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Tips and Tricks for using Winshuttle in
Finance
Bob Glitch (SE) | Winshuttle
WINSHUTTLE USER GROUP CONFERENCE | LAS VEGAS 2016 2
General Tip #1
IF Debits Credits
WINSHUTTLE USER GROUP CONFERENCE | LAS VEGAS 2016 3
General Tip #1
IF Debits Credits POST
WINSHUTTLE USER GROUP CONFERENCE | LAS VEGAS 2016 4
General Tip #1
IF Debits Credits POST
IF Debits Credits
WINSHUTTLE USER GROUP CONFERENCE | LAS VEGAS 2016 5
General Tip #1
IF Debits Credits POST
IF Debits Credits PARK
WINSHUTTLE USER GROUP CONFERENCE | LAS VEGAS 2016 6
General Tip #1
IF Debits Credits POST
IF Debits Credits PARK
Tip #1
• One change in the mapper • No need to record a second script• Easier Script maintenance
WINSHUTTLE USER GROUP CONFERENCE | LAS VEGAS 2016 7
General Tip #1 (Screen Shots FB50)
WINSHUTTLE USER GROUP CONFERENCE | LAS VEGAS 2016 8
General Tip #1 (Screen Shots FB50)
WINSHUTTLE USER GROUP CONFERENCE | LAS VEGAS 2016 9
General Tip #1 (Screen Shots FB50)
GUI StatusDouble Click
WINSHUTTLE USER GROUP CONFERENCE | LAS VEGAS 2016 10
General Tip #1 (Screen Shots FB50)
WINSHUTTLE USER GROUP CONFERENCE | LAS VEGAS 2016 11
General Tip #1 (Screen Shots FB50)
WINSHUTTLE USER GROUP CONFERENCE | LAS VEGAS 2016 12
General Tip #1 (Screen Shots FB50)
WINSHUTTLE USER GROUP CONFERENCE | LAS VEGAS 2016 13
General Tip #1 (Winshuttle Mapper FB50)
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General Tip #1 (Winshuttle Mapper FB50)
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General Tip #1 (Winshuttle Mapper FB50)
WINSHUTTLE USER GROUP CONFERENCE | LAS VEGAS 2016 16
General Tip #1 (Winshuttle Mapper FB50)
WINSHUTTLE USER GROUP CONFERENCE | LAS VEGAS 2016 17
General Tip #2
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General Tip #2
A Script
Business User
Business User a field
Business User’s
No“in the future” “maybe”
Script
Give to Business User to Test
Business User
week
for a field
WINSHUTTLE USER GROUP CONFERENCE | LAS VEGAS 2016 19
General Tip #2 (Add a field to an existing script)
WINSHUTTLE USER GROUP CONFERENCE | LAS VEGAS 2016 20
General Tip #2 (Add a field to an existing script)
WINSHUTTLE USER GROUP CONFERENCE | LAS VEGAS 2016 21
General Tip #2 (Add a field to an existing script)
WINSHUTTLE USER GROUP CONFERENCE | LAS VEGAS 2016 22
General Tip #2 (Add a field to an existing script)
Hit F1
WINSHUTTLE USER GROUP CONFERENCE | LAS VEGAS 2016 23
General Tip #2 (Add a field to an existing script)
Hit F1
WINSHUTTLE USER GROUP CONFERENCE | LAS VEGAS 2016 24
General Tip #2 (Add a field to an existing script)
Hit F1
WINSHUTTLE USER GROUP CONFERENCE | LAS VEGAS 2016 25
General Tip #2 (Add a field to an existing script)
Hit F1
WINSHUTTLE USER GROUP CONFERENCE | LAS VEGAS 2016 26
General Tip #2 (Add a field to an existing script)
Hit F1
Tip #2
• No need to record a new script
• Hide ALL disabled fields
• Copy / Paste
WINSHUTTLE USER GROUP CONFERENCE | LAS VEGAS 2016 27
General Tip #3 (Properties)
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General Tip #3 (Properties)
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General Tip #3 (Properties)
WINSHUTTLE USER GROUP CONFERENCE | LAS VEGAS 2016 30
General Tip #3 (Properties)
WINSHUTTLE USER GROUP CONFERENCE | LAS VEGAS 2016 31
General Tip #3 (Properties)
WINSHUTTLE USER GROUP CONFERENCE | LAS VEGAS 2016 32
General Tip #3 (Properties)
WINSHUTTLE USER GROUP CONFERENCE | LAS VEGAS 2016 33
General Tip #3 (Properties)
Tip #3
• Use Properties
• Added controls• No Excel Programming
WINSHUTTLE USER GROUP CONFERENCE | LAS VEGAS 2016 34
General Tip #4 (My Personal Tips)
Excel Functionality is your Friend
• Use the power of Excel
• VBA
• Pivot Tables
• Formulas
• Download into Excel format
• Convert to Excel
WINSHUTTLE USER GROUP CONFERENCE | LAS VEGAS 2016 35
General Tip #4 (My Personal Tips)
“Roundtrip and Linking”
• Makes Automating a Process Easier
• Don’t miss any data
• Be proactive in finding errors
• Attach documents into SAP
• Don’t forget a step
WINSHUTTLE USER GROUP CONFERENCE | LAS VEGAS 2016 36
General Tip #5
Open Discussion