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Subject: wInsight scripts
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Author Messages
TJ

Posts:2

02/28/2009 8:50 PM  
I would like to automate a process.
Since wInsight does not have a record macro button like Excel, I'm out of ideas to run different views, filters and reports over and over.

Has anyone automated their process before or does anyone have any scripts they could share so that I could see how they are created and possibly make some for myself?

Here's the basic concept:

View - sort on CV Cur (copy largest -/+ 10)
Copy the 10 and paste into Excel to reformat and pivot to PowerPoint
Then Click each one and run CV report and paste into Excel to reformat and pivot to PowerPoint.

View - sort on CV Cum (copy largest -/+ 10)
Copy the 10 and paste into Excel to reformat and pivot to PowerPoint
Then Click each one and run CV report and paste into Excel to reformat and pivot to PowerPoint.

View - sort on SV Cur (copy largest -/+ 10)
Copy the 10 and paste into Excel to reformat and pivot to PowerPoint
Then Click each one and run SV report and paste into Excel to reformat and pivot to PowerPoint.

View - sort on SV Cum (copy largest -/+ 10)
Copy the 10 and paste into Excel to reformat and pivot to PowerPoint
Then Click each one and run SV report and paste into Excel to reformat and pivot to PowerPoint.

I then rerun the same concept for each IPT

Any assistance is greatly appreciated.


AdamM

Posts:2

05/05/2009 5:37 PM  
why dont you just have multiple sort windows with all filters ready at the same time as your workspace. Its not the most impressive way but its simple and affective. Winsight automatically adjuststs to the latest reporting period. What reformatting do you have to do in excel? can you not format it in Winsight ready to go? ahh finance love their pivottables..
Let me know more... cheers.
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