Working with the Addin

This page describes the functionality provided by the SheetKraft addin.

Installing the Addin

The SheetKraft addin is installed in a folder called SheetKraft under the user's local profile folder. This folder can be accessed by entering %LOCALAPPDATA%\SheetKraft in the address bar in Windows Explorer. The SheetKraft folder contains the main addin files (SheetKraft32.xll and SheetKraft64.xll), supporting dll files, configuration files, a license file and a Logs folder.

Installation of the addin simply consists of creating this SheetKraft folder and setting up Excel to load the main addin file in every session. Depending on whether the installed Excel is 32 bit or 64 bit, the SheetKraft32.xll or SheetKraft64.xll file is the main Excel file. To perform a manual installation, create a SheetKraft folder in %LOCALAPPDATA% and copy the contents of the Addin folder from the installation files into the SheetKraft folder. Open Excel. Open Task Manager and look for Microsoft Excel under Processes. If it shows 32 bit, Excel is 32 bit, else Excel is 64 bit. Enable the DEVELOPER ribbon in Excel(File > Options > Customize Ribbon > DEVELOPER). Click on Add-Ins on the DEVELOPER ribbon. Click on Browse and select SheetKraft32.xll or SheetKraft64.xll as appropriate. Ensure that it is checked. Click on OK. Verify that the SheetKraft ribbon is visible. Close Excel to complete the installation.

Excel records the path to the addin file in the Windows Registry and loads the addin at the start of every session.

Registering the Addin

Click SheetKraft ribbon > About > License. Enter the license details and click on Activate. This requires a working internet connection to sheetkraft.com. If an internet connection is not available on the machine or sheetkraft.com is blocked, offline activation can be performed by following the instructions for Offline Activation shown on the License window.

Configuring database connectivity

SheetKraft looks for a connections.config file in the installation folder (%LOCALAPPDATA%\SheetKraft) for database connection strings. This file can be copied from the installation folder on the server where the web components of SheetKraft are installed. This is a XML file with entries, one per connection string. The providerName attribute is not required for SQL Server databases. The entry with name="SheetKraft" is used by default to connect to the SheetKraft database.

Accessing error logs

If an unexpected error is encountered when using the addin, SheetKraft tries to append diagnostic information to a SheetKraft.log file in the %LOCALAPPDATA%\SheetKraft\Logs folder. The latest entries in this file can be found at the end of the file. Entries start with a category (ERROR, INFO, etc), followed by a date and a time, followed by a message and lines of additional information. The log file or the relevant entry can be sent to the development team.

Setting up automation

While the SheetKraft addin can provide automation capabilities to any Excel file, a more structured approach is necessary to setup activites that can be run from the web interface by end-users. Follow the initial instructions in the Simple Example page to create a folder with an Excel workbook to be used for setting up the automation. The steps of the automation can be setup using a combination of SheetKraft formulas and Excel formulas. Formulas for common functionalities such as importing data, filtering data, pivoting data, repeating formulas, exporting data, etc can be inserted via the buttons on the SheetKraft ribbon. Excel formulas and other formulas can be typed in manually.

The next page describes the basic concepts of a SheetKraft automation.