ONESOURCE

Workpapers Help

Send Data

The Workpapers Add-in gives you two options for sending data:

All Formulas

To execute all the Set formulas in the workpaper, select the Send data icon.

Screen capture showing the Add-in button to send all data.

After you select Send data:

  1. A pop-up appears showing that the workpaper is calculating:

    Screen capture showing the pop-up that shows the Set is calculating.

  2. The formula cells are updated with the current date and time.

    If the formulas do not execute successfully, errors are displayed in the formula cells.

Workpapers has formula and cell thresholds that prevent you from running too many formulas at once. Here are the Set thresholds you could exceed:

  • TRSetField Formulas: The Add-in cannot send more that 3400 TRSetField formulas at a time, so remaining formulas are not executed and are marked with an error message in the formula cells. Use the Retrieve Selected Data function to execute remaining formulas or to execute more than 3,400 formulas at a time.
  • TRSetRange Formulas: A SetRange formula cannot send more than 200,000 cells of data from the Add-in. If a formula needs to send more than 200,000 cells, use the Batches feature.

When a workpaper exceeds a threshold, the following happens:

  1. The data threshold pop-up appears.

    Screen capture showing the pop-up that appears when you exceed the threshold.

  2. Error messages in the formula cells tell you that you exceeded a threshold.

    Screen capture showing error messages in formula cells.

  3. A new Data Value Count section appears in the ribbon that displays how many Sets were not executed.

    Screen capture showing how many Sets were exceded during execution.

To run the remaining formulas that were skipped, select the formulas and then complete the steps in the following section.

Selected Formulas

To execute specific Set formulas:

  1. Select specific formula cells.
  2. Select Send data > Send Selected Data

    Screen capture showing how to send a subset of data.

After you select Send Selected Data:

  1. A pop-up appears showing that the workpaper is calculating.

    Screen capture showing the calculation pop-up.

  2. The formula cells are updated with the current date and time.