’t save the workbook, we will ignore your edits.

  5. Open Finplicity and click Task Workflow Manager to edit the saved “range_update_example1” task. As you can see, now the data table range change from A1:C7 to A1:D6. And the output location change from E1 to F1. This aligns with the current worksheet data table range.

Example 2: Rename Workbook#

Here is a step-by-step example of using Range Update form to rename the current workbook from “examples” to “examples_new.”

  1. Prepare an Excel sheet with data to manipulate and save a Transpose Data task using the data. In this example, we save the Transpose Data task with name “range_update_example2.”

  2. Save and close the “examples” workbook.

  3. Open Finplicity and click Books/Sheets. The form of Range Update will appear, as shown below.

  4. Switch to “Rename Workbook” tab.

  5. Click “Choose Workbook” button to open file dialog. And use file dialog to select “examples.xlsx” workbook.

  6. Input the new name “examples_new” in the text box.

  7. Click “Rename” button to rename the workbook.

  8. Open Finplicity and click Task Workflow Manager to edit the saved “range_update_example2” task. As you can see, now the data table workbook name change from examples.xlsx to examples_new.xlsx.

Example 3: Rename Worksheet#

Here is a step-by-step example of using Range Update form to rename the active worksheet name from “Range_update_ex1” to “Range_update_new.”

  1. Prepare an Excel sheet with data to manipulate and save a Transpose Data task using the data. In this example, we save the Transpose Data task with name “range_update_example3.”

  2. Open Finplicity and click Books/Sheets. The form of Range Update will appear, as shown below.

  3. Keep examples.xlsx workbook open. Click the “Range_update_ex1” worksheet to make this worksheet active.

  4. Input the new worksheet name “Range_update_new” in the text box.

  5. Click “Rename Active Worksheet” button.

  6. Save the workbook. This step is important. Because we apply the new name when saving the workbook. If you didn’t save the workbook, we will ignore your edits.

  7. Open Finplicity and click Task Workflow Manager to edit the saved “range_update_example3” task. As you can see, now the data table worksheet name change from “Range_update_ex1” to “Range_update_new.”

FAQ#

  • Why my saved task didn’t update with new changes?

Firstly, please make sure you are using our built-in method to insert/delete columns and rows, rename worksheet, and rename workbook. Excel has its own method to do those as well. But only using our method will update the saved task. Secondly, make sure that you saved your workbook. Because we apply the new range and worksheet name when saving workbook.

  • Can I insert multiple columns or rows at one time?

Yes, you can highlight multiple conjoint columns or rows and select insert/delete. We don’t allow multiple discontinuous columns or rows at a time. Also, we don’t allow mixed with columns and rows to be insert/delete at a time.