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By leveraging Excel table objects, the adapter ensures that data is dynamically updated and formatted properly. This setup provides flexibility for storing and customizing data retrieval and storage processes. Similarly for sending data we have the following configuration table: |
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Writing code in Visual Basic for Applications is challenging, so I chose a format that’s simple to parse and generate in VB, avoiding the need for a complex parser. Since we control both ends of the ‘pipe’ in this case it makes sense to do it this way. |
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Currently it’s invoking the session API of Iguana itself so every login is done with an Iguana login. I was a little lazy with how I did it - it doesn’t maintain a session. The authentication is just done using HTTP basic authentication. One could use #hash_tags on users if one wanted to restrict the data being given to particular users but for this example the code doesn’t do this for simplicity, the code uses Iguana's session API for login, relying on Iguana's own login credentials. However, it doesn't maintain a session and simply authenticates via HTTP basic authentication. For simplicity, the example code doesn't restrict data access per user, but this could be implemented using |
Advice about Reporting
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Built-in reporting tools because, while they’re quick to set up, they often hit limits and can’t combine data from different systems, like customer management and accounting. By extracting data from the source systems and store it in separate 'shadow' tables for easy querying gives more power and flexibility. It’s a first-principles method to give more flexibility and power when building reports. |
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