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Excel Add-in

Best practices in using the Excel Add-In for workpapers

Follow these guidelines to ensure that your workpapers function properly:
  • Avoid apostrophes in worksheet names.
  • Avoid characters beyond ASCII 127 in worksheet names. The Add-in should still work, but the performance may be degraded for formulas in a sheet with an exotic name such as “TotalsIn€.”
  • Get operations
    • TRGetField formulas: The Add-in retrieves 3400 TRGetField formulas at a time, so remaining formulas aren't executed and are marked with an error message in the formula cells. Use the
      Retrieve Selected Data
       function to execute remaining formulas or to execute more than 3,400 formulas at a time.
    • TRGetRange formulas: A GetRange formula can't retrieve more than 2,000,000 cells of data within the Add-in. If a formula retrieves more than 2,000,000 cells, use the
      Batches
       feature.
  • Set operations
    • TRSetField formulas: The Add-in can't send more that 3400 TRSetField formulas at a time, so remaining formulas aren't executed and are marked with an error message in the formula cells. Use the
      Send Selected Data
       function to execute remaining formulas or to execute more than 3,400 formulas at a time.
    • TRSetRange formulas: A SetRange formula can't send more than 200,000 cells of data from the Add-in. If a formula needs to send more than 200,000 cells, use the
      Batches
       feature.
  • Formulas can't exceed 8,192 characters.
  • Formulas shouldn't contain volatile functions, such as RAND(), NOW(), TODAY(), OFFSET(), CELL(), INDIRECT(), and INFO(). Volatile functions slow down Add-in calculations because each instance of these functions is executed when Excel recalculates.
  • Formulas shouldn't contain nested functions since there are some limitations in calculations, including precedence chain calculations.
  • Don't use a backslash ( \ ) in the password for the ONESOURCE ID.
  • Don't use embedded workpapers. If a workpaper contains one or more embedded workpapers, opening and closing the embedded workpaper in the Add-in can cause Excel to crash.

This article applies to:

  • Product: ONESOURCE Workpapers
  • Subject: Workpapers,Add-in

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