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

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>Jeremyb
(Created page with "===About=== The Membership Analysis document contains information about Members, Products, Shares and Loans. This document is designed to view specific membership information...")
 
>Jeremyb
(Installation)
 
(One intermediate revision by the same user not shown)
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===About===
 
===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.
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'''Revision 1770'''
 
 
  
 
===Changes===
 
===Changes===
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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_SSN.qvw
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:Download the new document [http://vital-soft.com/download/vitalsigns/documents/Membership_Analysis_by_SSN.qvw Membership_Analysis_by_SSN.qvw]
 
:Open the new document in QlikView locally
 
:Open the new document in QlikView locally
 
::If you are prompted about macro permissions, click OK
 
::If you are prompted about macro permissions, click OK

Latest revision as of 22:30, 31 May 2013

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