Quick Win Scenarios

     
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"Quick Win" Scenarios are project files which allow you to get useful work out of QuSheet relatively quickly.   
 
 
 
"Quick Win" Scenarios are project files which allow you to get useful work out of QuSheet relatively quickly.   
 

"Quick Win" Scenarios are project files which allow you to get useful work out of QuSheet relatively quickly.
     
Instructions   
      
     Each of the headings below provides a scenario that will work with QuSheet. Further details point to sample output, source project file, and the first page in a series of short on-line tutorials (typically one or two) showing you how to modify each scenario for your own use.   
      
     Information common to all Quick Wins is gathered under the "General Notes regarding all Quick Wins" heading.   
 
 
Instructions   »  
 

Instructions

 
Each of the headings below provides a scenario that will work with QuSheet. Further details point to sample output, source project file, and the first page in a series of short on-line tutorials (typically one or two) showing you how to modify each scenario for your own use.
 
Information common to all Quick Wins is gathered under the "General Notes regarding all Quick Wins" heading.
     
General Notes regarding All Quick Wins   
      
     Getting Started   
           
          Once you have licenced and installed QuSheet, and downloaded the QuickWin project source, open the source project using File / Open.   
           
          From the Sheet tab, press Generate, or select Generate from the Sheet menu, to create your initial output.   
           
          Once Generation has taken place successfully, a label next to the Generate button will display the date and time of generation, and the View button will be enabled.   
           
          Use the View button, or select View from the Sheet menu, to invoke your preferred browser (specified under Preferences / Resources) on the output file that QuSheet has generated (found in the same directory as your project file and called Project.Sheet.html).   
      
     Basic Data Changes   
           
          All quick win scenarios have been set up with a greeting message, which you can change from either Workbook / Tables or Sheet / + Table Additions, using the table “greeting”, and a farewell message which can be changed in the same way.   
           
          Between the greeting and farewell invocation (from the Sheet Entry) two there will be one or more headings or tables invoked depending on the quick win scenario.   
           
          Whether you change these tables using Workbook or Sheet depends on whether you wish to make a change once for all your sheets or whether you are generating more than one sheet (as is the case with some of the Quick Win scenarios) and you want to vary the information between them.   
           
          If you want to embed new lines in text within a table, you must use the text "(NL)" and ensure that the corresponding generation parameter (under Workbook / Generation – and near the bottom on the right hand side) is set to yes.   
           
          When dealing with dates and times, right click to bring up a list of options to allow you to use the date and time picker dialog boxes.   
           
          When you are looking at a display table, such as that which accompanies the Workbook / Tables tab page, a View item appears on your menu bar. From here, you can select “default” to restore your display table to a default setting, in case you have lost some columns of information.   
           
          The usage message at the top of the output is changed using one of the Generation parameters, generally under Workbook rather than an individual sheet.   
           
          The title for a sheet is changed in the same way.   
      
     Common Styling Changes   
           
          Use “z default” under “Default” to change the background colour for the whole sheet.   
           
          Use “_ greeting” and “_ farewell” in the same way to change the background, or foreground, colours for the greeting and farewell messages.   
           
          All styles which you are expected to want to change have been named with a “ _” at the beginning to force them to the top of the style list.   
           
          Styles beginning with “z “ are QuSheet’s default styles, which may be modified but not removed. You will probably only want to modify “z default”.   
 
 
General Notes regarding All Quick Wins   »  
 

General Notes regarding All Quick Wins

 
Getting Started
 
Basic Data Changes
 
Common Styling Changes

Getting Started

 
Once you have licenced and installed QuSheet, and downloaded the QuickWin project source, open the source project using File / Open.
 
From the Sheet tab, press Generate, or select Generate from the Sheet menu, to create your initial output.
 
Once Generation has taken place successfully, a label next to the Generate button will display the date and time of generation, and the View button will be enabled.
 
Use the View button, or select View from the Sheet menu, to invoke your preferred browser (specified under Preferences / Resources) on the output file that QuSheet has generated (found in the same directory as your project file and called Project.Sheet.html).

Basic Data Changes

 
All quick win scenarios have been set up with a greeting message, which you can change from either Workbook / Tables or Sheet / + Table Additions, using the table “greeting”, and a farewell message which can be changed in the same way.
 
Between the greeting and farewell invocation (from the Sheet Entry) two there will be one or more headings or tables invoked depending on the quick win scenario.
 
Whether you change these tables using Workbook or Sheet depends on whether you wish to make a change once for all your sheets or whether you are generating more than one sheet (as is the case with some of the Quick Win scenarios) and you want to vary the information between them.
 
If you want to embed new lines in text within a table, you must use the text "(NL)" and ensure that the corresponding generation parameter (under Workbook / Generation – and near the bottom on the right hand side) is set to yes.
 
When dealing with dates and times, right click to bring up a list of options to allow you to use the date and time picker dialog boxes.
 
When you are looking at a display table, such as that which accompanies the Workbook / Tables tab page, a View item appears on your menu bar. From here, you can select “default” to restore your display table to a default setting, in case you have lost some columns of information.
 
The usage message at the top of the output is changed using one of the Generation parameters, generally under Workbook rather than an individual sheet.
 
The title for a sheet is changed in the same way.

Common Styling Changes

 
Use “z default” under “Default” to change the background colour for the whole sheet.
 
Use “_ greeting” and “_ farewell” in the same way to change the background, or foreground, colours for the greeting and farewell messages.
 
All styles which you are expected to want to change have been named with a “ _” at the beginning to force them to the top of the style list.
 
Styles beginning with “z “ are QuSheet’s default styles, which may be modified but not removed. You will probably only want to modify “z default”.
     
Accounts   
      
     This project creates an output file with an expandable line showing a list of accounts for a given year/month period. The first level of detail shows a monthly summary (IN, OUT, Running TOTAL), the second detailed lines showing category, date, amount and explanation.   
           
          source   
           
          sample output   
           
          tutorial   
 
 
Accounts   »  
 

Accounts

 
This project creates an output file with an expandable line showing a list of accounts for a given year/month period. The first level of detail shows a monthly summary (IN, OUT, Running TOTAL), the second detailed lines showing category, date, amount and explanation.

This project creates an output file with an expandable line showing a list of accounts for a given year/month period. The first level of detail shows a monthly summary (IN, OUT, Running TOTAL), the second detailed lines showing category, date, amount and explanation.

 
source
 
sample output
 
tutorial
     
Leaflet   
      
     This project is used to put together dynamic documents with paragraphs of text, and paragraphs within paragraphs, in an easy way, together with a simple system to allow you to include or exclude paragraphs on the basis of fields which you can vary between different sheets (for example, if sheets match to members of a club, some paragraphs can be put out to regular members and others to executive members).   
           
          source   
           
          sample output   
           
          tutorial   
 
 
Leaflet   »  
 

Leaflet

 
This project is used to put together dynamic documents with paragraphs of text, and paragraphs within paragraphs, in an easy way, together with a simple system to allow you to include or exclude paragraphs on the basis of fields which you can vary between different sheets (for example, if sheets match to members of a club, some paragraphs can be put out to regular members and others to executive members).

This project is used to put together dynamic documents with paragraphs of text, and paragraphs within paragraphs, in an easy way, together with a simple system to allow you to include or exclude paragraphs on the basis of fields which you can vary between different sheets (for example, if sheets match to members of a club, some paragraphs can be put out to regular members and others to executive members).

 
source
 
sample output
 
tutorial
     
Plan   
      
     This project presents a simple phased activity list. You supply the phases and the activities within those phases, with their durations, and a start date, and QuSheet works out and presents when all those phases and activities start and end, taking into account holidays and weekends.   
           
          source   
           
          sample output   
           
          tutorial   
 
 
Plan   »  
 

Plan

 
This project presents a simple phased activity list. You supply the phases and the activities within those phases, with their durations, and a start date, and QuSheet works out and presents when all those phases and activities start and end, taking into account holidays and weekends.

This project presents a simple phased activity list. You supply the phases and the activities within those phases, with their durations, and a start date, and QuSheet works out and presents when all those phases and activities start and end, taking into account holidays and weekends.

 
source
 
sample output
 
tutorial
     
Price List and Bill by Category   
      
     A scenario consisting of two sheets: one to generate a price list (with categories) and one to generate either a quotation or a bill for a purchase. Both sheets work from the same price data.   
           
          source   
           
          sample output for price list   
           
          sample output for purchase   
           
          tutorial   
 
 
Price List and Bill by Category   »  
 

Price List and Bill by Category

 
A scenario consisting of two sheets: one to generate a price list (with categories) and one to generate either a quotation or a bill for a purchase. Both sheets work from the same price data.

A scenario consisting of two sheets: one to generate a price list (with categories) and one to generate either a quotation or a bill for a purchase. Both sheets work from the same price data.

 
source
 
sample output for price list
 
sample output for purchase
 
tutorial
     
Schedule   
      
     This scenario presents the schedule for a conference taking place with multiple venues, over multiple dates and with multiple speakers. Three areas of output are defined – a summary by date, a summary first by venue then by date, and a summary of the speakers.   
           
          source   
           
          sample output   
           
          tutorial   
 
 
Schedule   »  
 

Schedule

 
This scenario presents the schedule for a conference taking place with multiple venues, over multiple dates and with multiple speakers. Three areas of output are defined – a summary by date, a summary first by venue then by date, and a summary of the speakers.

This scenario presents the schedule for a conference taking place with multiple venues, over multiple dates and with multiple speakers. Three areas of output are defined – a summary by date, a summary first by venue then by date, and a summary of the speakers.

 
source
 
sample output
 
tutorial
 

 « Instructions
 
Each of the headings below provides a scenario that will work with QuSheet. Further details point to sample output, source project file, and the first page in a series of short on-line tutorials (typically one or two) showing you how to modify each scenario for your own use.   
 
Information common to all Quick Wins is gathered under the "General Notes regarding all Quick Wins" heading.   

 « General Notes regarding All Quick Wins
 
Getting Started   »  
 
Basic Data Changes   »  
 
Common Styling Changes   »  

 « Accounts
 
This project creates an output file with an expandable line showing a list of accounts for a given year/month period. The first level of detail shows a monthly summary (IN, OUT, Running TOTAL), the second detailed lines showing category, date, amount and explanation.   »  

 « Leaflet
 
This project is used to put together dynamic documents with paragraphs of text, and paragraphs within paragraphs, in an easy way, together with a simple system to allow you to include or exclude paragraphs on the basis of fields which you can vary between different sheets (for example, if sheets match to members of a club, some paragraphs can be put out to regular members and others to executive members).   »  

 « Plan
 
This project presents a simple phased activity list. You supply the phases and the activities within those phases, with their durations, and a start date, and QuSheet works out and presents when all those phases and activities start and end, taking into account holidays and weekends.   »  

 « Price List and Bill by Category
 
A scenario consisting of two sheets: one to generate a price list (with categories) and one to generate either a quotation or a bill for a purchase. Both sheets work from the same price data.   »  

 « Schedule
 
This scenario presents the schedule for a conference taking place with multiple venues, over multiple dates and with multiple speakers. Three areas of output are defined – a summary by date, a summary first by venue then by date, and a summary of the speakers.   »  

 « Getting Started
 
Once you have licenced and installed QuSheet, and downloaded the QuickWin project source, open the source project using File / Open.   
 
From the Sheet tab, press Generate, or select Generate from the Sheet menu, to create your initial output.   
 
Once Generation has taken place successfully, a label next to the Generate button will display the date and time of generation, and the View button will be enabled.   
 
Use the View button, or select View from the Sheet menu, to invoke your preferred browser (specified under Preferences / Resources) on the output file that QuSheet has generated (found in the same directory as your project file and called Project.Sheet.html).   

 « Basic Data Changes
 
All quick win scenarios have been set up with a greeting message, which you can change from either Workbook / Tables or Sheet / + Table Additions, using the table “greeting”, and a farewell message which can be changed in the same way.   
 
Between the greeting and farewell invocation (from the Sheet Entry) two there will be one or more headings or tables invoked depending on the quick win scenario.   
 
Whether you change these tables using Workbook or Sheet depends on whether you wish to make a change once for all your sheets or whether you are generating more than one sheet (as is the case with some of the Quick Win scenarios) and you want to vary the information between them.   
 
If you want to embed new lines in text within a table, you must use the text "(NL)" and ensure that the corresponding generation parameter (under Workbook / Generation – and near the bottom on the right hand side) is set to yes.   
 
When dealing with dates and times, right click to bring up a list of options to allow you to use the date and time picker dialog boxes.   
 
When you are looking at a display table, such as that which accompanies the Workbook / Tables tab page, a View item appears on your menu bar. From here, you can select “default” to restore your display table to a default setting, in case you have lost some columns of information.   
 
The usage message at the top of the output is changed using one of the Generation parameters, generally under Workbook rather than an individual sheet.   
 
The title for a sheet is changed in the same way.   

 « Common Styling Changes
 
Use “z default” under “Default” to change the background colour for the whole sheet.   
 
Use “_ greeting” and “_ farewell” in the same way to change the background, or foreground, colours for the greeting and farewell messages.   
 
All styles which you are expected to want to change have been named with a “ _” at the beginning to force them to the top of the style list.   
 
Styles beginning with “z “ are QuSheet’s default styles, which may be modified but not removed. You will probably only want to modify “z default”.   

 « This project creates an output file with an expandable line showing a list of accounts for a given year/month period. The first level of detail shows a monthly summary (IN, OUT, Running TOTAL), the second detailed lines showing category, date, amount and explanation.
 
source   
 
sample output   
 
tutorial   

 « This project is used to put together dynamic documents with paragraphs of text, and paragraphs within paragraphs, in an easy way, together with a simple system to allow you to include or exclude paragraphs on the basis of fields which you can vary between different sheets (for example, if sheets match to members of a club, some paragraphs can be put out to regular members and others to executive members).
 
source   
 
sample output   
 
tutorial   

 « This project presents a simple phased activity list. You supply the phases and the activities within those phases, with their durations, and a start date, and QuSheet works out and presents when all those phases and activities start and end, taking into account holidays and weekends.
 
source   
 
sample output   
 
tutorial   

 « A scenario consisting of two sheets: one to generate a price list (with categories) and one to generate either a quotation or a bill for a purchase. Both sheets work from the same price data.
 
source   
 
sample output for price list   
 
sample output for purchase   
 
tutorial   

 « This scenario presents the schedule for a conference taking place with multiple venues, over multiple dates and with multiple speakers. Three areas of output are defined – a summary by date, a summary first by venue then by date, and a summary of the speakers.
 
source   
 
sample output   
 
tutorial   

-> output produced by QuSheet, licenced to "Richard Develyn", 31 Dec 2009 130|1|24094