Instead of Embedded File, you can use File Data Source or File Data Field. It is generally not recommended to use Embedded File, since this will increase the size of your application model cache file, which may lead to increased startup time for Genus Desktop and Genus Services. To simplify the example, the template is defined as an embedded file. In Output File tab, click File Data Source and select source data for the merge operation.ĭata are merged by using a Merge Data to a Document effect. In Data tab, select fields you want to export to use in your template. One for each axis dimension Sales Territory and Month, and one field for Actual Sales. The Data Set group for the report contains three fields. Note that the option Export Data in Group allows you to export data contained within a group located in a data source. To export the data set for the report, use an Export to a File effect. Sales Territory Spreadsheet (the output document of the merge operation).Data Set XML Document (source data for the merge operation).To merge data, use a task containing the report as a data source. In the other worksheet, data are presented in a Pivot Table. The report data set are merged into the worksheet named Data Set. In this example, the template used for merging data contains two worksheets. Then you insert some special fields called smart markers into the template in places where you want to insert data from your data source. Note that the document does not have to be a Microsoft Excel Template (.xlt/.xltx), it can be a normal document (.xls/.xlsx). Use Microsoft Excel to create and design an Excel document called a template. Note: Include in Version Deployment is only available for trusted users or users with app model admin rights. A report with this option set, is included in the deployed version of your directory. This option is only available when you create a new report in Genus Studio. Access to the data set, the option Include in Version Deployment must be set. Basic Stepsįollow these steps to perform an Excel merge.Ĭreate a report which contains field and values you want to merge. Hidden values are excluded in the data set. The data set contains one field for each axis dimension, and one field for each value. The data can be accessed from the group named Data Set. When merging report data to a Microsoft Excel spreadsheet, you can access aggregated data in a report through a data source. The report illustrated below is merged to a Microsoft Excel spreadsheet represented as a list and as a pivot table. Data can be queried using a condition or an Advanced Expression. Combined with the lookup functions in Excel, you can define customer tailored reports, such as financial statements which require a more complex layout. Merge Report Data to a Microsoft Excel DocumentĪccess to the source data in an report is a powerful feature which opens new ways to utilize a report in effects, both for reporting and calculation purposes.
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