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Overview

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Shizhong Yu edited this page Jan 4, 2021 · 10 revisions

This overview section will attempt to describe the inner workings of this tool with a high-level overview.

Description of the workflow:

Lifecycle workflow reports are generated on daily basis. Serves as primary reporting aggregate for operation teams.

In general the operation for all lifecycle workflow can be generalized to taking data from an input file and process them with predetermined formatted excel sheet inside the work in progress (WIP) template, then copy them to final template.

There are few variations of input files depending on the banner, but generally the number of input files are 3 to 4.

The operations further divides into 3 types of operations ranking from simple operations to slightly more complex ones with added steps. The tasks that needs to be done on workflow template are categorized as follows:

The WIP operation is made up by a combination of the above operation types, usually have one set of operation associated per input file in each banner.

For example, theBay banner has 4 input files, therefore has 4 operations, with a mix of operation types. Each operation type has its own version of user settings to guide its operations.

Workflow Steps

This is general description of the steps taken by the automation program behind the scenes.

  1. Input files are read via user input files and settings are built based on the settings files(TODO Link to settings page)
  2. Template files are copied to local temporary folder, due to considerations of network drive transfer is vastly slower compared to local operations. The temporary templates are opened awaiting for input files to be processed.
  3. Input files are opened in sequence to complete each banner's required operations.
  4. WIP Template will first go through validation, then copying operation to final template starts.
  5. The temporary files are saved.
  6. Output files are generated and transferred to output folders in accordance of user settings.

Settings Options

Settings are divided into banner settings and worksheet settings. The following describe general functionalities each settings serve.

In each banner's settings, there are common components that are shared by all the banners. Each banner will have some unique settings associated, for full information, please refer to Settings Section

Banner Settings
  • Date
  • Output folder locations
  • Input file locations
  • Default name and passwords
  • Option to generate WIP with formula intact (Debugging purpose at cost of loading time)
Worksheet Settings
  • Locations of cells being copied
  • Adjustable template formats for future changes.
  • Adjustable worksheet names.

For more information please refer to the individual pages in relevant section.

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