Analysis And Reporting Analysis And Reporting With Office Web With Office Web ComponentsComponents

Mike AmmerlaanMike AmmerlaanProgram ManagerProgram ManagerExcel/ComponentsExcel/ComponentsMicrosoft CorporationMicrosoft Corporation

4-3024-302

OverviewOverview

Components overviewComponents overview Basics:Basics:

Chart and PivotTableChart and PivotTable®® data binding data binding Chart component basicsChart component basics PivotTablePivotTable®® component basics component basics

Solutions:Solutions: Custom reporting using PivotTableCustom reporting using PivotTable®® PivotChartsPivotCharts Drill through with the PivotTableDrill through with the PivotTable®®

Food For Thought: Food For Thought: A Timesheet WeblicationA Timesheet Weblication

Web Components OverviewWeb Components Overview

Chart and PivotTable are Chart and PivotTable are COM componentsCOM components

Use them in:Use them in: Internet Explorer 4.01 or higher Internet Explorer 4.01 or higher

Edit in FrontPageEdit in FrontPage®®, Visual InterDev, Visual InterDev®®, Access , Access Data PagesData Pages

Visual BasicVisual Basic®® forms, VBE forms forms, VBE forms Other COM control containersOther COM control containers UI-lessUI-less

Connecting The Connecting The Components To DataComponents To Data

Connecting To DataConnecting To Data

Passing A Data ObjectPassing A Data Object Build the data objects using script Build the data objects using script

(e.g., an ADO Recordset)(e.g., an ADO Recordset) Pass the data objects to the controlPass the data objects to the control

Setting Connection Properties DirectlySetting Connection Properties Directly ConnectionString, CommandText, Data ConnectionString, CommandText, Data

Member propertiesMember properties

Do It Yourself Data ObjectsDo It Yourself Data Objects

PivotTable and Chart can connect to any Data PivotTable and Chart can connect to any Data Source ObjectSource Object PivotTable:PivotTable:

set ptable.DataSource = dscset ptable.DataSource = dsc

ptable.DataMember = nameptable.DataMember = name

Chart:Chart:set cds = ChartSpace.ChartDataSources.Add()set cds = ChartSpace.ChartDataSources.Add()

set cds.DataSource = dscset cds.DataSource = dsc

cds.DataMember = Namecds.DataMember = Name

PivotTable is a DSO, thus you can PivotTable is a DSO, thus you can bind Chart to itbind Chart to it

Connecting Directly Connecting Directly

PivotTable natively supports PivotTable natively supports CommandText and ConnectionString CommandText and ConnectionString for connecting directly to datafor connecting directly to data

PivotTable connects to OLAP data via PivotTable connects to OLAP data via the ConnectionString and DataMember the ConnectionString and DataMember propertiesproperties ptable.ConnectionString = ptable.ConnectionString =

“<Conn String>”“<Conn String>” ptable.ptable.DataMemberDataMember = “<Cube Name>” = “<Cube Name>”

Chart SpecificsChart Specifics

Charting TerminologyCharting Terminology

ChartChart

Chart.SeriesChart.Series

ChartSpaceChartSpaceChartSpaceChartSpace

TitleTitle

Chart.TitleChart.Title

LegendLegend

Chart.Series.Chart.Series.PointPoint

Chart Object Model MapChart Object Model MapChartSpaceChartSpace

Points(…)Points(…)

SeriesCollection(…)SeriesCollection(…)Charts(…)Charts(…)

Trendlines(…)Trendlines(…)

Axes (…)Axes (…)

LegendLegend

PlotAreaPlotArea

DataLabelsCollection(…)DataLabelsCollection(…)TitleTitle

BorderBorder

ErrorBarsCollection(…)ErrorBarsCollection(…)

PivotTable SpecificsPivotTable Specifics

PivotTable TerminologyPivotTable TerminologyTool BarTool Bar

Title BarTitle Bar

FilterFilterAxisAxis

RowRowAxisAxis

ColumnColumnAxisAxis

DataDataAxisAxis

FieldsetFieldset

FieldField

MemberMember

TotalTotal

AggregateAggregatePivotTable.SelectionPivotTable.Selection

(PivotRange)(PivotRange)

PivotTable Object ModelPivotTable Object ModelPivotTablePivotTable

Column-, Row- Column-, Row- Members(…)Members(…)

ActiveDataActiveDataActiveViewActiveView

Fieldsets(…) Fieldsets(…)

Column-, Data-, Column-, Data-, Row-, Filter- AxisRow-, Filter- Axis

Fieldsets(…)Fieldsets(…)

LabelLabel

FieldLabel*, FieldLabel*, Member*, Total*Member*, Total*

* = ForeColor, Font, * = ForeColor, Font, BackColor, etc.BackColor, etc.

Cells(…)Cells(…)

SolutionsSolutions

PivotTable Reports With PivotTable Reports With Predefined ViewsPredefined ViewsScenario: Web page for employees to view Scenario: Web page for employees to view popular report typespopular report types

PivotTable component in Web page, PivotTable component in Web page, with HTML user interface with HTML user interface

View configuration is done with:View configuration is done with: InsertFieldSet on Axis objectsInsertFieldSet on Axis objects Manipulating field objects on Manipulating field objects on

Axis.Fieldsets(…)Axis.Fieldsets(…)

PivotChartsPivotCharts

Scenario: Adding charts as views of a Scenario: Adding charts as views of a PivotTablePivotTable

Add a chart object to the pageAdd a chart object to the page Bind it to the PivotTableBind it to the PivotTable Add a data series using SetDataAdd a data series using SetData Add some logic for showing an Add some logic for showing an

appropriate chartappropriate chart

Supporting Drill Through In Supporting Drill Through In The PivotTableThe PivotTable Catch DblClick EventCatch DblClick Event

Use PivotTable.Selection property to Use PivotTable.Selection property to determine selectiondetermine selection

Get Row, Column and Filter MembersGet Row, Column and Filter Members Build SQL WHERE clause specifying Build SQL WHERE clause specifying

member namesmember names Set CommandText of new PivotTableSet CommandText of new PivotTable

More InformationMore Information

Office Web sitesOffice Web sites http://support.microsoft.com/support/http://support.microsoft.com/support/

OfficeDev/webcomp.asp OfficeDev/webcomp.asp http://www.microsoft.com/officedevhttp://www.microsoft.com/officedev Search for msowcvba.chm on your drive Search for msowcvba.chm on your drive

for an API referencefor an API reference Programming Microsoft Programming Microsoft

Office 2000 Web ComponentsOffice 2000 Web Componentsby Dave Stearns,by Dave Stearns,Microsoft PressMicrosoft Press

Microsoft Script EditorMicrosoft Script Editor

I recommend Microsoft Script Editor I recommend Microsoft Script Editor for editing your scripts:for editing your scripts: Based on Visual Interdev, but without a Based on Visual Interdev, but without a

lot of the unneeded complexitylot of the unneeded complexity Comes with Office 2000Comes with Office 2000 To use it, make sure it is installed by using To use it, make sure it is installed by using

the Office setup app (it is not installed the Office setup app (it is not installed by default)by default)

Search for MSE.EXE on your machineSearch for MSE.EXE on your machine

PivotTable IssuesPivotTable Issues

Visual totalsVisual totals If you exclude Seattle, does WA remain the same If you exclude Seattle, does WA remain the same

or does it = WA – Seattle?or does it = WA – Seattle? ActiveView.TotalAllMembers configures thisActiveView.TotalAllMembers configures this

SR1 PivotTable: PivotTable.Connection SR1 PivotTable: PivotTable.Connection propertyproperty Exposes current OLAP sessionExposes current OLAP session Execute CREATE MEMBER statements to create Execute CREATE MEMBER statements to create

calculated memberscalculated members Call PivotTable.Refresh and get new ActiveData Call PivotTable.Refresh and get new ActiveData

object to pick up new totalsobject to pick up new totals

DeploymentDeployment

No technological tie to Office 2000No technological tie to Office 2000 Can deploy to the without also deploying Can deploy to the without also deploying

Office 2000Office 2000 However, install requires a However, install requires a

MS Office 2000 license per desktopMS Office 2000 license per desktop Auto-install with Microsoft InstallerAuto-install with Microsoft Installer

Use the CODEBASE attribute, must be a Use the CODEBASE attribute, must be a file:\\ path (I.e. Intranet only)file:\\ path (I.e. Intranet only)

CAB is 1.6 MbCAB is 1.6 Mb Requires MDAC 2.1 for data-accessRequires MDAC 2.1 for data-access

Common UI ElementsCommon UI Elements

AutoFitAutoFit Grows and shrinks with dataGrows and shrinks with data Good for Internet Explorer, bad for formsGood for Internet Explorer, bad for forms

Hide/show UI elementsHide/show UI elements Display* properties control visibilityDisplay* properties control visibility Hide/Show Titlebar, Toolbar, FieldList, Hide/Show Titlebar, Toolbar, FieldList,

Property Toolbox, Expand indicators, Property Toolbox, Expand indicators, Drop zonesDrop zones

TitlebarTitlebar ActiveView.Titlebar.Caption = “Hello”ActiveView.Titlebar.Caption = “Hello”