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Adding Tags in Excel

Overview

Adding and editing tags in Excel is slightly different than adding and editing tags in Word. This article will explain the reasons, the differences, and how to add/edit tags in Excel.

 

Inserting and Editing Tags in Excel

There are two substantive and one minor difference(s) using AutoTag with Excel as opposed to using AutoTag with Microsoft Word. All of these differences revolve around one issue: virtually all Excel menu and toolbar items are disabled when you are typing in a formula.

 

Because you cannot bring up the Tag Editor when you are editing a formula, you cannot use the position of the cursor in the formula window to determine where to insert a tag (or which tag to edit if there are multiple tags in a cell).

 

  • If a cell is empty and you click Insert Tag, it will insert the tag in that cell.
  • If a cell has just one tag, when you double click the cell or click the Tag Builder button (see below), it will bring up the Tag Editor for that tag.
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Multiple Tags in One Cell

In this first example we have a cell whose content is a single tag:

Excel tag select.PNG

 

When you click the Tag Builder button, the program needs to know if you want to insert the new tag before or after the existing tag. So you will get this prompt:

Excel where to insert tag.PNG

 

You now need to set your cursor before the brackets, on/in the brackets, or after the brackets for the tag (and "on" or "in" counts as before). This tells AutoTag to insert your new tag before or after the existing tag. 

 

Each tag is a single unit; you cannot insert a tag in the middle of another tag. But you can select between two tags.  If there is text between the tags, you can insert a tag between any two letters of the text.

Evaluating tags

From the Tag Editor Dialog, you can evaluate your data selection to verify that you are retrieving the correct data. The evaluate icon is in the top of the dialog. In the case of a forEach tag, the evaluate function displays the rows of data returned.
 
  • Click the Evaluate button to evaluate the data selection. The results display in the lower right pane.

Excel evaluate in tag editor.PNG

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