1.11 Template Library and Refresh Functionality

Overview

The Template Library Excel Add-In is designed to streamline workflows by providing a collection of pre-built templates that enhance the usability of custom functions within the Excel Add-In. These templates serve as reference points for users, helping them efficiently apply our tools for data analysis and reporting.

Key Features

• Pre-configured Templates: Access a variety of professionally designed templates to enhance your productivity.

• Easy Integration: Add templates directly into your Excel workbook with a few clicks.

Getting Started

Prerequisites

Before using the Template Library, ensure that:

• You have the required Excel Add-In installed.

• Your user account has the necessary permissions to access specific templates.

• You have an active internet connection to fetch templates from our cloud storage.

Accessing the Template Library

1. Open Excel and navigate to the Template Library via the Ribbon Toolbar.

2. Browse available templates categorised by functionality.

3. Click on a template to preview its details, including a description and a screenshot.

4. Click Add to Workbook to open the template.

Permission-Based Template Availability

Certain templates require specific licenses. Users can still see restricted templates, but when they attempt to use the associated functions, they will receive an #Unauthorized message.

Screenshot

Refresh Functionality

Overview:

The Refresh Sheet feature is designed to refresh all custom functions and formulas across the currently active worksheet. It is particularly useful in scenarios where live data is being fetched from external APIs or sources, and a manual trigger is needed to re-calculate or update the displayed values.

Functionality:

• Triggers a re-evaluation of all formulas on the active worksheet.

• Ensures latest data is pulled and displayed for every formula-based cell.

• Works with custom functions provided by the Excel Add-in as well as native Excel formulas.

How It Works:

When the user clicks on the Refresh Sheet button:

1. The add-in scans through the active worksheet.

2. Each formula cell is programmatically reset or re-triggered.

3. Excel re-evaluates and updates the values accordingly.

Typical Use Case:

• The user updates data sources or parameters and wants to see changes reflected immediately.

• Network-based or API-driven formulas need to be refreshed without reloading the entire file.

• Ensuring consistency and up-to-date calculations during reviews or data presentations.

Benefits:

✅ Saves time by eliminating the need to manually re-enter or re-trigger formulas.
✅ Guarantees accurate and current data across the sheet.
✅ Enhances user experience with smoother, one-click refresh behavior.