ATRS provides MS Excel and MS Excel - Data Only output, both producing XLSX files. A straightforward export may meet the need. Data Only adds preparation controls when finance wants the figures in its own worksheet layout.
That can mean placing the export in an existing template, naming its tab “Weekly Sales,” adding selected totals and setting consistent formats for dates and amounts. These are adjustments the analyst would otherwise repeat after downloading the file.
If finance also needs returns and adjustments, an ATRS package can send several report attachments in one email or merge the Excel outputs into one workbook. Set meaningful worksheet names and check the combined file so the recipient can move between the reports easily.
For different stores or customers, a data-driven schedule can supply report parameters and delivery instructions at run time. The required report selection, recipient, filename and other supported fields can vary with the maintained driver records.
The email can be useful too: a clear subject, a short HTML or plain-text message and inserts identifying the store or reporting period. ATRS can save another copy to a configured file destination when the team needs an archive as well as an inbox attachment.
Excel workbook features and related preparation tasks
The ATRS Excel export guide covers both XLSX modes, worksheet naming, workbook passwords, template placement, column formats, file properties and naming. Its Data Only settings include validation before delivery. Choose and test the controls needed for finance’s file.
Data Only’s advanced workbook controls provide template insertion, selected row/column totals, styling and column data types/custom formats. Choose a template worksheet and starting row/column, or the next available position. Check formulas and old cells with different-sized exports rather than assuming they adjust automatically.
The package workflow supports separate attachments, merged Excel output or a ZIP. Data-driven packages can group reports for an email address and merge the grouped Excel outputs. They deliver attachments rather than embedding reports in the email body.
Files & Folders custom tasks extend the preparation. Merge Excel Files combines existing workbooks, with destination replacement, password and file-summary options. Manipulate Excel changes an existing workbook’s password, read-only setting and file summary. Build Excel Workbook creates a workbook from configured database queries and datasets; it is a separate workflow from exporting a Tableau view.
Output options also include custom filenames and date/time stamps, ZIP compression with password protection, configured PGP encryption and deferred delivery. A workbook password, ZIP password and read-only setting are distinct controls. Test the recipient’s final opening process.
ATRS inserts populate supported fields with constants, report parameters and driver values. Use the fields available in the selected workflow for changing names and delivery instructions.
