Vital Signs v15 Membership Analysis by SSN
Contents
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 new document Membership_Analysis_by_SSN.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
