Difference between revisions of "Vital Signs v15 Membership Analysis by ACCOUNT"
>Jeremyb (Created page with "===About=== The Membership Analysis document contains information about Members, Products, Shares and Loans. This document is designed to view specific membership information...") |
>Jeremyb (→Changes) |
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===Changes=== | ===Changes=== | ||
| − | :All exportable object (chart) | + | :All exportable object (chart) ID's given meaningful names |
:Added variables (PriorMonthDate, CurrMonthDate, MonthStart, MonthEnd, WeekStart, WeekEnd) for new Document Distribution selection functionality | :Added variables (PriorMonthDate, CurrMonthDate, MonthStart, MonthEnd, WeekStart, WeekEnd) for new Document Distribution selection functionality | ||
:Added LN_OFFICER_NAME to View Details -> Loan Details chart | :Added LN_OFFICER_NAME to View Details -> Loan Details chart | ||
:Updated the help text in Member Charts -> Trial Balance chart | :Updated the help text in Member Charts -> Trial Balance chart | ||
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===Dependencies=== | ===Dependencies=== | ||
Revision as of 21:59, 31 May 2013
Contents
About
The Membership Analysis document contains information about Members, Products, Shares and Loans. This document is designed to view specific membership information for the current date or pror month-end.
Changes
- All exportable object (chart) ID's given meaningful names
- Added variables (PriorMonthDate, CurrMonthDate, MonthStart, MonthEnd, WeekStart, WeekEnd) for new Document Distribution selection functionality
- Added LN_OFFICER_NAME to View Details -> Loan Details chart
- Updated the help text in Member Charts -> Trial Balance chart
Dependencies
- Vital Signs 1.5.15 or later must be installed
Installation
- Login to the Vital Signs Windows server as the Vital Signs Administrator
- Make a backup of the current document and name it something easily identifiable
- Download the new document http://vital-soft.com/download/vitalsigns/documents/Membership_Analysis_by_ACCOUNT.qvw
- Open the new document in QlikView locally
- If you are prompted about macro permissions, click OK
- Manually start a second QlikView and open the old document locally
- Select the Custom Charts tab in the old document and copy any existing charts into the new document's Custom Charts tab
- Save the new document and click the reload icon in the top menu
- Once the new document has finished the reload of data, save the document and exit all QlikView programs
- On an end user's machine, start QlikView and open in server the new document
