About field browser, retrieve data, and send data

This article explains the function definition and execution group in the Workpapers ribbon within Excel.

Field Browser

Use the field browser to select parameters to complete your work.
Any field marked with a caret's a range that can pull or push columnar table data.

Retrieve data

You have 2 options for retrieving data:
  • All Formulas
  • Selected Formulas
All Formulas
To execute all the Get formulas in the workpaper, select
Retrieve data
. If formulas don't execute successfully, errors are displayed in the formula cells.
Selected Formulas
To execute specific Get formulas:
  1. Select specific formula cells.
  2. Select
    Retrieve data
    ,
    Retrieve Selected Data
    . The retrieved data appears in the workpaper, and the formula cells get updated with the current date and time.

Send data

You have 2 options for sending data:
  • All Formulas
  • Selected Formulas
All Formulas
To execute all the Set formulas in the workpaper, select
Send data
. If formulas don't execute successfully, errors are displayed in the formula cells.
Selected Formulas
To execute specific Set formulas:
  1. Select specific formula cells.
  2. Select
    Send data
    , and then
    Send Selected Data
    .