Set Calculations

The Set Calculations action sets the calculations mode in Microsoft Excel. This action sets how Excel controls when and how it recalculates formulas in the workbook. In Excel, this setting is in the Formulas tab > Calculation Options.

Note: The Actions Quick Reference provides a complete list of actions that you can print for easy reference.

Create a Set Calculations action

  1. In Nintex Bot, on the Actions list, click Excel and select Set Calculations.

  2. Select a Calculations option. This option sets the mode that Excel will use with your calculation.

    • Automatic (default). Excel will recalculate all dependent formulas every time a cell value changes. For example, If you change A1, any formulas like =A1+5 update immediately. For small workbooks, we recommend the Automatic option.

    • Automatic Except for Data Tables. Excel will recalculate all dependent formulas every time a cell value changes, except for data tables (used in what-if analysis). This option improves performance in large spreadsheets with data tables.

    • Manual. Excel will not automatically recalculate formulas when values change. You must force it with on of the following keyboard combinations:

      • F9: Recalculates all open workbooks.

      • Shift+F9: Recalculates only the active worksheet.

      • Ctrl+Alt+F9. Forces the recalculation of all formulas.

      • Ctrl+Alt+Shift+F9: Rebuilds the dependency tree and recalculate everything.

      • We recommend the Manual option for large workbooks with thousands of formulas. This option improves speed in Excel since it won't recalculate after every small change.

  3. If needed, adjust the Run error task settings to fine tune how the action runs.

    • Run error task: A botflow containing an error task automatically runs the error task in the event of an error. If the botflow does not contain an error task, the botflow stops in the event of an error.
    • Stop on error: The botflow stops in the event of an error.
    • Ignore errors: The action is skipped in the event of an error and the botflow attempts to execute the next action.

  4. (Optional) Add a Note to document special instructions or functionality.

  5. Toggle the run switch to Run and click OK to execute and save the action.

    6. Note: The run switch is set to Run by default. To create or modify this action without executing it, click the slider to change the option to Don't Run.  For more information, go to Action Builder.