Difference between revisions of "Excel Template Reports"
>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...") |
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Add an entry to the DocumentDistribution file with the following fields: | Add an entry to the DocumentDistribution file with the following fields: | ||
{| class="wikitable" style="border-spacing: 2,2,2,2;" | {| 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''' | | 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 | + | | OutputFileName || Name of the Excel file to be created. |
|- | |- | ||
| FileExistsAction || Purge | | 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 | + | | 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. |
| − | + | |- | |
| − | : | + | | FileCreatePath || Default path to create the file, if no path specified in the filename. |
| + | |- | ||
| + | | EmailLinkPath || The path to include in an email instead of attaching the actual file. | ||
| + | |} | ||
| + | |||
| + | '''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: | ||
| + | :* If the '''OutputFileName''' includes a path, the file is created in that location. | ||
| + | :* Use the FileCreatePath, is one is specified, on the same row as the report definition. | ||
| + | :* Use the FileCreatePath, if one is specified, on the [[DocumentDistribution.xls#PDFconfig Sheet|PDFConfig]] page. | ||
| + | :* If no path is specified, use the same directory as the Vital Signs application file (usually ''vitalsigns/CUNAME'') | ||
== Creating an Excel Template Report == | == 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. | 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. | ||
Latest revision as of 22:49, 4 December 2015
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 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 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:
| DocumentName | Name of the Vital Signs Application (qvw file). |
| ExportType | Excel |
| Definition | Name of an Excel Template File (*). |
| OutputFileName | Name of the Excel file to be created. |
| FileExistsAction | Purge |
| Selection | Optional: Name of the selection. |
| Banding | Optional: Name of the Banding Field. |
| PrinterName | This field is ignored for Excel Template reports. |
| EmailList | Optional: List of email recipients, separated by a semi-colon. |
| FileCreatePath | Default path to create the file, if no path specified in the filename. |
| EmailLinkPath | The path to include in an email instead of attaching the actual file. |
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:
- If the OutputFileName includes a path, the file is created in that location.
- Use the FileCreatePath, is one is specified, on the same row as the report definition.
- Use the FileCreatePath, if one is specified, on the PDFConfig page.
- If no path is specified, use the same directory as the Vital Signs application file (usually vitalsigns/CUNAME)
Creating an Excel Template Report
An Excel template report is created by designing a 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.
