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‎CTX-Excel - Deployment Plan.pdf‎

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‎CTX-Excel - User Guide.pdf‎

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‎CTX-Excel-V2.studiopkg‎

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‎README.md‎

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<a href="https://www.cortex-ia.com/" target="_blank"><img src="https://github.com/CortexIATest/CTXImages/blob/master/Cortex-350-120.png" alt="Welcome to Cortex!" width="350" height="120" border="0"></a>
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# CTX-Excel
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Cortex Subtasks which interact with Microsoft Excel without requiring Microsoft Excel to be installed on the Cortex application server.
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<a href="https://www.cortex-ia.co.uk/" target="_blank"><img src="https://github.com/CortexIATest/CTXImages/blob/master/Cortex-350-120.png" alt="Welcome to Cortex!" width="350" height="120" border="0"></a>
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# Excel Cortex Module
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The current Cortex Excel module focuses on interactions with .xslx files.
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It offers the following functionality:
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1. Read from file
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2. Write to file
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3. Format file contents
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4. Create SQL insert statements from file content
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5. Write data to file from a SQL statement
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6. Retrieve information about file
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7. Convert file to a csv
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The module allows users to perform the following functionality:
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* Add Conditional Formatting
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* Create Pivot Charts
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* Create Pivot Tables
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* Create Workbook
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* Create Worksheet
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* Get Worksheets
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* Insert Headers
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* Insert Rows
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* Read Data from Worksheet
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* Set Cell
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* Set Cell Where
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## Table of Contents
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1) [Dependencies](#dependencies)
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* [Cortex Version](#cortex-version)
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* [OCIs](#ocis)
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* [Files](#files)
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* [Other](#other-requisites)
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* [Other](#other)
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1) [Support and Warranty](#support-and-warranty)
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1) [Installation](#installation)
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1) [How to use](#how-to-use)
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1) [How you can contribute](#how-you-can-contribute)
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1) [Versioning](#versioning)
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1) [Licensing](#licensing)
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2) [Installation](#installation)
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3) [How to use](#how-to-use)
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4) [How you can contribute](#how-you-can-contribute)
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5) [Versioning](#versioning)
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6) [Licensing](#licensing)
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## Dependencies
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### Cortex Version
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This version of the CTX-Excel module was developed in Cortex v6.3.0. Some functionality may not be available in earlier verions of Cortex.
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This version of the Excel module was developed in Cortex version 7.1. Some functionality may not be available on different versions of Cortex.
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### OCIs
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The CTX-Excel module requires the following Cortex OCIs:
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The module requires the following Cortex OCIs:
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* PowerShell
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### Files
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The CTX-Excel module requires the following files:
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* [CTX-Excel Studio Package](https://github.com/CortexIntelligentAutomation/CTX-Excel/releases/download/v2.4/CTX-Excel.studiopkg)
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The Excel module requires the following files:
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* [CTX-Excel.studiopkg](https://github.com/CortexIntelligentAutomation/CTX-Excel/releases/download/v1.0/CTX-Excel.studiopkg)
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### Other Requisites
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The CTX-Excel module has the following additional requirements which are explained in detail in the [Deployment Plan](https://github.com/CortexIntelligentAutomation/CTX-Excel/blob/master/CTX-Excel%20-%20Deployment%20Plan.pdf):
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* PowerShell v5 to be installed on the application server
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* PSExcel PowerShell module installed
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* ImportExcel PowerShell module installed
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### Other
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The Excel module has the following additional requirements:
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* PowerShell v5.0 or later installed on the same machine as the PowerShell OCI
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## Support and Warranty
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This module is supplied as a template that you can amend and extend to fit your requirements, as such it is not supported as part of the Cortex Product suite under the Cortex product support agreement.
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## Installation
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Details of how the module should be imported into Cortex can be found in the [Deployment Plan](https://github.com/CortexIntelligentAutomation/CTX-Excel/blob/master/CTX-Excel%20-%20Deployment%20Plan.pdf).
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Details of the installation can be found in the [CTX-Excel Deployment Plan](https://github.com/CortexIntelligentAutomation/CTX-Excel/blob/master/CTX-Excel%20-%20Deployment%20Plan.pdf).
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## How to use
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A detailed User Guide has been provided with instructions on how to use the module, available [here](https://github.com/CortexIntelligentAutomation/CTX-Excel/blob/master/CTX-Excel%20-%20User%20Guide.pdf). Configuration of each flow/subtask's inputs and outputs are detailed in notes on the flow/subtask workspace.
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A detailed User Guide has been provided with instructions on how to use the flows/subtasks, available [here](https://github.com/CortexIntelligentAutomation/CTX-Excel/blob/master/CTX-Excel%20-%20User%20Guide.pdf). Configuration of subtask inputs and outputs are detailed in notes on the subtask workspace.
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## How you can contribute
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Unfortunately, we cannot offer pull requests at this time or accept any improvements.
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## Versioning
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The CTX-Excel module has the following versions, starting with the most recent:
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CTX-Excel has the following versions, starting with the most recent:
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Version | Release | Functionality | Notes
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------------ | ------------- | ----------- | -----------
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v2.4 | 22/01/2020 | Get Worksheets | Created
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v2.4 | 22/01/2020 | Read Data from Worksheet | Fixed Bugs
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v2.3 | 25/09/2018 | Create Pivot Tables | Fixed Bugs
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v2.3 | 25/09/2018 | Create Pivot Charts | Fixed Bugs
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v2.2 | 05/01/2018 | Add Conditional Formatting | Created
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v2.1 | 21/11/2017 | Create Pivot Charts | Created
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v2.0 | 16/11/2017 | Create Pivot Tables | Created
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v1.0 | 12/05/2017 | Read Data from Worksheet | Created
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v1.0 | 12/05/2017 | Create Workbook | Created
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v1.0 | 12/05/2017 | Create Worksheet | Created
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v1.0 | 12/05/2017 | Insert Headers | Created
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v1.0 | 12/05/2017 | Insert Rows | Created
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v1.0 | 12/05/2017 | Set Cell | Created
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v1.0 | 12/05/2017 | Set Cell Where | Created
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v1.0 | 17/11/2021 | PEPR-Process-Excel-PowerShell-Response | Created
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v1.0 | 17/11/2021 | Import-Excel | Created
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v1.0 | 17/11/2021 | Export-Excel | Created
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v1.0 | 17/11/2021 | Set-ExcelRange | Created
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v1.0 | 17/11/2021 | ConvertFrom-ExcelToSQLInsert | Created
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v1.0 | 17/11/2021 | Send-SQLDataToExcel | Created
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v1.0 | 17/11/2021 | Get-ExcelSheetInfo | Created
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v1.0 | 17/11/2021 | Get-ExcelWorkbookInfo | Created
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v1.0 | 17/11/2021 | ConvertFrom-ExcelSheet | Created
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## Licensing
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All functionality within this module is licensed under the [Apache 2.0 License](https://www.apache.org/licenses/LICENSE-2.0).
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WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
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See the License for the specific language governing permissions and
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limitations under the License.
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