INTERJECT Ribbon Menu Items

Estimated reading time: 17 minutes

Overview

The INTERJECT Ribbon has several options designed to help customize the reporting experience. In addition to the Report Library, Data Pull, Data Save, and Data Drill buttons, the following items are available:

Simple Menu Advanced Menu
Report Library Validation Report
Pull Data JSON
Save Data Diagnostics
Drill on Data Check for Updates
Return From Drill System
Custom Commands Online Training
Quick Tools User Support
Create Binder About INTERJECT
Export Book  
Report Builder  
Sheet Protector  

Simple Menu

There are both Simple and Advanced menus in the INTERJECT ribbon.

Notice the Advanced Menu button displayed in the example ribbon below. If this button is present, then the Simple Menu is active.

In the Advanced Menu, the Simple Menu button is shown, and two more sections are available. This lengthens the ribbon considerably.

You can begin with the Simple Menu before you detail Advanced Menu features.


Report Library

The Report Library manages Excel company report files and their various versions. It also provides access to subscriptions, favorites, and links to other locations.

Click here to learn more about the Report Library.


Pull Data

The Pull Data function takes data from Data Portals and places it into an Excel report.

When you open the Report Library and select a report, you can either use the Pull Data button to retrieve the data or hit Ctrl-Shift-J. To view an example, please click here .

Another function of the Pull Data tool is the Clear operation. While the Pull brings data into the spreadsheet, this function within Pull can remove it.


Save Data

Saving Data is an important part of report editing. This operation allows you to save Excel spreadsheet data back through a Data Portal and into a database or web API. Use the Save-Data button or hit Crtl-Shift-U.

Below the button for Saving Data is the Clear Save Notes which would clear out any of the saved noted in the report.


Drill on Data

The Drill process opens and runs a report containing detailed information. It passes context-sensitive data from the first report to the next.

See more about Drilling and Navigating in Drilling Between Reports.


Return From Drill

When you want to return to a previous report after Drilling, you can go back using Return From Drill. It works just like a browser’s back button.


Custom Commands

The Custom Commands operation allows users to manage and run three kinds of reports: Scheduled Items, Data Cell Updates, and Custom Items.

These commands can be set up for individual users, and they typically run fixed data operations.


Quick Tools

The Quick Tools window provides a convenient set of macro tools suggested by our users. Either click the button or hit Crtl-Shift-T.

These tools are efficient ways to complete the most common actions in INTERJECT.

Each tool has a specific purpose.

  • Freeze/Unfreeze: When a jFreeze() is added to a report, you can use this tool to freeze and unfreeze the panes of the current tab. this can be accomplished with a simple action of Ctrl-Shift-T and Enter.
  • Freeze all Tabs: This action not only freezes the panes of the current tab but all the tabs of the workbook in use, as long as the jFreeze() formula has been added to each tab
  • Center Across Columns:
  • Remove Wrap:
  • Inverse Sign:
  • Zeroes to Blanks:
  • Blanks to Zeros:
  • Create Unique List:
  • To Lower Case:
  • To Proper Case:
  • To Upper Case
  • Trim Values
  • Remove Sheet Options
  • Spell Check Protected Sheet
  • Unhide All Sheets: Once selected this tool will reveal any sheets hidden in the workbook.
  • Remove External References:

Create Binder

The Binder feature turns a workbook of reports into a binder of reports. Binders are populated with list data from Grouping Segments.

For example, you can create a binder with reports for each district number in a company’s list.


Export Book

This option will make a copy of the current workbook and remove the Data Cell formulas and external links.

The Quick Export operation allows you to export any report into a new workbook, which gives you the opportunity to edit the report without compromising the original.

Quick PDF allows you to download the tab as a PDF in case you need to send it without the formatting.

When you select the Create Distribution button, it opens a sheet that allows you to build a new workbook with the information you want distributed across multiple tabs.

Once you have built a distribution sheet, this button runs the sheet and builds the new workbook.

To read more on Exporting and Distributions please click here .


Report Builder

The Report Builder creates a sample Excel report based on any existing Data Portal.

Report builder offers the flexibility to build a ReportRange() and ReportFixed(). To read more click here .


Sheet Protector

The Sheet Protector uses a list of managed passwords to protect sheets across a company. Only approved users may protect and unprotect the worksheets.


Advanced Menu

The Advanced menu allows you to move deeper into INTERJECT Reports.

Once selected, the INTERJECT Ribbon expands, changes the button for Advanced Menu to Simple Menu, and adds the following sections: Validation Report, JSON, Diagnostcs, and Systems. Because these features are used less commonly than the previous ones, we have given users the option hide them from the toolbar.


Validation Report

The Validation Report operation allows you to check the code for Saves, Pulls, Drills, and other actions. By selecting any of the validation options, you can view the code behind each action.

Selected columns and row ranges, data portals, formatting codes, and more, are detailed. This helps users learn as well as diagnose code problems.


JSON

In the INTERJECT Ribbon you can decide whether to show JSON or not. JSON (JavaScript Object Notation) is the readable code INTERJECT uses to structure the data moving between a server and a web application.


Diagnostics

This option opens a configuration menu to manage diagnostics settings and send data to the INTERJECT Support Team.


System

The operation System contains a large number of options. Documentation for this feature is under construction.

  Description
Force Calc On Workbook Forces Excel to calculate all formulas in the Workbook. Similar to the Calculate Now button in the Formulas Ribbon
Force Calc On Worksheet Forces Excel to calculate all INTERJECT formulas in the Worksheet. Similar to the Calculate Sheet button in the Formulas Ribbon
View SQL Test For ActiveCell Provides the SQL code that will be executed for the ActiveCell. The ActiveCell would be any of the ReportFormulas that pull or save data.
Copy this code into your development environment and execute it to see what would be produced based on current context of the spreadsheet
View SQL Template For ActiveCell Will provide a starting point for creating new stored procedures. ReportSave will provide a template that can be used to save the data back.
Clear Remembered Logings  
Re-enable Protected Grouping  
Initiate Session Controller  
Check Connection Allows user to test that the connection to a database can be established. To learn more, click here.

ReportRange()

ReportVariable()

ReportFixed() Will provide a template that can be used to pull data.

Copy this code into your development environment and execute it to create your new stored procedure.

Note : Check Connection does not work with Data Connections to APIs

  • Configure Install


Check For Updates

This applies to installations downloaded from the website. If an IT department installed INTERJECT on a network, there is no need to check for updates.

This option allows users to look for new versions of the INTERJECT Excel Add-in. Notifications will show when new versions of INTERJECT are available.


Online Training

The online training button links back to these wiki pages for training whenever needed.

Most common issues and questions about INTERJECT’s functions are answered within these pages. For more complex problems, please see below.


User Support

The User Support form provides contact information for support issues. It also allows problem reporting and diagnostics.

This window provides several ways to contact INTERJECT.

If needed, a report can be sent to INTERJECT from this window whenever a problem is encountered.


About INTERJECT

About INTERJECT allows users to see what version of INTERJECT was downloaded along with a quick summary of what INTERJECT does.

Opening this window also shows user account credentials.

Report Library Basics

Real-World Walk-throughs

Using INTERJECT

Working with INTERJECT