Difference between revisions of "Vital Signs v15 Membership Analysis by ACCOUNT"

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>Jeremyb
>Jeremyb
(Installation)
 
(One intermediate revision by the same user not shown)
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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 new document http://vital-soft.com/download/vitalsigns/documents/Membership_Analysis_by_ACCOUNT.qvw
+
:Download the latest stable [VSIGNS-Windows-1601.zip] and unzip the file
:Open the new document in QlikView locally
+
: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's Custom Charts tab
+
: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

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