Excel Template Reports - Revision history

>Johno at 22:49, 4 December 2015

2015-12-04T22:49:21Z

>Johno: /* Setting Up an Excel Template Report in DocumentDistribution */

2015-12-04T22:44:54Z

‎Setting Up an Excel Template Report in DocumentDistribution

>Johno: Created page with "= Summary= The most powerful way to create reports in Vital Signs is to use Excel Template Files to create your reports. This method has the most adv..."

2015-12-04T22:42:54Z

Created page with "= Summary= The most powerful way to create reports in Vital Signs is to use Excel Template Files to create your reports. This method has the most adv..."

New page

= Summary=

The most powerful way to create reports in Vital Signs is to use [[Excel Template File|Excel Template Files]] to create your reports.

This method has the most advantages:
* Multiple charts can be exported to the same document.
* Multiple worksheets can be created using sheet level banding.
* Calculations, in existing worksheets, can reference exported data using range names.
* Supports global, sheet level and object level [[Defining a Selection|selections]].
* Supports file, sheet and object level banding.
* Excel 2007 or later '''must''' be installed on the Vital Signs windows server

== Setting Up an Excel Template Report in DocumentDistribution ==
Add an entry to the DocumentDistribution file with the following fields:
{| class="wikitable" style="border-spacing: 2,2,2,2;"
|DocumentName ||Name of the Vital Signs Application (qvw file)
|-
| ExportType || '''Excel'''
|-
| Definition || '''Name of an [[Excel Template File|Excel Template File]] (*)'''
|-
| OutputFileName || Name of the Excel file to be created (2)
|-
| FileExistsAction || Purge
|-
| Selection || Optional: Name of the [[DocumentDistribution.xls#Select Sheet|selection]]
|-
| Banding || Optional: Name of the [[#Report Banding|Banding Field]]
|-
| PrinterName || This field is ignored for QlikView PDF reports
|-
| EmailList || Optional: List of email recipients, separated by a semi-colon
|}
: (*) By default, the template definition file is located in the ''vitalsigns/CUNAME/data/config'' directory

== Creating an Excel Template Report ==

An Excel template report is created by designing a [[Excel Template File|template file]] using Excel. When the report is generated, the template file is read and a final Excel file is produced based on the definitions in the template file. The layout of the template file allows for very sophisticated Excel files to be created.

@@ Line 37: / Line 37: @@
       |}
-=====Where is the file created?=====
+'''Where is the file created?'''
 There are several ways to specify a path for the Excel file.  The following possibilities are checked until a path can be determined:

@@ Line 14: / Line 14: @@
 Add an entry to the DocumentDistribution file with the following fields:
      {| class="wikitable" style="border-spacing: 2,2,2,2;"
-      |DocumentName ||Name of the Vital Signs Application (qvw file)
+      |DocumentName ||Name of the Vital Signs Application (qvw file).
       |-
       | ExportType || '''Excel'''
       |-
-      | Definition || '''Name of an [[Excel Template File|Excel Template File]] (*)'''
+      | Definition || '''Name of an [[Excel Template File|Excel Template File]] (*)'''.
       |-
-      | OutputFileName || Name of the Excel file to be created (2)
+      | OutputFileName || Name of the Excel file to be created.
       |-
       | FileExistsAction || Purge
       |-
-      | Selection || Optional: Name of the [[DocumentDistribution.xls#Select Sheet|selection]]
+      | Selection || Optional: Name of the [[DocumentDistribution.xls#Select Sheet|selection]].
       |-
-      | Banding  || Optional: Name of the [[#Report Banding|Banding Field]]
+      | Banding  || Optional: Name of the [[#Report Banding|Banding Field]].
       |-
-      | PrinterName || This field is ignored for QlikView PDF reports
+      | PrinterName || This field is ignored for Excel Template reports.
       |-
-      | EmailList || Optional: List of email recipients, separated by a semi-colon
+      | EmailList || Optional: List of email recipients, separated by a semi-colon.
-    |}
+     |-
-: (*) By default, the template definition file is located in the ''vitalsigns/CUNAME/data/config'' directory
+     | FileCreatePath || Default path to create the file, if no path specified in the filename.
 == Creating an Excel Template Report ==
 An Excel template report is created by designing a [[Excel Template File|template file]] using Excel.  When the report is generated, the template file is read and a final Excel file is produced based on the definitions in the template file.  The layout of the template file allows for very sophisticated Excel files to be created.