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Sometimes Excel will notice itself, and trigger a recalculation on load, but unless you know you are using volatile functions it's generally best to trigger a Recalulation through POI. The code currently provides implementations for all the arithmatic operators.

It also provides implementations for approx. The framework however makes it easy to add implementation of new functions.

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See the Formula evaluation development guide and javadocs for details. User-defined functions are supported , but must be rewritten in Java and registered with the macro-enabled workbook in order to be evaluated.


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The following code demonstrates how to use the FormulaEvaluator in the context of other POI excel reading code. Thus using the retrieved value of type FormulaEvaluator. CellValue - a nested class returned by FormulaEvaluator is similar to using a Cell object containing the value of the formula evaluation.

CellValue is a simple value object and does not maintain reference to the original cell. If it isn't, then no changes will be made to it. If it is, then the formula is evaluated. The value for the formula is saved alongside it, to be displayed in excel. The formula remains in the cell, just with a new value. If it is, then the formula is evaluated, and the new value saved into the cell, in place of the old formula. In certain cases you may want to force Excel to re-calculate formulas when the workbook is opened.

Consider the following example:. Open Excel and create a new workbook. Excel automatically calculates formulas and the value in C1 is 2. So far so good. Now open workbook2. The point is that Excel caches previously calculated results and you need to trigger recalculation to updated them. It is not an issue when you are creating new workbooks from scratch, but important to remember when you are modifing existing workbooks with formulas.

This can be done in two ways:. Delegate re-calculation to Excel. The application will perform a full recalculation when the workbook is opened:. It is possible for a formula in an Excel spreadsheet to refer to a Named Range or Cell in a different workbook. These cross-workbook references are normally called External References. These are formulas which look something like:. If you don't have access to these other workbooks, then you should call setIgnoreMissingWorkbooks true to tell the Formula Evaluator to skip evaluating any external references it can't look up.

In order for POI to be able to evaluate external references, it needs access to the workbooks in question. As these don't necessarily have the same names on your system as in the workbook, you need to give POI a map of external references to open workbooks, through the setupReferencedWorkbooks java. You should normally do something like:. POI is not perfect and you may stumble across formula evaluation problems Java exceptions or just different results in your special use case. To support an easy detailed analysis, a special logging of the full evaluation is provided. The output of this logging may be very large depends on your EXCEL , so this logging has to be explicitly enabled for each single formula evaluation.

To verify disability status and tobacco usage for dependents, you must:. Download the person habit information for the relevant dependents. After you complete your edits, click Upload to load into the application database the rows that are marked as Changed. Uses the session effective date that you set when you generated the workbook as the start date for any edits or new rows that you entered in the workbook.

Deletes permanently all of the related effective-dated records from the application database. You can enroll participants in various programs, plans, and options using the integrated Microsoft Excel workbook. You can also designate dependents and beneficiaries in participant-enrolled plans. The high-level process for managing benefit enrollments using the integrated workbook is:. Prepare and upload data to interim table, resolving any identified workbook errors. Upload enrollments batch to database tables, resolving any identified processing errors.

You can process multiple life events by entering different effective dates in different workbook rows to handle successive historical changes for an individual. This preserves and uploads legacy historical data. The basic process for preparing and uploading workbook data to interim tables is:. After you upload your changes to an interim database, you run the Upload Benefit Enrollments batch process. The basic process for uploading workbook data to the application tables with the batch process is:. This topic details the information required when you enter batch records in the integrated Microsoft Excel workbook for benefit enrollments.

After completing the integrated workbook, you upload the rows to an interim batch table. After all workbook rows upload without errors, you run the Upload Benefit Enrollments batch process in the Evaluation and Reporting work area. The upload process loads only these rows to the interim batch table. When you click Delete Selected Rows , the upload deletes the data from the interim batch tables so that it is not available for the batch process.

Provided automatically by the upload process for each row after it loads the data into the interim batch table. Enter this value based on the person for whom you are entering the data. Benefits processing derives the existence of a started life event based on the combination of this date and the specified life event. Doesn't affect processing, the upload updates the field for the participant enrollment record. Yes : The process determines whether the participant has a potential life event for the combination of the life event name, life event occurred date, and benefit relationship.

If there is no valid potential life event, it creates and processes one. No : The process doesn't create the potential event or process life events automatically. You must manually add the life event using the Potential Life Event tab. Benefits processing derives a valid started life event for the participant based on this value. If you enter a rate amount, ensure that there is no value in coverage amount.

If you enter a coverage amount, ensure that there is no value in rate amount. Enter the name of the existing beneficiary organization or trust. If the beneficiary organization or trust doesn't exist as of the effective date, the beneficiary designation process fails. To create the organization or trust, which you can then use in the workbook, use the Manage Beneficiary Organizations task in the Enrollment work area.

If you enter a percentage amount, ensure that there is no value in beneficiary amount. If you enter a beneficiary amount, ensure that there is no value in beneficiary percentage. Yes : The process attempts to close the life event that it is processing, which is useful if it is processing multiple life events for the same participant, dependent, or beneficiary. No : The process doesn't close the life event, leaving it in the started state. Suspended results or pending action items don't allow the life event to close. In such cases, it remains unchanged and you must close this event before attempting to process the next event.

Uniquely identifies the batch line, which is referenced in error messages. Describes any errors that occurred during the Upload Benefits Enrollments batch process. Internal value used for Upload Benefits Enrollments batch processing. You must verify that the relevant plan and program configuration is set up and working correctly before uploading enrollment data using the workbook. More than rows negatively affects performance, and you can only download rows at a time to fix errors.

Enter plan, program, participant last, participant first, and option names exactly as they are in the application database. The names that you enter also must be valid as of the effective date and for the specified life event. Enter values in all of the required cells in a row; otherwise, the upload process skips the row.

Enter one of these valid values for Enrollment Type :. Enter a valid participant name in every row, even if the enrollment type is for dependent or beneficiary. Press Enter or click out of the current cell to ensure that the workbook recognizes your entry as a change. Double-click the Mark for Deletion cell in each workbook row that you want to delete. It uploads into the interim database table only the rows that are marked as Changed. The upload process also deletes permanently all of the related effective-dated records from the interim database table for each workbook row marked for deletion.

This makes the deleted records unavailable for enrollment processing. Next, you must upload your workbook data batch to the database tables. Use the Upload Benefit Enrollments batch process to update the application database with enrollment data that you uploaded to interim tables from the integrated Microsoft Excel workbook. You must first upload your enrollment data batch to the interim tables. In the Evaluation and Reporting work area, select the Processes tab.

In the Parameters section Batch Name field, select the name that corresponds to the name that you entered in your workbook. Note the request number in the Confirmation dialog box when the request completes processing to review log files for details. For each participant, the Upload Benefit Enrollments batch process completes:.

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If there are any errors that require review, the process rolls back and continues to the next participant, dependent, or beneficiary. If a participant enrollment fails, the batch process skips the associated designations, since they may be dependent on the participant enrollment completing without issues. To view any data issues with the batch lines and the rows that show errors in the Row Batch Status cell, you download the batch details into the workbook.

The workbook downloads all of the batch rows, not just the rows with errors.

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Each message generally has a line ID indicating the row that is causing issues. In the Audit Log field, if you select Yes when uploading the batch data, the upload process adds any error or information messages for each line to the audit log. Use the Upload Enrollment Certifications integrated workbook to upload details of certifications received from participants, dependents, and beneficiaries en masse.

The workbook columns and choice lists are the same as the fields and choice lists on the Enrollment Activities page in the Enrollment work area. Enter a row for each certification for each participant. You can enter multiple action items with several certifications for participants with several dependents or beneficiaries.

However, each certification's details must exist as a single row. After you complete the edits, in the Enrollment Certifications Upload tab, click Upload to load into the application table those rows that are marked as Changed. Use the Event field that is available in the benefit balances workbook and the benefit groups workbook. If you set the Event field to Yes, then the application creates life events for every record that the spreadsheet loader uploads. This could cause time outs especially when you're loading a large set of data.

Set the Event filter to No to skip creating life events, thus reducing the chance of a time out. Previous Next JavaScript must be enabled to correctly display this content. The basic process for managing person benefit groups using the workbook is: Generate and populate the workbook.

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Edit, add, and delete person benefit groups in the workbook. Upload edits. Resolve errors. Repeat these steps as many times as required to accommodate revisions. Click Prepare in Workbook. Editing, Adding, and Deleting Person Benefit Groups in the Workbook After the download is complete, view, edit, add, and delete existing person benefit group assignments. Edit the Benefits Group value. The upload process ignores edits in any other columns. Insert a row to add a person benefit group assignment. Delete data from the application database using these steps: Double-click the Mark for Deletion field in each workbook row that you want to delete.

Click Delete Selected Rows. Tip: You can't edit or enter the effective date in the workbook. To change the effective date, use one of these methods: Generate a new workbook with the new session effective date. You can't retrieve data deleted as part of the upload process. Uploading Edits After you complete your edits, click Upload.

The process: Uploads into the application database the workbook rows marked as Changed Uses the session effective date that you set when generating the workbook as the start date for any edits or new group assignments that you entered in the workbook End dates the prior group assignments as of the previous day for each edited row Retains the history Deletes permanently all of the related effective-dated records from the application database for each workbook row that is marked for deletion For each row marked for deletion in the workbook, the application permanently deletes all of the related effective-dated records from the application database.

Resolving Errors The upload process automatically updates the Status field in each workbook row. If there are errors that require review, the process: Rolls back the change in the application database Sets the workbook row status to Upload Failed Continues to the next workbook row To view and resolve an error: Double-click Update Failed in the Status field. Fix any data issues in the workbook. Upload the latest changes. Managing Person Benefit Balances in the Integrated Workbook: Procedure You can download person benefit balance information to the integrated Microsoft Excel workbook where you can add, edit, and delete balances.

The basic process for managing person benefit balances using the workbook is: Generate and populate the workbook. Edit, add, and delete person benefit balances in the workbook. Editing, Adding, and Deleting Person Benefit Balances in the Workbook After the download completes, view, edit, add, and delete person benefit balances. Insert a row to add a person balance. Delete data from the application database using these steps: Double-click the Mark for Deletion field in each workbook row that you want to delete from the application database.

Edit the date directly in the application using these steps: Search for the person in the Enrollment work area.

Run the Compatibility Checker for Excel 2007 and later

Click the Manage Person Benefit Balances task. The process: Uploads to the application tables only those rows marked as Changed Uses the session effective date that you set when you generated the workbook as the start date for any edits or new person benefit balances that you entered in the workbook End dates prior balances as of the previous day for each edited row Retains the history Deletes permanently all of the related effective-dated records from the application database for each workbook row that is marked for deletion Generate a new workbook after the successful upload to verify your edits.

Managing Person Habits in the Integrated Workbook: Procedure You can download person habit information, such as disability tobacco usage, to the integrated Microsoft Excel workbook. The basic process for managing person habits data using the workbook is: Generate and populate the workbook.

Edit, add, and delete person habits in the workbook. Resolve errors Repeat these steps as many times as required to accommodate revisions. In the generated workbook, enter the session effective date. Editing, Adding, and Deleting Person Habits in the Workbook After the download completes, you can view, edit, add, and delete existing person habits data.

Insert a row to add habit data for a new person.

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To identify the person, you must enter either the person number or these three values, in their respective fields: First name Last name Date of birth As denoted in the column header, person type is required for each new row. To verify disability status and tobacco usage for dependents, you must: Generate the integrated workbook. Uploading Edits After you complete your edits, click Upload to load into the application database the rows that are marked as Changed.

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The process: Uses the session effective date that you set when you generated the workbook as the start date for any edits or new rows that you entered in the workbook End dates the prior data row as of the previous day Retains the history Deletes permanently all of the related effective-dated records from the application database. Enrollment Data Upload in Workbook: Explained You can enroll participants in various programs, plans, and options using the integrated Microsoft Excel workbook.

The high-level process for managing benefit enrollments using the integrated workbook is: Prepare and upload data to interim table, resolving any identified workbook errors.

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