Steps that make your block

Finally, the most exciting part: assembling the steps of a block.

These steps are really yours: add, modify, delete them as you wish. If you could choose a scenario to start with, then those steps are already filled, but you can modify them as well. Not really sure about the result? Later you can test and change the process.

To the right are the editing options. You can select a step by clicking on it. Below you can find some tips on an optimal block structure.


Tips on an optimal block structure

This list is a suggested (rough) order of process steps within a block (all of them are optional, use the ones that you need, one or more times):

  • Start the block with a comment step shortly describing its goal and solution. This helps greatly to maintain the process in the future.
  • Create new folders that belong to the target workbooks of this block
  • Copy/move/rename workbooks as preparation for working with the worksheets in them
  • Start a loop to process worksheets from a list of workbooks
  • Start a loop to process list of rows/columns on a worksheet
  • Create new target worksheets dynamically, based on the values in the current worksheet or row/column within the loop
  • Add filters to the source worksheets using
    • Parameters from the parameter worksheet; or
    • Values from the source worksheets; or
    • Values from the current row of a row list
  • Copy ranges from source worksheets to target ones
  • Set target cell values using source values (and possible calculations)
  • Clear filters
  • Release worksheets that were created within the loop
  • Take the next row in a row list
  • Take the next row in a workbook list

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