Vital Signs v15 Membership Analysis by ACCOUNT

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