Microsoft Excel - VLOOKUP Use Case

🔍  Excel VLOOKUP Use Case - Fetching Data Across Sheets

📘 Use Case

You have data stored in multiple sheets — for example, integration details in one sheet (FileBasedIntegrations_SFTPMAIL) and a list of integration names in another.
You want Excel to automatically fetch matching details (like mail ID, file path, or status) based on the integration name.

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💡 Formula Used

=VLOOKUP(F2, FileBasedIntegrations_SFTPMAIL!A:J, 9, 0)

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⚙️ Step-by-Step Explanation

Step	Meaning
Step 1: Identify lookup value (F2)	This is the value Excel will search for — located in cell F2 (for example, the Integration Name).
Step 2: Define table array (FileBasedIntegrations_SFTPMAIL!A:J)	This is the range where Excel will search. Here, it looks in column A of the sheet FileBasedIntegrations_SFTPMAIL and can return data from columns A through J.
Step 3: Set column index number (9)	Excel will return the value from the 9th column in the specified range, corresponding to the row where the lookup value was found.
Step 4: Specify match type (0)	The 0 (or FALSE) means exact match — Excel will only return a result if it finds an exact match for the lookup value in column A.

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🧩 Example

Let’s say you have a lookup setup like this:

Sheet 1 (Main Sheet):

Integration Name	Details
PAYROLL_EXTRACT	(Formula here)

Sheet 2 (FileBasedIntegrations_SFTPMAIL):

A (Integration Name)	...	I (SFTP Mail ID)
PAYROLL_EXTRACT	...	hr_sftp@company.com
FINANCE_REPORT	...	finance_sftp@company.com

Now, when you enter this formula in Sheet 1:

=VLOOKUP(F2, FileBasedIntegrations_SFTPMAIL!A:J, 9, 0)

If F2 contains PAYROLL_EXTRACT, Excel searches column A in FileBasedIntegrations_SFTPMAIL, finds the matching row, and returns the value from column 9 — here, hr_sftp@company.com.

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✅ Solution Summary

• VLOOKUP connects data across sheets using a shared key (like an ID or name).
• It saves time, reduces manual searching, and maintains consistency in large Excel reports.
• Ideal for ERP, HR, and Integration tracking spreadsheets where details are stored in separate tables.

Microsoft Excel - Printing an excel worksheet

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Viewing Your Document in Print Preview (Excel / Word)

Here’s a short guide 👇

🪟 In Microsoft Excel or Word:

1. Click the File tab.
2. Choose Print from the left menu.
3. The right side of the screen shows the Print Preview of your document.

🖱️ Shortcut:

• Press Ctrl + F2 to open Print Preview directly.

💡 Use it to:

• Check page layout, margins, headers/footers, and alignment before printing.
• Make sure your document fits properly on the page.

Changing the Margins, Scaling, and Orientation in Excel (or Word)

🧾 1. Open Print Preview

• Go to File → Print
  (or press Ctrl + F2)

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📏 2. Change Margins

• Click Margins drop-down (below Settings).
• Choose:
  • Normal – default margin
  • Wide – larger space around content
  • Narrow – fits more data on a page
• Or select Custom Margins to set your own.

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↕️ 3. Change Orientation

• Click Orientation drop-down.
• Choose:
  • Portrait (vertical)
  • Landscape (horizontal)

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📐 4. Change Scaling

• Click Scaling (or No Scaling option).
• Choose:
  • Fit Sheet on One Page
  • Fit All Columns on One Page
  • Fit All Rows on One Page
  • Or set Custom Scaling Options for exact fit.

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✅ Tip:
Use Page Layout → Page Setup group for the same options without opening Print Preview.

Working with Page Layout View in Excel 📄

🔹 What It Does

Page Layout View lets you see how your worksheet will look when printed — including margins, headers, footers, and page breaks.

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🧭 How to Open

1. Go to the View tab.
2. In the Workbook Views group, click Page Layout View.
   (Or click the Page Layout icon at the bottom-right of the Excel window.)

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⚙️ What You Can Do in This View

• See how data fits on each page.
• Add or edit headers and footers directly.
• Adjust margins by dragging the margin lines.
• Change page orientation (Portrait/Landscape).
• Insert page breaks visually.
• View gridlines, titles, and backgrounds as they’ll appear when printed.

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🪄 Tip:

Switch back anytime with:

• Normal View – for regular editing.
• Page Break Preview – to adjust page breaks only.

Adding Header and Footer Content in Excel 🧾

📍 What It Does

Headers and footers appear at the top and bottom of every printed page — useful for titles, dates, or page numbers.

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🧭 How to Add a Header or Footer

1. Go to the Insert tab.
2. Click Text → Header & Footer.
   Excel switches to Page Layout View automatically.
3. Click inside the Header or Footer area.
4. Type your text or use the Header & Footer Elements tab to insert:
   • 📅 Date
   • ⏰ Time
   • 📄 Page Number
   • 📊 Sheet Name
   • 📁 File Path or File Name

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🧩 Quick Shortcuts

• &[Date] → Inserts current date
• &[Page] → Inserts page number
• &[File] → Inserts file name

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🔄 Exit Header/Footer Mode

Click anywhere outside the header or footer area or switch back to Normal View (View tab → Normal).

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Printing a Specific Range of Cells in Excel 🖨️

📏 To Print Only Selected Cells:

1. Select the range of cells you want to print.
2. Go to the Page Layout tab → Print Area → Set Print Area.
   • Excel marks this selection as the printable area.
3. To check it: Go to File → Print (or press Ctrl + F2)
   → You’ll see only that selected range in Print Preview.

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🧭 To Clear or Change the Print Area:

• Page Layout → Print Area → Clear Print Area
  (then you can set a new one).

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💡 Tip:

If you often print the same range, save the file — Excel remembers the print area for next time.

Microsoft Excel - Creating basic charts in excel

📊 Creating a Column Chart in Excel

1. Select the data range you want to chart.
2. Go to Insert → Column or Bar Chart.
3. Choose a Column Chart style (Clustered, Stacked, etc.).
4. Use Chart Design and Format tabs to customize title, colors, and layout.

🎨 Working with the Excel Chart Ribbon

1. Click your chart — two tabs appear: Chart Design and Format.
2. Chart Design: change chart type, layout, style, switch rows/columns, select data.
3. Format: adjust colors, shapes, text, and chart elements’ styles.

✏️ Adding & Modifying Data on an Excel Chart

1. Click the chart → go to Chart Design → Select Data.
2. Click Add, Edit, or Remove to change data series.
3. Drag blue or green borders in the worksheet to adjust the data range.
4. Chart updates automatically with new or changed data.

Note: Select 1 row or rows and then press CTRL + select rows again which you want to show.

🎨 Formatting an Excel Chart

1. Click the chart to show Chart Design and Format tabs.
2. Use Chart Design to change style, layout, or colors.
3. Use Format to edit fonts, shapes, borders, and backgrounds.
4. Right-click elements (title, axis, legend) → choose Format for detailed options.

📂 Moving a Chart to Another Worksheet

1. Click the chart.
2. Go to Chart Design → Move Chart.
3. Choose New Sheet or Object in (select worksheet).
4. Click OK — the chart moves to the chosen location.

🥧 Working with Excel Pie Charts

1. Select data (labels + values).
2. Insert → Pie Chart → choose style (2-D, 3-D, Doughnut).
3. Use Chart Design to change layout or style.
4. Use Format to adjust colors, borders, and text.
5. Add Data Labels for values or percentages.

Microsoft Excel - Inserting shapes and images into an excel worksheet

🖼️ Inserting Images in Excel 

1. Go to Insert tab.
2. Click Pictures → choose This Device, Stock Images, or Online Pictures.
3. Select the image → click Insert.

✅ Tip: Resize or move the image as needed.

➕ Insert & Format Shapes in Excel

1. Insert tab → Shapes → pick a shape.
2. Draw on sheet.
3. Use Shape Format tab to change color, outline, or effects.

💡 Working with SmartArt in Excel

1. Go to Insert → SmartArt.
2. Choose a category (List, Process, Cycle, etc.) → click OK.
3. A SmartArt graphic appears — type text directly in boxes or use the Text Pane.
4. Use SmartArt Design tab to change layout or color.
5. Use Format tab to style shapes, text, or effects.

Microsoft Excel - Formatting data in an excel workbook

Working with Font Formatting Commands 🎨 Font Formatting Commands Overview

Font formatting lets you change the appearance of text — making data more readable and visually appealing.

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🧱 Common Font Formatting Commands

Command	Description	Shortcut
Bold (B)	Makes text darker and thicker	Ctrl + B
Italic (I)	Slants text to the right	Ctrl + I
Underline (U)	Adds a line below text	Ctrl + U
Font Type	Changes the style (e.g., Arial, Calibri, Times New Roman)	—
Font Size	Changes the size of the text (e.g., 10, 12, 14 pt)	—
Font Color	Changes text color	—
Fill Color	Adds background color to cells	—
Strikethrough	Draws a line through text	Ctrl + 5
Increase/Decrease Font Size	Makes text larger or smaller	Ctrl + Shift + > / <

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🧰 How to Use Font Formatting Commands

1. Select the cell(s) or text you want to format.
2. Go to the Home tab → Font group.
3. Click the desired command — Bold, Font Color, Size, etc.
4. Alternatively, use keyboard shortcuts for quicker access.

🎨 Change Background Color in Excel

1. Select the cell(s).
2. Go to Home → Fill Color (🪣).
3. Pick a color.

Shortcut: Alt + H + H
Tip: Use Font Color (A) to change text color.

➿ Add Borders in Excel

1. Select the cell(s).
2. Go to Home → Borders (▢).
3. Choose a border style.

Shortcut: Alt + H + B

💰 Format as Currency

1. Select the cell(s).
2. Go to Home → Number Format → Currency.

Shortcut: Ctrl + Shift + $

📊 Format as Percentage

1. Select the cell(s).

2. Go to Home → Number Format → Percentage.

Shortcut: Ctrl + Shift + %

Increase/Decrease Decimal in Excel

• Increase Decimal: Adds more digits after decimal.
• Decrease Decimal: Removes digits after decimal.

Example:

• Cell A1 = 45.6
• Increase Decimal → 45.60 → 45.600
• Decrease Decimal → 45.60 → 45.6

Excel Format Painter:

Quickly copy formatting (font, color, borders, number format, alignment) from one cell/range to another without changing the content.

1. Select cell with desired format.
2. Click Format Painter.
3. Click/drag on target cells.
4. Double-click for multiple uses; press Esc to stop.

Merge & Center in Excel

• Purpose: Combines selected cells into one and centers the content.
• How to:
  1. Select cells to merge.
  2. Home → Merge & Center.
• Example:
  • Cells A1:C1 contain “Sales” → Merge & Center → single cell A1 shows Sales centered.

Creating Styles in Excel

• Purpose: Quickly apply a set of formats (font, color, borders, number format) to cells.

• How to:

  1. Home → Cell Styles → New Cell Style.
  2. Name the style and choose formats.
  3. Apply by selecting cell(s) → click your style.

• Example:

• Create a style named “Highlight” → yellow fill + bold text → apply to important data cells.

Using Conditional Formatting in Excel

• Purpose: Automatically format cells based on rules/conditions (e.g., highlight values, change colors).

• How to:

  1. Select cells.
  2. Home → Conditional Formatting.
  3. Choose a rule type (e.g., Highlight Cells Rules, Top/Bottom Rules, Data Bars, Color Scales).
  4. Set condition and format.

• Example:

• Cells A1:A10 → Highlight >50 → fill color red.

Editing Conditional Formatting in Excel

• How to:

  1. Select the cells with conditional formatting.
  2. Home → Conditional Formatting → Manage Rules.
  3. Select the rule → Edit Rule to change condition or format.
  4. Click OK to save changes.

• Example:

  • Original rule: Highlight cells >50 in red.
  • Edit rule → change to >75 → now only values >75 are highlighted.

OIC - Cash Actual and Forecast Cost Data Transfer from ERP to GTMS

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🧩 Use Case: Cash Actual and Forecast Cost Data Transfer from ERP to GTMS

🎯 Objective

Automate extraction of Cash Actual and Forecast Cost data from ERP CM (Cash Management) using ESS → BIP flow, and deliver transformed files to GTMS shared folder, followed by a trigger file.

Here we will learn the following key concepts in Oracle Integration Cloud (OIC):

1. Calling an ESS Job (ESS → BIP) from OIC – Learn how to trigger a report or process in ERP Cloud by invoking an ESS job that generates a BIP report with required parameters.

2. Subscribing to an Event – Understand how to configure OIC to listen for ERP bulk export events (triggered when the ESS job completes successfully) and automatically start the next integration flow.

3. Downloading File from ESS Job – Learn how to retrieve the BIP output file from ERP Cloud once the job completes, using the ERP adapter or REST API.

4. Updating Lookup for Sequence Number – Explore how to use an OIC lookup table to maintain and update a unique sequence number, which is later used in the output file name and trigger file.

5. Trigger File Concept – Understand the purpose of a trigger file, a small control file (e.g., .trg or .txt) sent along with the main data file to the target system (like GTMS) to signal that the main file is ready for processing.

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⚙️ Solution Overview

The integration flow is divided into two main schedulers and one event-driven main service.

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1️⃣ Scheduler Integration – Cash Actual Extract

Name: SCHED_CashActual_Extract

Purpose:
Trigger ERP ESS job to generate the Cash Actual Report via BIP with parameters.

Steps:

1. Read From Date and To Date parameters (scheduler inputs).
2. Invoke ERP Cloud Adapter →ErpIntegrationService >> exportBulkData operation (for Cash Actual BIP report).
3. Set parameters like report name, date range.
1. JobOptions = "EnableEvent = Y" in ESS payload for bulk export (so ERP emits event once report is ready)
2. Job name= jobpackagename,jobdefinitionname
3. Parameterlist: concat($FromDate,",",$ToDate)

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2️⃣ Scheduler Integration – Forecast Cost Extract

Name: SCHED_ForecastCost_Extract

Purpose:
Same as above, but for Forecast Cost BIP report.

Steps:

1. Read From Date and To Date parameters.
2. Submit ESS job for Forecast Cost BIP report (with EnableEvent = Y).
3. ERP emits event on report completion.
4. Store metadata if required.

ESS job creation:

My enterprise >> setup and maintenance >> search tasks >> Manage Enterprise Scheduler >> click manage Enterprise Scheduler Job Definttions and job sets for financial, supply chain management and related .. >>create >>

Create BIP reports:

Tools >> Reports and Analytics >> Browse Catalog >> create Data Model and Report 

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3️⃣ Event-Driven Main Service – ERP Event Handler

Name: EVT_ERP_BulkExport_Handler

Trigger:
ERP Bulk Export Event (emitted when ESS job completes with event-enabled flag).

Purpose:
Process the exported BIP file, transform, send to GTMS folder, generate trigger file, and update lookup.

Steps:

1. Subscribe to ERP event (ERP → OIC via ERP Cloud Adapter).
2. Download file from ERP content repository (using ERP REST API or File Download endpoint).
3. Get sequence number from OIC Lookup (e.g., SEQ_LOOKUP).
   • This number is used in both output filename and trigger file content.
4. Transform ERP report data to GTMS file structure (using XSLT or Stage File mapping).
5. Write output file to GTMS shared folder (via FTP/SFTP adapter).
   • Example filename:

     CashForecast_<SeqNum>_<YYYYMMDD>.csv
     

6. Generate trigger file (e.g., .TRG or .TXT) with content containing sequence number or status.
   • Example content:

     FILE_NAME=CashForecast_102_20251022.csv
     STATUS=SUCCESS
     

7. Upload trigger file to the same GTMS folder.
8. Update lookup (increment sequence number) to mark completion.
9. Send optional notification or audit log update.

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🧱 Components Used

Component	Type	Description
Scheduler	Integration	Triggers ESS jobs for Cash Actual & Forecast
ERP Adapter	Connection	Used for ESS job submission and file download
Lookup	Configuration	Stores and updates sequence number
FTP/SFTP Adapter	Connection	For GTMS shared folder file delivery
Event Subscription	Mechanism	ERP Bulk Export event triggers main flow
XSLT Mapping	Transformation	To convert ERP BIP file to GTMS expected format

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🪜 End-to-End Flow Summary

1. Scheduler 1 & 2 trigger ESS jobs for each report (Cash Actual & Forecast Cost).
2. ESS jobs generate BIP reports and emit events (eventEnabled=Y).
3. Main Event Integration is triggered → downloads BIP output.
4. Transforms and uploads the data file to GTMS shared folder.
5. Retrieves sequence from lookup, updates it post success.
6. Creates trigger file, uploads it to the GTMS folder.
7. End.

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🧭 High-Level Architecture Diagram

             +--------------------+
             |  Scheduler 1       |
             | (Cash Actual)      |
             +---------+----------+
                       |
                       | Submit ESS Job (BIP)
                       v
             +--------------------+
             |  Oracle ERP Cloud  |
             |  (ESS + BIP Report)|
             +---------+----------+
                       |
                       | Event (Bulk Export)
                       v
             +-----------------------------+
             |  OIC Main Event Integration |
             |  (EVT_ERP_BulkExport_Handler)|
             +---------+----------+---------+
                       |          |
               Download File     Lookup Sequence
                       |          |
                       v          v
             +----------------------------+
             |  Transform (XSLT Mapping)  |
             +-------------+--------------+
                           |
                 Upload to GTMS Folder
                           |
                           v
             +----------------------------+
             | Generate & Send Trigger File|
             +-------------+--------------+
                           |
                     Update Lookup
                           |
                           v
                    Integration Success

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✅ Error Handling & Retry Strategy

• ESS job failure: Capture and notify via email/log.
• File download error: Retry with exponential delay (3 attempts).
• Lookup update failure: Rollback or queue update post success.
• GTMS upload failure: Use stage file retry or fault handler to reattempt.

Microsoft Excel - Modifying an excel worksheet

Hiding and Unhiding Excel Rows and Columns

Hiding Rows/Columns: Select them → Right-click → Hide.
Unhiding Rows/Columns: Select nearby rows/columns → Right-click → Unhide.

Renaming an excel sheet

1. Double-click the sheet tab → Type new name → Press Enter.
2. Right-click the sheet tab → Select Rename → Type new name → Press Enter.

Note: Similarly we can delete the sheet.

Changing the Width and Height of Cells

Drag row/column border or Right-click → Row Height / Column Width → Enter value.

Moving and Copying an Excel Worksheet

Move: Drag sheet tab to new spot.
Copy: Hold Ctrl and drag sheet tab.

Move or copy an excel sheet from one to another workbook

Right-click sheet tab → Move or Copy → Choose workbook → Check Create a copy (if needed) → Click OK.

Inserting and Deleting Rows and Columns

Insert:

• Use Ctrl + + (plus).
• Or Right-click → Insert.

Delete:

• Use Ctrl + – (minus).
• Or Right-click → Delete.

Tip: Ctrl + Shift + + inserts entire row/column.