Navigate JustPerform 365 Connector
After login, the JustPerform Excel Add-in panel is classified into the following sections:
Home Pane: Displays the list of activities and instances as per the user role authorization assigned to the users. Note that the instances are role-dependent and time-dependent.
Activities Pane: Activities help users execute the required business processes in a guided and automated way. The menu displays the detailed task list, which guides users through the steps to complete the activity. This also helps to control and monitor the progress of the process.
Explore Pane: Menu with options to create new stories or generate new reports. It includes the creation of tables, parameters, and functions. It can be used to edit existing stories or view existing reports.
Tables Design Pane: Navigate from the Explore menu and create new stories.
Home Pane
When a user logs into the JustPerform Excel Add-in successfully, the Home pane appears with activity flow instances based on user authorization. Activities can be filtered by cycle from the dropdown at Level 2. This filtering by cycle is aligned with activity selection by cycle in My Activities in JustPerform Web. Instances of an activity are deployed based on entities given access to them.
The Home pane provides access to activity details and tasks to be performed:
Identify instances for each activity for the appropriate scenario, such as time and version.
Define suitable roles for each process so that only users with the relevant role can view and access the flow in the Excel Add-in.
For example, users can be assigned revenue, expense, and capex processes to the finance team, while workforce and traveling expenses can be assigned to HR users. So, when HR users log into the Excel Add-in application, only one flow is shown to the user. This configuration is enabled with user security and role authorization setup.
Home Pane: Displays the list of activities based on user authorization.
Activities: Navigates to the selected activity instance with a detailed task list.
Explore: Navigates to the explore options menu for tables, functions, and parameters.
Back: Takes the user back to the previous screen.
Cycle: Select cycle from the dropdown to filter activities.
Activity: Name of the activity along with the version it is to be executed for.
Activity Instance: Specific instance name, multiple instances based on user authorization.
Instance: Logged-in instance details, Pilot in this case.
Workspace: Select/logged-in workspace details.
My Support: Opens up the My Support portal on JustPerform Web.
Sign-out: Log off from the JustPerform Excel Add-in for the user.
Status: Current workflow status for the instance.
Activities Pane
Once the activity is selected on the Home Pane, the system navigates to the Activities Menu. When a user selects an instance from an activity flow, the system will navigate to the Activities screen with all the tasks listed for the selected activity, assigned to the user to perform and execute. The Activities screen has two sections: Header and Details.
Header
The top section of the panel, key elements displayed on this submenu are detailed below:
Refresh: Refresh data in real-time from the system to the Excel interface.
Save: Save data from Excel input templates back to the system.
Data Details: Includes data history and details of specific cell values from the template.
Details
Key elements displayed in this section:
Instance Details: Based on the instance deployment in the activity flow, like entity/department, etc.
Task List: Steps defined as part of the process definition that will guide the users to execute the activity flow and ensure completeness and comprehensiveness.
Parameters and Selections: User selections from context or manual selection options.
Workflow Status: Change in workflow status from user and reviewer.
Explore Pane
The Explore menu has two sections: Header and Details, which allow users to create and view stories, choose context, make user selections, and set up parameters and functions.
Header
Key functions in the Header menu:
Refresh: Available in different panes for users to refresh the template. After a modification or change is made in the template, users can refresh to get the latest version of data updated in the Excel templates. It is used to retrieve real-time information from JustPerform to the Excel interface.
Save: Similar to the Refresh button, this appears in various panes and is used in input schedules where data is entered. Users need to save the data from the Excel template back to the system for updating. It updates the data from the Excel interface to the system when this button is clicked.
Note: There is a dropdown for Refresh and Save with options to refresh/save data at the sheet level or entire workbook level. The default option when clicked will impact the sheet level, and only when required for the workbook, the dropdown option can be changed.
Data Details: Introduced for the breakdown of the cell value in reports and their audit history.
Update: Used to capture the changes made during report definition from the design pane to the Excel interface. After making any change or modification to the definition, clicking this button will update the changes successfully on the Excel interface. Changes and updates can include:
Changes in report definition, such as report name and model selection.
Changes in report layout, such as dimensions assigned to the axis, member selection, dimension properties display, report position, and so on.
Changes in report formatting setup, such as report style selection, calculated member activation, selection to show items with no data, etc.
Update saves the changes made to the definition of the functions and parameters.
Reload: Used to reload the tables and functions definition as per the selected worksheet.
Back: Navigates the user back to the previous step.
Add/Create Objects
By clicking on the button, users can create tables, parameters, and functions.
Tables: Helps a user create input or report stories. They are structured collections of related information used for various purposes, such as capturing information like drivers, balances, or reporting financials, and analyzing financial information. Tables are discussed in detail in further sections:
Structure: Each table consists of fields that define the type and structure of the data it can store. Fields can be of different data types, such as character, numeric, date, and time.
Relationships: Tables can have relationships with other tables, forming a relational database structure.
Data Manipulation: Data can be inserted, updated, deleted, and retrieved.
Table Maintenance: Allows authorized users to maintain table data, define new fields, or modify existing table structures.
Create Styles: Helps in formatting and developing styles.
Parameters: Help users build and analyze their stories while using linked fields. Flexibility to pass user context or selection of one field value as a variable to generate another dependent field value, as long as both fields have a relationship and mapping defined using the property type "Linked to property".
Functions: Creating context and offset functions to be displayed on the Excel template. Functions refer to the operations or capabilities provided by the system to display relevant information from specific tasks or processes.
Details
Displays a list of tables, functions, and parameters created in the selected worksheet, along with the user context and selection of fields based on the table definition for the sheet.