Difference between revisions of "Vital Signs v15 Membership Analysis by ACCOUNT"
>Jeremyb |
>Jeremyb (→Installation) |
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| Line 21: | Line 21: | ||
:Login to the Vital Signs Windows server as the Vital Signs Administrator | :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 | :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 | + | :Download the new document [http://vital-soft.com/download/vitalsigns/documents/Membership_Analysis_by_ACCOUNT.qvw Membership_Analysis_by_ACCOUNT.qvw] |
:Open the new document in QlikView locally | :Open the new document in QlikView locally | ||
::If you are prompted about macro permissions, click OK | ::If you are prompted about macro permissions, click OK | ||
Revision as of 22:29, 31 May 2013
Contents
About
Revision 1770
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 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
