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Copyright 2007, Information Builders. Slide 1 Renee Teatro Information Builders EXCEL Templates.

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Presentation on theme: "Copyright 2007, Information Builders. Slide 1 Renee Teatro Information Builders EXCEL Templates."— Presentation transcript:

1 Copyright 2007, Information Builders. Slide 1 Renee Teatro Information Builders EXCEL Templates

2  Overview of the available Excel Format options  Excel Report Bursting  Excel Compound Reports  Excel Templates  Review example using Developer Studio  Compound Excel Templates EXCEL Templates Agenda

3 Copyright 2007, Information Builders. Slide 3  Fully formatted spreadsheets,  Stop-lighting, numeric/date format translation, etc.  Real-time drill-down within a spreadsheet  Automatic PivotTable generation  Native Excel Formulas  Compound reports  Population of existing spreadsheets Creating the Complete Spreadsheet Solution Out of the box…

4 Copyright 2007, Information Builders. Slide 4 n HOLD FORMAT EXL2K n Standard Excel output n HTML/XML format Advantages: n Full styling and formatting n Drill-downs n Customized sheet names n Distributable Creating the Complete Spreadsheet Solution Available Excel formats Considerations: n Heavy styling = large file size n No formulas n XHT file extension

5 Copyright 2007, Information Builders. Slide 5 n HOLD FORMAT EXL2K FORMULA n Standard Excel output extension n HTML/XML format Advantages: n Full styling and formatting n Drill-downs n Customized sheet names n Distributable n Formulas = ready for analysis Creating the Complete Spreadsheet Solution Available Excel formats Considerations: n Heavy styling lends to large file size n XHT file extension n Extended processing

6 Copyright 2007, Information Builders. Slide 6 n HOLD FORMAT EXL2K PIVOT n Unique Excel output extension n Fully functional Excel PivotTable Advantages: n Mini data cube on your desktop n Distributable n Ready for analysis Creating the Complete Spreadsheet Solution Available Excel formats Considerations: n Large file size n Special syntax rules n Limited styling

7 Copyright 2007, Information Builders. Slide 7 n HOLD FORMAT EXL97 n Deprecated Excel output n Designed specifically for Excel 97 n HTML based (No XML or CSS) Advantages: n Styling, drill-down n Distributable Creating the Complete Spreadsheet Solution Available Excel formats Considerations: n Heavy styling = large file size n No formulas n No CSS based features n Limited numeric formatting

8 Copyright 2007, Information Builders. Slide 8 n HOLD FORMAT EXCEL n Deprecated Excel output n Binary format Advantages: n Opens in all versions of Excel n Extremely light weight n Distributable Creating the Complete Spreadsheet Solution Available Excel formats Considerations: n No styling n No formulas n No drill-downs n No headings/footings

9 Copyright 2007, Information Builders. Slide 9 Creating the Complete Spreadsheet Solution Excel Report Bursting  HOLD FORMAT EXL2K BYTOC  Unique Excel output extension  Bursts data into multiple worksheets Advantages: n Organizes the data into individual worksheets based on sort values n Utilizes existing HTML Table of Contents syntax

10 Copyright 2007, Information Builders. Slide 10 Creating the Complete Spreadsheet Solution Excel Compound Reports  SET COMPOUND=OPEN/CLOSE (NOBREAK)  Multi-report output in a single workbook Advantages: n Ability to combine data from multiple sources n Mix and match Excel formats n Utilizes existing PDF compound report syntax n Distribute multiple reports in a single workbook

11 Copyright 2007, Information Builders. Slide 11 WebFOCUS Release 7 Available Excel formats  HOLD FORMAT EXL2K TEMPLATE  Populates existing Excel files Advantages: n Leverage spreadsheets already in use within your organization n WebFOCUS can drive complex Excel applications n More Excel functionality and styling for end users

12 Copyright 2007, Information Builders. Slide 12  Typical situations:  Novice users requiring data for WHAT-IF analysis  EXL2K FORMULA  Advanced users requiring a data set for high level of analysis  PivotTable  A snapshot of data for review/filing  EXL2K Creating the Complete Spreadsheet Solution The best fit for the situation

13 Copyright 2007, Information Builders. Slide 13  Typical situations cont…  Users requiring scheduled automatic delivery of data  EXL2K  EXCEL Creating the Complete Spreadsheet Solution The best fit for the situation  Advanced macro based application requiring a steady stream of operational data  EXL2K TEMPLATE  Highly styled report for presentation  HTML or PDF  EXL2K TEMPLATE

14 Copyright 2007, Information Builders. Slide 14 WebFOCUS Release 7 - Promote User Productivity Excel Templates  Ability to populate your own custom Excel workbook with data from WebFOCUS  WebFOCUS will merge Excel output with an existing Excel “template”  Benefits  Leverage existing spreadsheets already in use within your organization  Allows WebFOCUS to integrate with complex Excel workbooks that may contain macros, graphs, or complete VB applications.  Allows developers to supply ad hoc or end users with more advanced Excel functionality out of the box such as filters, subtotals, page/print settings, etc.  Allows more advanced styling for Excel based reports.

15 Copyright 2007, Information Builders. Slide 15  Centralized Excel Templates  Refreshed with data from anywhere in the enterprise  Lock/Protect Cells  Reduces errors  WebFOCUS can be your “data engine”  Eliminate manual data entry  Automate your Auditing  Create charts, functions, comparison formulas, etc.  Utilize Excel’s Formula Auditing  Speed Financial Reporting  Improve Consistency WebFOCUS Release 7 Excel Templates - Benefits

16 Copyright 2007, Information Builders. Slide 16 WebFOCUS Release 7 Excel Templates Data entered manually Data automatically refreshed Replaced sheet

17 Copyright 2007, Information Builders. Slide 17 WebFOCUS Release 7 Excel Templates – How It Works  The Template  Create an Excel workbook and designate one worksheet that will be replaced with a WEBFOCUS report  Save the workbook as a “Single File Web Page” (Web Archive)  Extension will be “.mht”  Must be stored in EDAPATH or APP PATH  The WebFOCUS procedure  Output format is EXL2K [FORMULA]  Special syntax that references the template file and individual worksheet ON TABLE PCHOLD FORMAT EXL2K TEMPLATE WFTMPLT SHEETNUMBER 1

18 Copyright 2007, Information Builders. Slide 18 WebFOCUS Release 7 Microsoft MHTML format  Web Archive or Single File Web Page  Encapsulation of worksheet files in MIME format  Supported in Office 2002 (XP) and 2003  Used to generate and distribute any multi-file Excel report  Compound Reports  Bursted reports  PivotTables  Templates

19 Copyright 2007, Information Builders. Slide 19  Avoid functional pitfalls that negate built in Excel features  Absolutely no blank lines or cells  SET BY DISPLAY=ON  If you must have a Heading or Footing  Add blank line after Heading and before Footing  No Subheads, Subfoots, Subtotals, etc  Use Excel’s built in Subtotal feature WebFOCUS Release 7 Creating an Excel ready worksheet

20 Copyright 2007, Information Builders. Slide 20 WebFOCUS Release 7 Excel Template – Example – Existing XLS File – Sheet 2

21 Copyright 2007, Information Builders. Slide 21 WebFOCUS Release 7 Excel Template – Example – Existing XLS File – Sheet 1

22 Copyright 2007, Information Builders. Slide 22 WebFOCUS Release 7 Excel Template – Example – Existing XLS File – Sheet 1  Change the worksheet format to the Excel file type, mht.  This will enable WebFOCUS to populate the datasheet.  Save the file to the appropriate APP directory

23 Copyright 2007, Information Builders. Slide 23 WebFOCUS Release 7 Excel Template – Example – Create New Procedure

24 Copyright 2007, Information Builders. Slide 24 WebFOCUS Release 7 Excel Template – Name Procedure & Select Report Painter

25 Copyright 2007, Information Builders. Slide 25 WebFOCUS Release 7 Excel Template – Example - Select CenturySales

26 Copyright 2007, Information Builders. Slide 26 WebFOCUS Release 7 Excel Template – Example – Create DEFINE field

27 Copyright 2007, Information Builders. Slide 27 WebFOCUS Release 7 Excel Template – Example – Create DEFINE field

28 Copyright 2007, Information Builders. Slide 28 WebFOCUS Release 7 Excel Template – Example – DEFINE in Field List

29 Copyright 2007, Information Builders. Slide 29 WebFOCUS Release 7 Excel Template – Example – Add Sortfields to Report

30 Copyright 2007, Information Builders. Slide 30 WebFOCUS Release 7 Excel Template – Example – Add verb objects to Report

31 Copyright 2007, Information Builders. Slide 31 WebFOCUS Release 7 Excel Template – Example – Add verb objects to Report

32 Copyright 2007, Information Builders. Slide 32 WebFOCUS Release 7 Excel Template – Example – Run Report

33 Copyright 2007, Information Builders. Slide 33 WebFOCUS Release 7 Excel Template – Example – Adjust BYDISPLAY Feature

34 Copyright 2007, Information Builders. Slide 34 WebFOCUS Release 7 Excel Template – Example – Adjust BYDISPLAY Feature SET BYDISPLAY=ON

35 Copyright 2007, Information Builders. Slide 35 WebFOCUS Release 7 Excel Template – Example – Adjust BYDISPLAY Feature

36 Copyright 2007, Information Builders. Slide 36 WebFOCUS Release 7 Excel Template – Example – Add Report Heading

37 Copyright 2007, Information Builders. Slide 37 WebFOCUS Release 7 Excel Template – Example – Add Report Heading

38 Copyright 2007, Information Builders. Slide 38 WebFOCUS Release 7 Excel Template – Example – Add Report Heading

39 Copyright 2007, Information Builders. Slide 39 WebFOCUS Release 7 Excel Template – Example – Add Excel Template

40 Copyright 2007, Information Builders. Slide 40 WebFOCUS Release 7 Excel Template – Example – Add Excel Template

41 Copyright 2007, Information Builders. Slide 41 WebFOCUS Release 7 Excel Template – Example – Add Excel Template

42 Copyright 2007, Information Builders. Slide 42 WebFOCUS Release 7 Excel Template – Example – Add Excel Template

43 Copyright 2007, Information Builders. Slide 43 WebFOCUS Release 7 Excel Template – Example – Run Report – Sheet 1

44 Copyright 2007, Information Builders. Slide 44 WebFOCUS Release 7 Excel Template – Example – Run Report – Sheet 2

45 Copyright 2007, Information Builders. Slide 45 WebFOCUS Release 7 Excel Template – Example – Run Report – Sheet 3

46 Copyright 2007, Information Builders. Slide 46 WebFOCUS Release 7 Excel Template – Example – Run Report – Sheet 4

47 Copyright 2007, Information Builders. Slide 47 WebFOCUS Release 7 Excel Template – Must have minimum of 2 Worksheets (FOC3290) EXL2K: Template file is not a valid WebArchive file (FOC009) INCOMPLETE REQUEST STATEMENT BYPASSING TO END OF COMMAND Microsoft Templates: TABLE FILE CAR PRINT BODYTYPE AS 'Bodytype' BY HIGHEST COUNTRY AS 'Country' BY CAR AS 'Car Name' BY MODEL AS 'Model' ON TABLE SUBHEAD "CAR MANAGEMENT LIST" " WHERE COUNTRY NE 'ENGLAND'; ON TABLE SET PAGE-NUM OFF ON TABLE NOTOTAL ON TABLE PCHOLD FORMAT EXL2K TEMPLATE 'EXCEL_CUSTOMER MANAGEMENT LIST11' SHEETNUMBER 1 …

48 Copyright 2007, Information Builders. Slide 48 WebFOCUS Release 7 Excel Template – Incorrect Template name or extension (FOC3289) EXL2K TEMPLATE FILE: Error opening file (FOC009) INCOMPLETE REQUEST STATEMENT BYPASSING TO END OF COMMAND  Right template name but.mht file not created and picked up or  Incorrectly spelled or non-existent template name referenced TABLE FILE CAR PRINT BODYTYPE AS 'Bodytype' BY HIGHEST COUNTRY AS 'Country' BY CAR AS 'Car Name' BY MODEL AS 'Model' ON TABLE SUBHEAD "CAR MANAGEMENT LIST" " WHERE COUNTRY NE 'ENGLAND'; ON TABLE SET PAGE-NUM OFF ON TABLE NOTOTAL ON TABLE PCHOLD FORMAT EXL2K TEMPLATE ‘WRONG NAME' SHEETNUMBER 1 …

49 Copyright 2007, Information Builders. Slide 49 WebFOCUS Release 7 Excel Template – MVS SSCTL Requirements  Make sure the.MHT file is transferred in ASCII format  MEMBER in a PDF – Attributes of dataset: RECFM VB and LRECL 512. BROWSE CSSRXT.MHT.DATA(TWOTEST) Line Col ********************************* Top of Data ********************************** MIME-Version: 1.0 X-Document-Type: Workbook Content-Type: multipart/related; boundary="----=_NextPart_01C6A5D9.73C5D8B0" This document is a Single File Web Page, also known as a Web Archive file. If y =_NextPart_01C6A5D9.73C5D8B0 Content-Location: file:///C:/A565A114/twosheet.htm Content-Transfer-Encoding: quoted-printable Content-Type: text/html; charset="us-ascii"

50 Copyright 2007, Information Builders. Slide 50 FILEDEF HOLD1 DISK hold1.mht TABLE FILE CENTORD SUM LINEPRICE BY PRODNAME ACROSS YEAR ON TABLE SET PAGE-NUM OFF ON TABLE SET BYDISPLAY ON ON TABLE HOLD AS HOLD1 FORMAT EXL2K TEMPLATE myTemplt SHEETNUMBER 1 END TABLE FILE CENTINV SUM QTY_IN_STOCK BY PROD_NUM BY PRODNAME ON TABLE SET PAGE-NUM OFF ON TABLE SET BYDISPLAY ON ON TABLE PCHOLD FORMAT EXL2K TEMPLATE HOLD1 SHEETNUMBER 2 END Creating the Complete Spreadsheet Solution Compound Templates

51 Copyright 2007, Information Builders. Slide 51 Creating the Complete Spreadsheet Solution Compound Templates

52 Copyright 2007, Information Builders. Slide 52 Creating the Complete Spreadsheet Solution Compound Templates

53 Copyright 2007, Information Builders. Slide 53 APP HOLD SESSION APP FI COMPXLSH COMPXLSH.MHT TABLE FILE CAR HEADING "Report 1: W Germany" PRINT DCOST BY COUNTRY BY CAR IF COUNTRY EQ 'W GERMANY' ON TABLE HOLD AS COMPXLSH FORMAT EXL2K TEMPLATE 'COMPXLS_SINGLE' SHEETNUMBER 1 ON TABLE SET STYLE * type=report, color=red, $ type=data, backcolor=yellow, $ type=heading, color=blue, $ END TABLE FILE CAR HEADING "Report 2: England" PRINT RCOST BY COUNTRY BY CAR BY MODEL IF COUNTRY EQ ENGLAND ON TABLE PCHOLD FORMAT EXL2K TEMPLATE 'COMPXLSH' SHEETNUMBER 2 ON TABLE SET STYLE * type=report, color=yellow, backcolor=black, style=bold, $ END Creating the Complete Spreadsheet Solution Compound Templates

54 Copyright 2007, Information Builders. Slide 54 Creating the Complete Spreadsheet Solution Compound Templates

55 Copyright 2007, Information Builders. Slide 55 55


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