Difference between revisions of "Vital Signs v15 Daily Membership Summary"

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>Jeremyb
(Created page with "===About=== The Membership Analysis document contains information about Members, Products, Shares and Loans. All charts and tables reflect totals based on the "Current Select...")
 
>Jeremyb
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===About===
 
===About===
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The Membership Analysis document contains information about Members, Products, Shares and Loans.  All charts and tables reflect totals based on the "Current Selections".  Selections can be made by clicking on a list box, or by selecting a dimension in a chart or table.  To view the currect selections, press Ctrl-Q.
 
  
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The 'Summary' tab contains Membership summaries.  A wide variety of charts are available in the chart tabs ('Branch Charts', 'Member Charts', 'Deposit Charts', 'Loan Charts').  To select a different chart click one of the buttons on the left side of the page.  The dimensions on many of the charts can be switched using the circular button located inside each chart.  At the top of each chart page are select boxes that correspond to each of the available dimensions.
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'''Revision 1744'''
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The charts always display data relative to the "Current Date" (which is usually data from the end of the prior business day) or "Prior Month" (which is the last available month-end date).  To switch modes, make the appropriate selection in the top left hand corner of the page.  Some charts display "daily" or "monthly" data.  This selection is also located at the top left hand corner.  Note: daily numbers are only available when "Current Date" is selected.
 
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Finally, use 'View Details' to see a detailed list of Members, Shares and Loans.  These lists can be exported to Excel using the 'XL' button on the table.
 
  
  
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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
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:Download the new document http://vital-soft.com/download/vitalsigns/documents/Monthly_Membership_Summary.qvw
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:Download the new document [http://vital-soft.com/download/vitalsigns/documents/Daily_Membership_Summary.qvw Daily_Membership_Summary.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

Latest revision as of 22:17, 31 May 2013

About

Revision 1744


Changes

Removed trial balance from member charts


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 Daily_Membership_Summary.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
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