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Tactician Techniques
Importing a Variable from a Main Sheet to a Detail Sheet
If you have a Tactician Document that is set up for Sites or Territories, you have a:
- Main Sheet – that contains the Site or Territory identifier and optionally attribute data.
- Detail Sheet(s) – that contain at least one Site or Territory component, and optionally attribute variables for each component.
If your document contains a character variable in the main sheet, you can copy the variable value to each record of the proper detail sheet.
This enables you to:
- Quickly and easily transfer valuable information from the main sheet to the detail sheet.
- Combine all your critical territory information into one sheet for export and distribution. For example, in your territories document you might have manager information in the main sheet, and sales representative information in the detail sheet. Use this procedure to transfer manager information to each record in the detail sheet. Once you have all information in the detail sheets, you can export and distribute the information.
- Consolidate your site information. For example, if your sites document has store information in the main sheet, and component and sales information in the detail sheet, use this procedure to bring the store information to the detail sheet level.
To copy a variable value from a main sheet to each record of a detail sheet:
- With the document that contains the variable that you want to copy in the main sheet open, click Document>Calculate. The Calculate dialog box opens.
- Click New. The Formula dialog box displays.
- In the In Sheet Type list, select the sheet type of the document.
- In the Calculate into Variable box, type a name for the new variable that you are creating in the detail sheets.
- In the Value section, click the Expression button. The Expression dialog box displays.
- Use the Function list to select Lookup_Char(key, doc, var)
- In the Expression box, replace
- key – with $owner. The owner is the link, or key, between the main sheet and the detail sheet.
- doc – with the name of the current document. Enclose the document name in single quotes.
- var – with the name of the variable that you want to copy from the main sheet. Enclose the variable name in single quotes.
- Click OK.
- In the Formula dialog box, click OK.
- Click Save and save the formula for future use.
- Click Run.
- In the document, use the Next Sheet Type button to scroll through the document and see the new variable in the detail sheets.
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