Monthly Individual Attendance Management

Convert Excel attendance tracking into a web-based system for real-time consolidation and management of employee monthly attendance by department.

What You'll Learn

  • Convert Excel to web report
  • Configure data input with date variables
  • Connect database and configure buttons
  • Save and share report

~30 min

Intermediate

4 Steps

1

Convert Excel to Web

Download sample file and create the web report foundation

Download the sample Excel file for monthly attendance management from Learning Experience Samples.

Download sample file

Launch i-AUD Designer from [Menu] → [Tool].

Launch i-AUD Designer

Drag & drop the Excel file into the Designer workspace.

Drag and drop Excel file

Set Line Type: None for clean presentation.

Set Line Type to None

Configure Docking to Left / Top / Right / Bottom and set LimitofBinding: 5000 to handle large attendance datasets.

Tip: Attendance sheets can have many columns (one per day). Setting LimitofBinding to 5000 and full docking ensures all date columns display correctly.

Configure Docking and LimitofBinding
2

Configure Data Input

Define data areas, date variables, and dynamic column visibility

Review the table naming convention for the data input screen.

Table naming convention

Name the data area as data1.

Name data area as data1

Select the entire table form and name it as table1.

Name table as table1

Enter the table name in the top-left corner cell of the table1 area.

Table name in top-left corner

Launch UI Bot from the i-MATRIX ribbon to configure the input interface.

Launch UI Bot from i-MATRIX ribbon

Define the VS_YM variable in the P1 sheet and create the DAY_MAX formula to calculate the number of days in the selected month.

VS_YM variable and DAY_MAX formula in P1 sheet

Review the V1 sheet formulas for date-based changes and title updates.

V1 sheet formulas

Configure AUD_HIDE_COLUMNS to hide unused date columns (e.g., days 29–31 for shorter months).

Tip: The AUD_HIDE_COLUMNS feature automatically hides columns for days that do not exist in the selected month (e.g., Feb 30, Feb 31), keeping the report clean and accurate.

AUD_HIDE_COLUMNS formula

Set up a dynamic title formula that updates based on the selected year and month.

Dynamic title formula
3

Connect Database & Buttons

Set up database upload, month calendar, and action buttons

Open DB Bot → DB Upload to configure database connectivity.

DB Bot DB Upload configuration

Add a Month Calendar component bound to VS_YM and configure Merge execution for data synchronization.

Tip: Setting InitDate to 202509 means the calendar will default to September 2025 when the report loads. Adjust this to your desired default month.

Month Calendar and Merge configuration

Name the BTN_SAVE and BTN_REFRESH buttons.

BTN_SAVE and BTN_REFRESH naming

Assign button actions via Process Bot to connect Save and Refresh to their respective operations.

Process Bot action assignment

Verify Save and Refresh functionality to confirm data entry and operations work correctly.

Verify Save and Refresh functionality
4

Save Report

Save and verify your completed attendance management report

Save your report to My Folder.

Save to My Folder

Verify the saved report by navigating to the Individual reports section. Test the Month Calendar, Save, and Refresh buttons. Switch between months to verify that column visibility adjusts dynamically.

Verify report