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#5038 - 06/13/05 12:33 PM Financial Reporter Copying Values
Sandra Offline
Adagio Guru

Registered: 03/21/02
Posts: 119
Loc: Vancouver
I have a mystery on my hands and am hoping that someone can advise me on how to proceed. For several years we have been successfully copying values from one report to another. This other report has been set up to print perfectly and we found that this was the simplist most straightforward way to get the report to print properly without compromising the printing of the other reports in the workbook. Suddenly, no matter which method I use, copying only copies formulas and I don't know how to get it to just copy the values. We upgraded to GL 8.0C in April and this is the first time we have needed to make our copy since then so I wondered if something has changed in the new version. If so, how do I can values?

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#5039 - 06/13/05 03:42 PM Re: Financial Reporter Copying Values
Michael Mulrooney Offline
Adagio Virtuoso

Registered: 02/07/02
Posts: 839
Loc: Vancouver, BC
Copy/Paste from the Financial Reporter to an external application copies the values.

Copy/Paste to another sheet now copies the formulii.

A new function has been added that will perform the desired task:

The function =QUERYSHEET(?sheetname?,?Cell? [,Fiscal period] [,?Department?]) has been added. This function allows you to retrieve values from other sheets. The sheet name and cell reference are passed as strings. While ?B10? style cell references are permitted, it is recommended that a ?Named Range? be used to specify the desired cell. Named ranges are updated as rows and columns move. The =QUERYSHEET() function?s cell parameter text is not automatically changed if a cell moves on the referenced sheet. You can optionally pass a department code and fiscal period to the queried sheet, to make sure that it contains correct values for a given department or fiscal period. You need only include these values in the first call to =QUERYSHEET() (calculated from top left to bottom right).


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#5040 - 06/13/05 04:52 PM Re: Financial Reporter Copying Values
Sandra Offline
Adagio Guru

Registered: 03/21/02
Posts: 119
Loc: Vancouver
Thank you Michael for your explanation. I had no success naming a range or at least in being able to prove that I had named a range. But the real problem is that I can't copy/paste to a new book, not a new sheet. Will the querysheet function work between books or just within sheets within books. I had as much success writing the Querysheet function as I did naming a range, that is, not much. Your advice much appreciated as we are anxious to produce our financials.

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#5041 - 06/13/05 05:18 PM Re: Financial Reporter Copying Values
Sandra Offline
Adagio Guru

Registered: 03/21/02
Posts: 119
Loc: Vancouver
Yes, me again. Ok, I was able to name a range, and was able to get a single cell to populate using Query Sheet. In both cases I was having a problem with ' and/or ". Figure that part out and things start to happen. I am assuming that I could use a second sheet in the same book and that the special print formatting could apply only to that sheet, but I don't know how to get the Querysheet function to pull in the entire named range. Ideas or better yet, instructions?
Sorry for the rush. I really need to get this working - it was so simple before.

Thanks for your time.


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#5042 - 06/13/05 05:45 PM Re: Financial Reporter Copying Values
Michael Mulrooney Offline
Adagio Virtuoso

Registered: 02/07/02
Posts: 839
Loc: Vancouver, BC
Perhaps it would be easier for you to copy your numbers to Excel and then paste them back into your sheet. QUERYSHEET will NOT work between books but only between sheets in the same book and only the top left cell of a named range is copied.

=QUERYSHEET("Twelve Month Income","D9")

would copy the value from cell D9 of sheet "Twelve Month Income" to the cell of the formula.

You would need to repeat the formula adjusting the "D9" value as appropriate.

None of this should be necessary for you to get the "formatting" you require as each sheet maintains it own page formatting.


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#5043 - 06/13/05 08:30 PM Re: Financial Reporter Copying Values
Retired_Guy Offline
Adagio Master

Registered: 03/16/99
Posts: 10504
Loc: Canada
Hello Sandra,

I just realized that you are in Guelph, and we'll be holding a full day of Adagio training on Thursday at the Mississauga Radisson. Full 1/2 of the material is on designing financial statements. Why don't you sign up? You can find details and a course agenda here.

I've sent a special offer e-mail to jbezeau who is our contact at your organization.

I chatted about your post with Michael this afternoon, and we cannot imagine why you need to copy and paste a whole sheet of figures. If you brought your data and financial statements to the course, I would be able to help you out specifically.


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