Excel Template Reports

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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 (2)
FileExistsAction Purge
Selection Optional: Name of the selection
Banding Optional: Name of the Banding Field
PrinterName This field is ignored for QlikView PDF reports
EmailList Optional: List of email recipients, separated by a semi-colon
(*) By default, the template definition file is located in the vitalsigns/CUNAME/data/config directory

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.