ExcelToCI and Office 2007

Posted by: Brent Martin in Utilities

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Brent Martin

The other day I really needed to load some Receivables data into PeopleSoft to test a workflow application.  I had a handy-dandy ExcelToCI spreadsheet made just for this purpose, so it should have been a non-event.  However, I’d just upgraded to Office 2007 (insert Darth-Vader musical score here).  After an initial panic attack when I realized there were no guarantees this would work at all, I decided to take it one step at a time.  And as it turned out, it wasn’t so bad.

Here’s what I did to make ExcelToCI work with Office 2007:

First, I couldn’t get any of the macros to fire.  I rightfully assumed it was because of Macro Security, which is set very high when installed.  So the first thing I did was go to the Developer tab of the ribbon, and selected Macro Security.

Macro Security Button

When the Trust Center window poped up, I had a couple of options.  First, I could have set it to enable all macros, but that wasn’t recommended.  I elected to click on the Trusted Locations menu on the sidebar, and add the directory that holds my macro as a trusted location.  Actually I ended up setting my entire PS_HOME directory as a trusted location.  I hope hackers don’t start writing Excel viruses that purposely propogate themselves to my trusted locations.  But I’m just being paranoid.

Trust Center Main Page

Trusted Locations Page

Add Trusted Location

 

Then it occurred to me that the toolbar is gone, replaced with the ribbon.  Since ExcelToCI depends on toolbars to launch the macros, I had no idea how this was going to work.

Actually it wasn’t so bad.  I guess for backward compatibility, the nice folks at Microsoft included an “Add-Ins” tab on the ribbon which is where I found the old toolbar options.  So there all of the old buttons were, including the New Template, New Data Input, Select Input Cell, etc.

Ribbon Add-In Tab

 

Clicking the New Template button fired up the dialog boxes and worked as expected.

New Template button

 

Selecting cells worked as expected too.

In fact, I was able to get to the Data Input and the Submit Data worksheets just like in the older versions without any problems.

 

 

 

 

I hope you have as easy of a time with Office 2007 and Excel to CI as I did!

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written by Matt, February 16, 2010
Thanks Brent, That saved me a lot of time with the same issue.

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