Most of the time, reports are generated by software. Although report can be customized, it is having certain limitations on formatting and the restriction of getting data within the software.
With this add-on, users can freely define and format report on Google sheet. When data is required, users define a marker through the sidebar of this add-on to the cell note, telling this add-on where to get and what to put to the report sheet. The data source can be from current sheet or another Google sheet, Google doc or a web page. Data can be sum or count as in pivot table or concatenated values. Updated data value will be highlighted in green with old value stored in the cell note. User can verify and export exported the report without markers.
How to install?
Go to Google Marketplace to install this add-on. After Installation, your sheet menu Extensions will have this add-on . If not, please re-open your sheet.
How to use?
If you are a first time user, please select "Try demo" from Extension > Data Extraction By Marker.
- Open your data sheet. From this add-on menu, select 'Show spreadsheet ID' and select 'Copy to clipboard'. For Google doc, copy the ID from URL. For web, copy the whole URL.
- Open your report sheet. For report table, highlight the columns that you want this add-on to pull in data from your data table. For data cell, highlight the cell.
- From this add-on menu, select 'Open marker sidebar' and select the marker for list, label, count, sum, copy, or tag.
- Enter the marker details.
- To run your report, open this add-on menu and select 'Run report' . A log sheet 'FDI Log' will display the running status.
- To export your report, open this add-on menu and select 'Export report'. A copy without markers and tracking color will be copied to your Google drive root directory (defaulted by Google).
- To test a new marker, open this add-on menu and select 'Select markers for test run'. On the displayed 'MRR Log' sheet, tick the markers. Open this add-on menu and select 'Run report' to test run the selected markers.
- To reset the data update tracking, open this add-on menu and select 'Reset data update tracking'. The tracking color and notes will be removed.
This add-on is free for personal use and for sponsors. If you are happy using this add-on, please become my supporter and sponsor.
On a service day, I am using My Report Runner to pull the names from different departmental rosters into a single list. It helps everyone to know who are involved in the service. If you are compling reports from data sheets, please feel free to contact me.
ReplyDeleteBesides pulling data from Google sheet, Google document, web data table can be pulled too. On the marker sidebar, input the web address and a key word/phase right above or inside the table. Runner will pull the data from the table.
ReplyDeleteFor example, to get the exchange rates from https://www.hsbc.ca/international-services/foreign-exchange-rates/, just input the link and the key word 'Abbreviation'.
A new function 'Contact developer' is added. You can get in touch with me if you have any questions.
ReplyDelete