User interface overview

Add-In for Excel integrates with the standard Excel user interface on the ACL Add-In tab. The ACL Add-In panel provides details about, or additional functionality for, Add-In for Excel tables.

The ACL Add-In tab

#	Element	Description
1	ACL Add-In tab	Includes all Add-In for Excel features and functions and must be selected before you can access Add-In for Excel functionality or create Add-In for Excel tables.
2	Column heading row	Displays the column name and includes a drop-down menu that allows you to sort or filter the column data. Standard Add-In for Excel data column headings are displayed in blue and Add-In for Excel system data column headings, such as the row status and Notes columns, are displayed in green.
3	ACL Add-In panel	Displays details about the active Add-In for Excel table and allows you to perform additional functions. For more information, see The ACL Add-In panel.
4	ACL Add-In table	A read-only table that prevents inadvertent data changes and includes automatically generated statistics such as numeric column totals, averages, minimums and maximums, and date range lengths that are displayed in the ACL Add-In panel. Standard Excel functionality such as sorting, filtering, PivotTables, and PivotCharts can be used with Add-In for Excel tables.
5	Total row	Appears at the bottom of the table and displays the total for each numeric column. You can click the drop-down menu in a total row cell to choose a function, such as average, count, or maximum, if you want to perform a calculation other than totaling.
6	Worksheet tabs	Each worksheet in an Excel workbook is displayed on a separate tab. By default, Add-In for Excel tables that are created as separate worksheets are displayed on tabs called <original worksheet name>_ACLAddin.

The ACL Add-In panel

#	Element	Description
1	Table	Displays the name of the defined Add-In for Excel table, in addition to the following: Columns the total number of columns in the table, including hidden columns and Add-In for Excel system columns, such as row status and Notes columns Rows the total number of rows in the table. If the table is filtered, the number of filtered rows and total rows are displayed ACL Add-In table history – A clickable button that opens a dialog box displaying the history of actions performed on the table since it was defined as an Add-In for Excel table
2	Column	Displays the name of the currently selected column, in addition to the following: Move column clickable buttons that allow you to move the selected column to the left or right Edit column a clickable button that allows you to edit the column name or data type Delete column a clickable button that permanently deletes the column. You cannot undo a column deletion Data type the column data type. Available data types are Text, Number, Date, and True/False (logical). Add-In for Excel system columns, which are displayed with green column headings, are the system data type Statistics the details about the selected column, such as total, average, minimum, maximum, and the number of blanks and errors. The details that are displayed depend on the data type of the column For True/False columns, the count of true and false values recognizes only the values “True” or “False” in the column. Values such as “1/0”, “T/F”, and “Yes/No” are counted as blank. If necessary, you can create a computed column to convert these values to “True/False”.
3	Row	Displays the following: Selected the currently selected row number or the number of rows selected, if multiple rows are selected. When displaying the current row number the column heading row is not included in the count. Copy Row ID to Clipboard a clickable button that copies the file path, Add-In for Excel worksheet name, and row ID of the selected row to the Clipboard Row status the assigned row status template and values, if applicable. You can edit row statuses for individual or multiple rows by selecting the appropriate row status column from the Row status drop-down menu and then selecting the appropriate value from the status drop-down menu. You can also add new status values to a row status template. Notes the associated row notes. You can edit notes for individual or multiple rows in the Notes text box Delete selected note(s) a clickable button that deletes the selected row note or notes

Element

Description

Table

Displays the name of the defined Add-In for Excel table, in addition to the following:

Columns the total number of columns in the table, including hidden columns and Add-In for Excel system columns, such as row status and Notes columns
Rows the total number of rows in the table. If the table is filtered, the number of filtered rows and total rows are displayed
ACL Add-In table history – A clickable button that opens a dialog box displaying the history of actions performed on the table since it was defined as an Add-In for Excel table

Column

Displays the name of the currently selected column, in addition to the following:

Move column clickable buttons that allow you to move the selected column to the left or right
Edit column a clickable button that allows you to edit the column name or data type
Delete column a clickable button that permanently deletes the column. You cannot undo a column deletion
Data type the column data type. Available data types are Text, Number, Date, and True/False (logical). Add-In for Excel system columns, which are displayed with green column headings, are the system data type
Statistics the details about the selected column, such as total, average, minimum, maximum, and the number of blanks and errors. The details that are displayed depend on the data type of the column
For True/False columns, the count of true and false values recognizes only the values “True” or “False” in the column. Values such as “1/0”, “T/F”, and “Yes/No” are counted as blank. If necessary, you can create a computed column to convert these values to “True/False”.

Row

Displays the following:

Selected the currently selected row number or the number of rows selected, if multiple rows are selected. When displaying the current row number the column heading row is not included in the count.
Copy Row ID to Clipboard a clickable button that copies the file path, Add-In for Excel worksheet name, and row ID of the selected row to the Clipboard
Row status the assigned row status template and values, if applicable. You can edit row statuses for individual or multiple rows by selecting the appropriate row status column from the Row status drop-down menu and then selecting the appropriate value from the status drop-down menu. You can also add new status values to a row status template.
Notes the associated row notes. You can edit notes for individual or multiple rows in the Notes text box
Delete selected note(s) a clickable button that deletes the selected row note or notes

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