Vital Signs v15 Membership Analysis by ACCOUNT

About

The Membership Analysis document contains information about Members, Products, Shares and Loans. This document is designed to view specific membership information for the current date or pror month-end.

Changes

All exportable object (chart) ids 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 new document http://vital-soft.com/download/vitalsigns/documents/Membership_Analysis_by_ACCOUNT.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