Difference between revisions of "Vital Signs v15 Membership Analysis by ACCOUNT"
>Jeremyb (→Installation) |
>Jeremyb (→Installation) |
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: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 | + | :Download the latest stable [VSIGNS-Windows-1601.zip] and unzip the file |
| − | :Open the new document | + | :Open the new document within CU1 |
| − | ::If you are prompted about macro permissions, click OK | + | ::If you are prompted about macro permissions, select the last radio button and click OK |
| − | :Manually start a second QlikView and open the old document locally | + | :Manually start a second QlikView client (Start->Qlikview11) and open the old document locally |
| − | :Select the Custom Charts tab in the old document and copy any existing charts into the new document | + | :Select the Custom Charts tab in the old document and copy any existing charts into the new document Custom Charts tab |
| − | :Save the new document and click the reload icon in the top menu | + | :Close out of the old document QlikView client |
| + | :Save the new document over the original 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 | :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 | :On an end user's machine, start QlikView and '''open in server''' the new document | ||
Latest revision as of 19:14, 21 February 2014
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 latest stable [VSIGNS-Windows-1601.zip] and unzip the file
- Open the new document within CU1
- If you are prompted about macro permissions, select the last radio button and click OK
- Manually start a second QlikView client (Start->Qlikview11) and open the old document locally
- Select the Custom Charts tab in the old document and copy any existing charts into the new document Custom Charts tab
- Close out of the old document QlikView client
- Save the new document over the original 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
