Slicers are a valuable tool for filtering the visuals on a report page to a specific selection. In this case, we can create two different slicers to narrow in on performance for each month and year. One slicer uses the date field in the original table. The other uses the date table you may have created for "extra credit" earlier in this tutorial.
I am using the excel report generator to save test reports. I can create the report using a template and write to it when needed with no problems. After every test step I add data and save the report. I keep excel closed by using the no change setting for the window state. I do not want the user to see excel or even know it is there.
The issue is when I am done testing and use the dispose report vi, it leaves an instance of excel open that you can see in the task manager. And the only way to close that instance is to open one of the files that was created and close it and then exit excel. The memory used by that instance grows a little each time a new file is created.
I find it very hard to believe that this function isn't somewhere in the report generation toolkit. But my 30 second look for it came up with nothing. So instead I wrote a function that does a task kill for you. Keep in mind this only works in Windows, and this will do the same thing as a end task in Taskmanager so only use it when you are sure your are done saving all reporting. Saved in 2011.
I do not get any errors generated when running the example. Do you get an excel task in the task manager when the program runs and then goes away after the dispose report vi? Just wondering, but I imagine you should.
I know that I have had problems with version of report generator and versions of labview disagreeing with versions of microsoft office. Again, those were fairly isolated and we were able to work around them fairly easily.
There are different ways to lay out a report using Excel. You can include graphs and charts on the same page as tabular (numeric) data, or you can create multiple sheets so visual reporting is on one sheet, tabular data is on another sheet, and so on.
Open an Excel spreadsheet, turn off gridlines, and enter your basic expense report information, such as a title, time period, and employee name. Add data columns for Date and Description, and then add columns for expense specifics, such as Hotel, Meals, and Phone. Enter your information and create an Excel table.
In Salesforce, go to Reports and find the report you want to export. Select Export and choose an export view (Formatted Report or Details Only). Formatted Report will export in .xlsx format, while Details Only gives you other choices. Select Export when ready.
I have implemented the system.report.executeReport method.
It did not throw an exception, so I assume it executed successfully.
However, if it did, I have know idea where it put the exported file.
Is there a default location?
From the documentation this seems to execute at the Gateway. Is there a way to prompt the user to specify a location, specifically a client side location?
I would like PowerAutomate to get items from a SharePoint list, create an Excel file, then create a table in the excel file and populate the table with filtered information from the SharePoint, then attached it to an email and send it daily.
An Excel report is simply data that is collected and presented in a visual way on a single sheet. Excel reports are an incredibly versatile way to aggregate, analyze, and present data using charts and graphs. Originally intended for simple calculations, Excel has become a mainstay in boardrooms and business meetings due in part to its ability to build both simple and complex reports.
You can generate reports from Excel data. You will have to build a custom report using elements like tables, charts, auto-shape objects, gauges, and other widgets that help you present your data. The building blocks you select should fit the purpose of the report and the audience who will be viewing it.
For example, if you have only a few minutes to present to the CEO, you should have a minimalistic report with the high-level KPIs in an easy-to-read format. If you are creating a quarterly sales report with all the details that sales managers need in order to make decisions, your report will probably be much more detailed and include many charts and graphs.
A dynamic report can refer either to a report that is constantly updating the information to show real-time data or one that is interactive for the user with tools like drop-down lists, macros, or slicers. You can create an interactive report using the tools inside of Excel, but for a truly dynamic report that stays up-to-date, you will have to manually update the data or have a developer create a custom solution.
Excel is a powerful reporting tool, providing options for both basic and advanced users. One of the easiest ways to create a report in Excel is by using the PivotTable feature, which allows you to sort, group, and summarize your data simply by dragging and dropping fields.
Do you want even more flexibility in your reports? Do you ever need to, say, connect to data in an external database or create charts based on your reports? All of these options are available with PivotTables!
The Excel reports that you deploy should be 2007 Microsoft Office system reports (*.xlsx). To view the reports in Office 2003 and in Office XP, you can download and install the Microsoft Office Compatibility Pack for Word, Excel, and PowerPoint 2007 File Formats.
Q2: How can I deploy the Excel reports to a folder on a shared network location?
A2: To deploy the Excel reports to a network share, follow these steps.
Note This procedure is also available in Chapter 30, "Report Deployment," of the SystemSetup.pdf file. Chapter 30 begins on page 189.
In Windows Explorer, create a folder on the network. For example, create an "Excel Reports" folder.
Note If you want to deploy the Excel reports and the data connections to different folders, create each folder in the root directory, or create subfolders in a folder.
Q3: Do the *.odc files have to be in a shared folder separate from the *.xlsx Excel reports?
A3: The *.odc files do not have to be in a separate folder. However, separate folders are ideal for organizational purposes.
Q4: How do I deploy the Excel reports to SharePoint Server 2007 Report Center?
A4: To deploy the Excel reports to Report Center, follow these steps.
Note The Web server must be a 32-bit server. Excel report deployment is not supported on a 64-bit Web server.
Q5: What is the difference between deploying the reports and the data connections to a System Level location instead of to a User Level location?
A5: A System Level location is used if you want to deploy the reports and the data connections to a network share. A User Level location is used only for individual user retrieval purposes. The user keeps the files locally in their profile to retrieve.
Q6: When the deployment process is complete, what is actually deployed?
A6: the Excel reports and the ODC files are deployed. The Excel reports have an .xlsx file name extension, and the ODC files have an .odc file name extension.
Q7: What is the difference between the *.xlsx files and the *.odc files?
A7: The *. xlsx files are the Excel workbooks. The *.odc files are the Office data connections to the Microsoft Dynamics GP databases. The *.odc files are used by the *.xlsx files to populate the workbooks with Microsoft Dynamics GP information.
Q8: Where do I view the Excel reports and the ODC files in SharePoint Server Report Center?
A8: Use the following link to start Report Center, and then click Reports or Data Connections:
Q9: How many Excel reports are deployed?
A9: This number depends on the modules that are registered. If all the modules are registered, approximately 190 Excel reports are deployed, and approximately 295 data connections are deployed.
Q10: Can I view the Excel reports in Microsoft Dynamics GP?
A10: Yes. If you deployed the Excel reports and the data connections to a network share, you can view the reports in the Administration navigation pane under Other Reports. To configure the link from Microsoft Dynamics GP to the Excel workbooks and to the ODC files in SharePoint Server 2007, follow these steps:
In the navigation pane, click Administration, and then click Other Reports.
Note By default, only the users who have administrative credentials on the server that is running SQL Server can view the Excel reports. All other users do not have access to the databases after the deployment. For more information, see the "Questions and answers about security" section.
Q11: Can I change the existing Excel Reports?
A11: Yes, you can change an existing Excel report, and you can save the report by using the same name or by using a new name.
Q12: Can I create a new Excel report?
A12: Yes. You can use the data connection that is provided to create a unique Excel report for your requirements. By using the data connection, you can view all the columns that can be in the report. You can then remove the columns that you do not want to use. When the file is saved, it is saved as an *.xlsx file.
Q13: Can the reports and the data connections be deployed on a 64-bit server?
A13: If you deploy the reports and the data connections to a network share, the server can be a 64-bit server. If you deploy the reports and the data connections to SharePoint Server 2007, the computer that is running SharePoint Server 2007 cannot be a 64-bit server.
Q14: Can the Excel Reports be deployed to Outlook from SharePoint and viewed in Outlook?
A14: Yes, you can deploy the Excel Reports and view them in Outlook by using the following steps: