SECTIONS
You can embed many of the FinancialForce XL Plus functions into Excel macros. For example, you can write a macro to refresh a report when you change a particular cell value. An automation object addIn.Object is supplied with FinancialForce XL Plus, and the calls and events associated with it are listed below. Some simple examples are provided, see Sample Code for Writing Macros.
To use this information, you should have a basic familiarity with writing macros, Visual Basic, Web services, and the Salesforce and XL Plus user interface.
addIn.Object Calls
The following calls are available with the FinancialForce XL Plus object:
Event calls
| Call name | Description | Parameters | Events |
|---|---|---|---|
| RegisterSubforEvent | Register a subroutine in preparation for an event | subName, eventName | Not applicable |
| UnregisterSubforEvent | Unregister a subroutine to end a single event | subName, eventName | Not applicable |
| UnregisterAllSubsForEvent | Unregister all subroutines | eventName | Not applicable |
Salesforce Calls
| Call name | Description | Parameters | Events |
|---|---|---|---|
| GetSalesforceReportDefinitionsFromServer | Retrieve available report definitions from your organization | None | SalesforceReportServerRetrieveSuccess, SalesforceReportServerRetrieveFailure |
| GetSalesforceReportDefinitionsFromWorksheet | Retrieve available report definitions from a worksheet in your Excel workbook | None | Not applicable |
| SetSalesforceReportDefinitionsToWorksheet | Create a worksheet to hold a report definition | Reportname | Not applicable |
| ImportSalesforceReportsByID | Populate the report worksheet with the data | ReportID | SalesforceReportRefreshSuccess, SalesforceReportRefreshFailure |
FinancialForce Reporting Calls
| Call name | Description | Parameters | Events |
|---|---|---|---|
| GetFinancialForceReportDefinitionsFromServer | Retrieve available report definitions from your organization | None | SalesforceReportServerRetrieveSuccess, SalesforceReportServerRetrieveFailure |
| GetFinancialForceReportDefinitionsFromWorksheet | Retrieve available report definitions from a worksheet in your Excel workbook | None | Not applicable |
| SetFinancialForceReportDefinitionsToWorksheet | Create a worksheet to hold a report definition | Reportname | Not applicable |
| ImportFinancialForceReportsByID | Populate the report worksheet with the data | ReportID | SalesforceReportRefreshSuccess, SalesforceReportRefreshFailure |