New Feature - Business Process for synced folder files When using “auto-connect” functionality, all files are automatically connected to DataRails as separate processes. A “Business Process” allows to aggregate all spreadsheets from different time dimensions (e.g. different months, quarters etc’) under one roof as well as the ability to define the final version of each time dimension.
Convert file to a Business Process
Only Files that are synced to DataRails via Sync Folder can be converted to Business process.
This process will create a business process and convert the individual file selected into a file with a dimension and status tag within the business process.
Right click on a file > Convert to Business Process
Fill the Business Process name and add time dimensions
Connect file to existing Business Process
This process will convert the individual file selected into a file with a dimension and status tag within an existing business process.
Right click on a file > Convert to Business Process
Select connect to existing Business Process
Select the relevant Business Process from the list
Feature update - Alerts Until today, it was possible to add alerts on one cell at a time. From now, the same alert condition can be applied on a range of cells.
In the compare tool select a range of cells
Right click on one of the cells
Select Add Alert from the list
Admin Panel - updated tabs:
Files Tab-
This tab shows all files connected to DataRails (with or without a business process) with additional meta-data such as: Id, Organization, Path, Filename, FileBox (only if it is connected to a business process), Dimension (if applicable), Connect Time, Age (the days from creating the file), Update Time (last save upload to DataRails), Connected By, Macro Change Time, Formula Change Time, Users (number of unique users saving the file after creating the connection to DataRails), File size, Cells With Formulas, Macro Modules, # Sheets, # Hidden Sheets, Cells With Errors, External Links, Named Ranges, Tables Extracted, Password Protected, Part of Collection, Error, Auto Sync, Archived
The “Grid Icon” which allows to customize which columns to display. You may select to show specific or all fields mentioned above.
The “Filter Icon” allows to filter out archived files. An archived file is a file where the physical file was deleted.
Locations Tab- This tab contains the information for a synced location: Organization, Machine Name, Full Path, Number of synced files, Auto Synced (a green check mark symbolizing Auto Synced location), Is Archived (deleted synced locations)
Feature Update: Compare ViewFor deleted cells that are not a part of structural changes (i.e. delete rows and cols), the deleted cells will appear on the current sheet view in addition to the previous sheet view (until now they were presented only on the previous sheet).
