User guide

© GeoWise Ltd. 2011
Page 97
visualise | communicate | ENGAGE The InstantAtlas Excel Data Manager
g the InstantAtlas Area Profile Template User Guide
© GeoWise Ltd. 2013
reports. Section ‘H. Multiple Geography Reports’ of this user guide gives
detailed information on how to create multiple geography reports.
Prior to InstantAtlas version 6.6.0, the Excel add-in also included a button
‘IA Metadata’ which was used to create metadata HTML pages. This
functionality is now available as a separate add-in called ‘InstantAtlas
Metadata Manager’. If you are an InstantAtlas client you can download this
add-in together with a guide explaining how to create metadata HTML
pages from ‘My InstantAtlas’.
Note that in earlier versions of InstantAtlas (version 3 or earlier) Excel Data
Manager workbooks each had embedded macros that would create a
toolbar with a single ‘Export’ button. If you are using old Excel workbooks
to generate XML data files for version 4 or later reports, you should disable
their macros when you open them in Excel. For this your macro security in
Excel must be set to Medium. If you need to change your macro security
in Excel, click ‘Tools’, ‘Macros’, ‘Security’. You should no longer be using
macros embedded in a workbook to generate XML data files for reports.
If you want to deactivate the add-in you should do the following:
Microsoft Office Excel 2007 / 2010 / 2013
1. In Excel 2007 click the Office button and click on the ‘Excel
Options’ button. For Excel 2010 and 2013 click the green ‘File’ tab
and select ‘Options’ in the left hand menu.
2. Select ‘Add-ins’ from the left hand side menu.
3. Click Go at the bottom of this pane, to Manage Excel Add-ins
4. The add-ins dialog will open, click the checkbox for the Excel Data
Manager so that it is unselected
5. Click ‘OK’ to close the dialog. You will see that the ‘InstantAtlas’
menu and toolbar have disappeared.
Older versions of Excel
1. Click ‘Tools’, ‘Add-Ins’
2. In the ‘Add-Ins’ dialog, click the checkbox for the Excel Data
Manager so that it is unselected
3. Click ‘OK’ to close the dialog. You will see that the ‘InstantAtlas’
menu and toolbar have disappeared.
E.3. The Excel Workbook
You enter your data into an Excel workbook. This will contain several
worksheets and these must be populated according to a few basic rules.
The sections below describe the role of each worksheet and how it should
be populated.
As you read these sections, you should refer to the main example Excel
workbook supplied with your InstantAtlas software. This is a file called
‘IAworkbook.xls’ located in the ‘workbooks’ folder created during the
installation of your InstantAtlas software. By default the path to this file is
C:\Program Files\GeoWise\InstantAtlas\workbooks. Alternatively it can be
found from your Start Menu by browsing to ‘InstantAtlas Desktop Edition’,
‘InstantAtlas Excel Data Manager’.
Once you have understood the rules for entering data, you can replace the
example data with your own and use the workbook to generate XML data
files for your own InstantAtlas report(s). You can make multiple copies of