Introduction to Workbooks
With Workbooks, we've introduced excel-like functionality within Trovata. This feature empowers users to export a wide range of data from our platform in customizable and saveable layouts.
Workbooks & Data Outlets
What is a workbook?
A workbook is a set of pages/spreadsheets that contain the user’s data in various customizable formats via data outlets.
What is a data outlet?
A data outlet is a powerful tool that allows you to retrieve dynamic data from a specific source, such as balances or transactions. It provides you with the ability to customize your data retrieval by specifying a date range and a set of criteria, like selected accounts or transaction search parameters.
Whenever you load your workbook, the data outlet ensures that you have the latest and most accurate information by automatically updating the data. This means you'll always have access to the most up-to-date data without any manual effort.
Creating Workbooks & Adding Data Outlets to a Sheet
Creating a New Workbook
When you land on the workbooks page, an empty workbook awaits you, ready for data entry. Alternatively, you can click the "New Workbook" button located on the toolbar in the top right corner of the screen at any time.
Adding a Data Outlet to a Workbook Sheet
There are two methods to create a new data outlet:
1. To automatically write the data outlet to the selected cell on the currently viewed sheet, follow these steps:
a. Select a cell.
b. Click the "Add data outlet to selected cell" button on the toolbar (represented by a plus icon within a circle) in the top right corner.
2. To add a data outlet to a sheet without immediately writing it to the grid, use the sheet trays below the grid:
a. Select the plus icon in one of the sheet trays.
b. Later, you can write that outlet to the grid by selecting the outlet in the sheet tray, opening the menu (represented by three vertical dots), and choosing "Write to grid."
After clicking either of these buttons, a dialog will appear, guiding you through the data outlet creation process. Follow these steps:
Select a data source for your outlet. Currently, the available options are "transactions" and "balances."
Choose a date range for your data outlet. You can select from a range of quick date range options or customize the date range. If you choose a rolling date range, the end date will be set as an offset from today, and the date range will move forward as time passes.
Define your criteria for filtering the data in your outlet. For balances, select the accounts you want to include; for transactions, specify the transaction search criteria. Any sorting applied to the table by selecting column headers will also apply to the workbook's data set for transactions.
The data will load, allowing you to make further customizations based on its contents. No action is required.
Select the columns or rows (depending on the data source) that you want to include in your data.
Optionally, sort the columns or rows and provide custom names. You can also format values using the comma and currency formatting toggles.
Click "Save." The outlet will be added to the sheet tray below the grid and, if method 1 was selected, written to the grid.
Workbooks Optionality
Multiple Data Outlets on One Sheet
You can add multiple data outlets to the same sheet. For example, you can have only transaction outlets, only balance outlets, or any combination of both. The data outlets will be saved in relative positions to each other, and Workbooks will make an effort to maintain their relative positions as the size and shape of the data outlets change over time.
Adding a Sheet to a Workbook
To add a new sheet to an existing workbook, click the blue square button on the footer bar of the grid. You can also edit the names of sheets by double-clicking on the table where its name is displayed.
Save a Workbook
To save a workbook, select the “Save Workbook" button located on the toolbar in the top right corner of the screen. You will then select a name for your workbook.
Load a Workbook
To load a workbook, select the “Load Workbook" button located on the toolbar in the top right corner of the screen. You will then select a workbook to load into the grid.
Delete a Data Outlet
To delete a data outlet, select the outlet in the appropriate sheet tray (below the grid) and make sure the correct outlet is highlighted on the grid. If the correct outlet is highlighted, select the menu (three vertical dots) on the outlet and select delete outlet. The outlet will be removed both from the sheet tray and the grid.
Remove a Data Outlet from Grid (without deleting)
To remove an outlet from the grid without deleting it entirely, select the outlet in the appropriate sheet tray (below the grid) and make sure the correct outlet is highlighted on the grid. If the correct outlet is highlighted, select the menu (three vertical dots) on the outlet and select remove from grid. The outlet will be removed from the grid but it will still remain in the sheet tray. The outlet can be written back to the grid with the Add to Grid (at selected cell) button.
Delete a Sheet
To delete a sheet, right click on the sheet’s name in the footer bar at the bottom of the grid. Select delete from the small pop up menu.
Download a Workbook
To download a workbook, select the “Download Workbook" button located on the toolbar in the top right corner of the screen. You will then select a format and file name for the download. The currently supported file formats are .csv and .xlsx.
Summary of Workbooks
In conclusion, Workbooks is an incredible feature that empowers you to export and manipulate data from Trovata in ways that feel familiar. Its excel-like functionality, customizable layouts, and easy data retrieval make it an indispensable tool for optimizing your workflow and gaining valuable insights. Users can create spreadsheets, add data sources, and customize layouts. With automatic data updates and the ability to add multiple data outlets on a sheet, Workbooks can then be saved and loaded for future convenience.