AX2244

Defining sheet names for file processing

When you use file processing to save a snapshot copy of a file, you must specify how the sheet names are determined in the snapshot. This setting is called Sheet Names in the File Processing pane, and applies to all snapshot file types except PDF.

The sheet name setting cannot be left blank. You must use file processing variables to dynamically generate sheet names, or type a "hard-coded" sheet name.

NOTE: The sheet name setting takes a single entry that applies to all sheets being processed. Therefore if you are processing more than one sheet (as specified in the Sheets to Process setting), you must use file processing variables to define the sheet name. "Hard-coded" sheet names can only be used when processing a single sheet.

How you define the sheet name primarily depends on whether you plan to use multipass processing on the file, and whether the multipass output is to a single file or multiple files.

Sheet names for standard processing

If the file will be primarily processed using standard (non-multipass) processing, you can do one of the following:

  • Use the file processing variable [Current_SheetName]. The sheets in the snapshot copy will use the same names as the original file.
  • Type a sheet name. The sheet in the snapshot copy will use this "hard-coded" file name. This option only applies when processing a single sheet (otherwise you will have multiple sheets with the same name). Formulas can also be used to create sheet names.

[Current_Value] primarily applies to multipass processing and is typically not used in this context. However, if you have a file that you process using both standard and multipass processing, you can define a default current value for the multipass source column on the File Processing Control Sheet, and that value will be returned by [Current_Value] during standard processing.

Sheet names for multipass processing

If the file will be primarily processed using multipass processing, then how you define the sheet name depends on whether you are outputting to a single file or multiple files (the File Generation setting).

  • If you are outputting to a single file, then the sheet (or sheets) resulting from each pass must have unique sheet names, so that you can tell which sheets are associated with each pass. In this case, you should use the default setting of [Current_Value]_[Current_SheetName]. This will append the current pass value to the original sheet name.

    For example, if you are using multipass processing to process by VP, you will get sheet names like the following: "Jones_IncomeStmt", "Smith_IncomeStmt", etc. If you are processing multiple sheets, then you will get sheet names like the following: "Jones_IncomeStmt", "Jones_Analysis", "Smith_IncomeStmt", "Smith_Analysis", etc. (where you are processing two sheets named IncomeStmt and Analysis).

  • If you are outputting to multiple files, then you have the option of whether to use the [Current_Value] variable in the sheet name or not.

    In this case, the current value variable is most likely being used in the file name, so you could have a file named "IncomeStatement_Jones.xlsx", with a sheet name of simply "IncomeStmt". However, you may want to leave the current value variable in the sheet name anyway, so that the sheet name will work regardless of whether you output to a single file or multiple files.

    In this case, you also have the option of using a "hard-coded" sheet name instead of using the current sheet variable (as long as you are processing only one sheet).

Formulas can also be used to create sheet names.