Copyright 2007, Information Builders. Slide 1 Renee Teatro Information Builders EXCEL Templates.

Copyright 2007, Information Builders. Slide 1

Renee Teatro

Information Builders

EXCEL Templates

Overview of the available Excel Format optionsExcel Report BurstingExcel Compound ReportsExcel Templates

Review example using Developer StudioCompound Excel Templates

EXCEL Templates Agenda


Fully formatted spreadsheets, Stop-lighting, numeric/date format translation, etc.

Real-time drill-down within a spreadsheet

Automatic PivotTable generation

Native Excel Formulas

Compound reports

Population of existing spreadsheets

Creating the Complete Spreadsheet SolutionOut of the box…


HOLD FORMAT EXL2K

Standard Excel output

HTML/XML format

Advantages:

Full styling and formatting

Drill-downs

Customized sheet names

Distributable

Creating the Complete Spreadsheet SolutionAvailable Excel formats

Considerations:

Heavy styling = large file size

No formulas

XHT file extension


HOLD FORMAT EXL2K FORMULA

Standard Excel output extension

HTML/XML format

Advantages:

Full styling and formatting

Drill-downs

Customized sheet names

Distributable

Formulas = ready for analysis


Considerations:

Heavy styling lends to large file size

XHT file extension

Extended processing


HOLD FORMAT EXL2K PIVOT

Unique Excel output extension

Fully functional Excel PivotTable

Advantages:

Mini data cube on your desktop

Distributable

Ready for analysis


Considerations:

Large file size

Special syntax rules

Limited styling


HOLD FORMAT EXL97

Deprecated Excel output

Designed specifically for Excel 97

HTML based (No XML or CSS)

Advantages:

Styling, drill-down

Distributable


Considerations:

Heavy styling = large file size

No formulas

No CSS based features

Limited numeric formatting


HOLD FORMAT EXCEL

Deprecated Excel output

Binary format

Advantages:

Opens in all versions of Excel

Extremely light weight

Distributable


Considerations:

No styling

No formulas

No drill-downs

No headings/footings


Creating the Complete Spreadsheet SolutionExcel Report Bursting

HOLD FORMAT EXL2K BYTOCUnique Excel output extensionBursts data into multiple worksheets

Advantages:

Organizes the data into individual worksheets based on sort values

Utilizes existing HTML Table of Contents syntax


Creating the Complete Spreadsheet SolutionExcel Compound Reports

SET COMPOUND=OPEN/CLOSE (NOBREAK)Multi-report output in a single workbook

Advantages:

Ability to combine data from multiple sources

Mix and match Excel formats

Utilizes existing PDF compound report syntax

Distribute multiple reports in a single workbook


WebFOCUS Release 7Available Excel formats

HOLD FORMAT EXL2K TEMPLATEPopulates existing

Excel filesAdvantages:

Leverage spreadsheets already in use within your organization

WebFOCUS can drive complex Excel applications

More Excel functionality and styling for end users


Typical situations: Novice users requiring

data for WHAT-IF analysisEXL2K FORMULA

Advanced users requiring a data

set for high level of analysisPivotTable

A snapshot of data for review/filingEXL2K

Creating the Complete Spreadsheet SolutionThe best fit for the situation


Typical situations cont… Users requiring scheduled automatic delivery of data

EXL2KEXCEL

Creating the Complete Spreadsheet SolutionThe best fit for the situation

Advanced macro based application requiring a steady stream of operational data

EXL2K TEMPLATE

Highly styled report for presentationHTML or PDFEXL2K TEMPLATE


WebFOCUS Release 7 - Promote User Productivity Excel Templates

Ability to populate your own custom Excel workbook with data from WebFOCUS WebFOCUS will merge Excel output with an existing Excel

“template”

Benefits Leverage existing spreadsheets already

in use within your organization Allows WebFOCUS to integrate with complex Excel workbooks

that may contain macros, graphs, or complete VB applications.

Allows developers to supply ad hoc or end users with more advanced Excel functionality out of the box such as filters, subtotals, page/print settings, etc.

Allows more advanced styling for Excel based reports.


Centralized Excel TemplatesRefreshed with data from anywhere in the enterprise Lock/Protect Cells Reduces errors

WebFOCUS can be your “data engine”Eliminate manual data entry

Automate your AuditingCreate charts, functions, comparison formulas, etc.Utilize Excel’s Formula Auditing

Speed Financial Reporting Improve Consistency

WebFOCUS Release 7 Excel Templates - Benefits


WebFOCUS Release 7 Excel Templates

Data entered manually

Data automatically refreshed

Replaced sheet


WebFOCUS Release 7 Excel Templates – How It Works

The Template Create an Excel workbook and designate one worksheet that will

be replaced with a WEBFOCUS report Save the workbook as a “Single File Web Page” (Web Archive)

Extension will be “.mht” Must be stored in EDAPATH or APP PATH

The WebFOCUS procedure Output format is EXL2K [FORMULA] Special syntax that references the template file

and individual worksheet

ON TABLE PCHOLD FORMAT EXL2K TEMPLATE WFTMPLT SHEETNUMBER 1


WebFOCUS Release 7 Microsoft MHTML format

Web Archive or Single File Web Page

Encapsulation of worksheet files in MIME format

Supported in Office 2002 (XP) and 2003

Used to generate and distribute any multi-file Excel reportCompound ReportsBursted reportsPivotTablesTemplates


Avoid functional pitfalls that negate built in Excel features

Absolutely no blank lines or cells SET BY DISPLAY=ON

If you must have a Heading or Footing Add blank line after Heading

and before Footing

No Subheads, Subfoots, Subtotals, etc Use Excel’s built in Subtotal feature

WebFOCUS Release 7 Creating an Excel ready worksheet


WebFOCUS Release 7 Excel Template – Example – Existing XLS File – Sheet 2


WebFOCUS Release 7 Excel Template – Example – Existing XLS File – Sheet 1


WebFOCUS Release 7 Excel Template – Example – Existing XLS File – Sheet 1 Change the worksheet format to the Excel file type, mht.

This will enable WebFOCUS to populate the datasheet. Save the file to the appropriate APP directory


WebFOCUS Release 7 Excel Template – Example – Create New Procedure


WebFOCUS Release 7 Excel Template – Name Procedure & Select Report Painter


WebFOCUS Release 7 Excel Template – Example - Select CenturySales


WebFOCUS Release 7 Excel Template – Example – Create DEFINE field


WebFOCUS Release 7 Excel Template – Example – Create DEFINE field


WebFOCUS Release 7 Excel Template – Example – DEFINE in Field List


WebFOCUS Release 7 Excel Template – Example – Add Sortfields to Report


WebFOCUS Release 7 Excel Template – Example – Add verb objects to Report


WebFOCUS Release 7 Excel Template – Example – Add verb objects to Report


WebFOCUS Release 7 Excel Template – Example – Run Report


WebFOCUS Release 7 Excel Template – Example – Adjust BYDISPLAY Feature



SET BYDISPLAY=ON




WebFOCUS Release 7 Excel Template – Example – Add Report Heading






WebFOCUS Release 7 Excel Template – Example – Add Excel Template








WebFOCUS Release 7 Excel Template – Example – Run Report – Sheet 1








WebFOCUS Release 7 Excel Template – Must have minimum of 2 Worksheets

(FOC3290) EXL2K: Template file is not a valid WebArchive file (FOC009) INCOMPLETE REQUEST STATEMENT BYPASSING TO END OF COMMAND

Microsoft Templates:http://office.microsoft.com/en-us/templates/default.aspx

TABLE FILE CARPRINT BODYTYPE AS 'Bodytype'BY HIGHEST COUNTRY AS 'Country'BY CAR AS 'Car Name'BY MODEL AS 'Model'ON TABLE SUBHEAD"CAR MANAGEMENT LIST"" "WHERE COUNTRY NE 'ENGLAND';ON TABLE SET PAGE-NUM OFFON TABLE NOTOTALON TABLE PCHOLD FORMAT EXL2K TEMPLATE 'EXCEL_CUSTOMER MANAGEMENT LIST11' SHEETNUMBER 1…


WebFOCUS Release 7 Excel Template – Incorrect Template name or extension

(FOC3289) EXL2K TEMPLATE FILE: Error opening file

(FOC009) INCOMPLETE REQUEST STATEMENT

BYPASSING TO END OF COMMAND

Right template name but .mht file not created and picked up or Incorrectly spelled or non-existent template name referenced

TABLE FILE CARPRINT BODYTYPE AS 'Bodytype'BY HIGHEST COUNTRY AS 'Country'BY CAR AS 'Car Name'BY MODEL AS 'Model'ON TABLE SUBHEAD"CAR MANAGEMENT LIST"" "WHERE COUNTRY NE 'ENGLAND';ON TABLE SET PAGE-NUM OFFON TABLE NOTOTALON TABLE PCHOLD FORMAT EXL2K TEMPLATE ‘WRONG NAME' SHEETNUMBER 1…


WebFOCUS Release 7 Excel Template – MVS SSCTL Requirements Make sure the .MHT file is transferred in ASCII format MEMBER in a PDF – Attributes of dataset: RECFM VB and LRECL 512.

BROWSE CSSRXT.MHT.DATA(TWOTEST) Line 00000000 Col 001 080 ********************************* Top of Data ********************************** MIME-Version: 1.0 X-Document-Type: Workbook Content-Type: multipart/related; boundary="----=_NextPart_01C6A5D9.73C5D8B0" This document is a Single File Web Page, also known as a Web Archive file. If y

------=_NextPart_01C6A5D9.73C5D8B0 Content-Location: file:///C:/A565A114/twosheet.htm Content-Transfer-Encoding: quoted-printable Content-Type: text/html; charset="us-ascii"

<html xmlns:v=3D"urn:schemas-microsoft-com:vml" xmlns:o=3D"urn:schemas-microsoft-com:office:office" xmlns:x=3D"urn:schemas-microsoft-com:office:excel" xmlns:ss=3D"urn:schemas-microsoft-com:office:spreadsheet" xmlns:html=3D"http://www.w3.org/TR/REC-html40" ... Allocate the dataset containing the EXL2K Template(s) to the DDNAME MHT Add allocation to reporting server startup JCL or dynamically in the request

DYNAM FREE FILE MHTDYNAM ALLOC FILE MHT DS CSSRXT.MHT.DATA SHR REU TABLE FILE BIGCAR PRINT CAR MODEL SEATS BY COUNTRY ON TABLE PCHOLD FORMAT EXL2K TEMPLATE 'TWOTEST' SHEETNUMBER 1 END


FILEDEF HOLD1 DISK hold1.mht

TABLE FILE CENTORDSUM LINEPRICEBY PRODNAME ACROSS YEARON TABLE SET PAGE-NUM OFFON TABLE SET BYDISPLAY ONON TABLE HOLD AS HOLD1 FORMAT EXL2K TEMPLATE myTemplt SHEETNUMBER 1

ENDTABLE FILE CENTINVSUM QTY_IN_STOCK BY PROD_NUM BY PRODNAMEON TABLE SET PAGE-NUM OFFON TABLE SET BYDISPLAY ONON TABLE PCHOLD FORMAT EXL2K TEMPLATE HOLD1 SHEETNUMBER 2END

Creating the Complete Spreadsheet SolutionCompound Templates






APP HOLD SESSIONAPP FI COMPXLSH COMPXLSH.MHTTABLE FILE CARHEADING"Report 1: W Germany"PRINT DCOST BY COUNTRY BY CARIF COUNTRY EQ 'W GERMANY'ON TABLE HOLD AS COMPXLSH FORMAT EXL2K TEMPLATE 'COMPXLS_SINGLE' SHEETNUMBER 1ON TABLE SET STYLE *type=report, color=red, $type=data, backcolor=yellow, $type=heading, color=blue, $ENDTABLE FILE CARHEADING"Report 2: England"PRINT RCOST BY COUNTRY BY CAR BY MODELIF COUNTRY EQ ENGLANDON TABLE PCHOLD FORMAT EXL2K TEMPLATE 'COMPXLSH' SHEETNUMBER 2ON TABLE SET STYLE *type=report, color=yellow, backcolor=black, style=bold, $END





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Copyright 2007, Information Builders. Slide 1 Renee Teatro Information Builders EXCEL Templates.

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