I'm designing an Excel Add-In UI. there are a few things I want Features I want to lay out
attaching a rough example of how my current add in looks (1st attachment)
Flow: user opens up an Excelbook with add-in open, he clicks Define Mapping. there is a streaming state and then the add-in pops open with some mapping.
"Define Mapping" --> this analyzes the workbook and lays out all of the line items of my workbook and how they're defined. I want functionality of being able to define a line item as having multiple segments (e.g. Sales & Marketing might have 3 different items that roll up into that 1 line item) --> see 2nd attachment for functionality example
I want there to be a page where I can upload a few PDFs, show a confirmation page of relative data hierarchy (for example, we will prioritize document 1 and 2 information to be most true in case conflicting data, next we will prioritize document 3, then doc 4, 5, 6). these documents will look like SEC filings like GOOG 2024 10-K and GOOG 1Q25. Then I will click a button that says "Template Autofill", which will essentially extract the right numbers from the sources and place them into my Excel workbook
Show some loading state
After everything is finished, there should be a button somewhere on the add-in UI that says "Examine source", when clicking that button, I will be directed to the right PDF document
Based on your requirements, I'll design a comprehensive Excel Add-In UI that includes all the functionality you've described. I'll create a React-based interface that can be integrated into an Excel Add-In.
I've designed a comprehensive Excel Add-In UI that implements all the features you requested. Here's a breakdown of the functionality:
Mapping Interface: Displays all line items from the workbook with:
Progress indicators for all processing operations:
This implementation matches your requirements and provides a seamless workflow from defining mappings to uploading documents, processing data, and examining sources.
Make the Define Mapping stage after you upload the Documents
make the line items be in the attached pic. the indented rows are actually sub items under the main item. if no sub items, then don't list them. should only be sub items for "Other Expenses", "Net Interest Income / (Expense)", and "Other Income / (Expense)"
Allow me to enter in a row by pressing "Add" on the "Define Mapping" sheet
Remove the + and the minus signs functionality
I'll update the Excel Add-In UI to match your requirements, making the Define Mapping stage come after document upload and implementing the specific line items structure from your image.
I've updated the Excel Add-In UI according to your requirements:
Implemented the exact line items from your image:
Added sub-items only for the specified categories:
The UI now follows the exact structure from your image while maintaining the functionality you described in your requirements.