I would like to create a Saved Search where it gets the Budget data from the Budget page but at the item level rather than the summary level (see screenshots):
Is this possible where I can start from New Saved Search and get 12 records per account or can I only get the Saved Search at the top level with what was totaled for that account group?
I tried creating a Saved Search based on the Budget Page and that only got me on the summary level. I looked online on Orcale's documentation, and there does not seem like there is a way without coding? I would like to avoid that if feasible. I do not mind adding columns to the results tab or filtering on a proper criteria if I am just doing that part wrong.
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I have to embed a PowerBI scorecard visual on a website. I've set up the scorecard in PowerBI Desktop, and it looks fine; the slicer for the scorecard filters the employee name.
I'd like for the employee that visits the company website to see only their data in the scorecard- in other words, their presence on the website would automatically filter the scorecard to reveal their statistics only. Fortunately, they have to login to the company's website by providing their Windows credentials.
I'm not sure how to go about doing this. I understand that I have to use the "Security" portion of the "Modeling" tab, and I've (successfully) created an explicit role for one viewer by using the following code:
'Table1'[Employee Name] = "John Smith"
Of course, this only reflects John Smith's statistics when I click "View as Roles." I don't think it's practical to explicitly write a DAX code snippet for every single employee, since my company has 3000+ employees.
Can anyone share any instructions, or lead me to some?
Thank you in advance.
I had to deal with a similar issue, though we view our dashboards within the Power BI service, so that is the authentication I am familiar with. The basis for this form of dynamic row level security is that the expression written is evaluated for each row in the indicated table to either True or False.
If your user has signed in to the you will be able to determine the identity using USERPRINCIPALNAME(). This is the email address they use to sign into the service.
Since you are displaying data specific to that user, it is possible you already have their email in your data. If that is the case, and it is simply another field in your table your validation line would look something like:
'Table1'[Email] = USERPRINCIPALNAME()
The left side of the expression refers to the row you are referencing, while the right will supply the name of the authenticated user. If you don't have that available in your existing data, you could use a DAX expression to lookup the Employee name from a list of emails and their associated names.
In this case, you only have one role which everyone needs to be assigned to, and the logic above will determine which rows they can see.
This is a simple example in which each employee can only see their own data. The model can be extended by creating 'security tables' with users and their associated records, and then utilizing the CONTAINS() function to check authorization, but it sounds like you have a 1-to-1 relationship with what individuals should be able to see.
I have a requirement to fulfill where i have to fetch data from the data source.. In that the number of pages in a report might vary due to the number of times the customer has purchased. Basically Customer Number is the primary Key and based on the Customer Number the report will run and each invoice will be in a different page. The template of invoice will be same except for few values. It is in pdf format..
My question is how can i create a report in such a way it takes the default template and creates many invoices based on the number of invoices present .....
Go to Page Explorer and add a Page Set.
Set Query property for your page set
Put your page inside set
Set proper Grouping and Sorting property for your page set.
i am looking to create an invoice in either MS-excel or MS-word. This invoice will contain several fields like invoice no., customer name, product info, quantity, Amount, Date, Address of customer, phone no. etc. The function of the invoice will be, to generate a unique invoice number, every time i open it, and then the vendor will mention the customer's info, product's info and click on submit button or save it. The info mentioned in the invoice will automatically be saved in the MS-Access database whenever submit button is clicked or the document is saved.
Thus, All the records of the customer will be saved in the MS-Access database. whenever i need to search for a particular customer, i should be able to search it from either invoice no. or any unique field for that particular invoice. I hope my query is explained clearly. please let me know the easiest way to do it. I do not have the vast knowledge about this subject, so give me suggestions that are understandable by a Novice.
I think you are starting from the wrong end. Use an Access form to get the data and then run a mailmerge, the easiest way is to output a text file from Access as the data file and use a Word template for the merge.
An autonumber may suit for invoice number as long as all you need is a unique number. If you need documented sequential numbers, you will have to create then yourself. How you do it will depend on the number of users working at the same time.
I can tell you now, generating Word files with Access is a bit of a pain in the ass. If you really want to do formatting it gets hard (is my experience).
I ended up generating HTML files in which I could control everything, and opening them as .docs. But if you are really new to this, I suggest you start with some VBA tutorials, where they explain to you how you get records from you database and loop through them to generate output. And then you can start looking at file writing functions in VBA.
Can't find any tutorials real quick (my girlfriend is getting angry as we speak), but here is a sample:
http://www.access-programmers.co.uk/forums/showthread.php?t=25354
Just look around in fora, look for file generation and looping through records.
Hi just reading your post, like Remou l would strongly suggest you use Access to enter and store the data. It is possible to get a user to enter data into a spreadsheet and write the data back to Access DB. Not something l would recommend for the novice, here is a link to some code on how it could be done
Returning to your first question, of creating the invoice have you considered generating the invoices from Access using a report? They can be printed to PDF, or exported to various electronic formats. Or is there specific reason to use Word/Excel? If are going down the route of using Word to generate the invoice then use a template as Remou suggested. See this link for some samples see the section titled Access > Word. I have used the examples as a basis for Access to Word. A number of the examples though use a tecnology called DAO, which l understand will not be included in any operating system after Windows 7. Just something to be aware of.
Searching for a record in a database table this link has one possible solution . Also the author has included a example database.
I am building a search engine, and have a not so unique ID for a lot of different names... So, for example, there could be an id of B0051QVF7A which would have multiple names like "Kindle" "Amazon Kindle" "Amazon Kindle 3G" "Kindle Ebook Reader" "New Kindle" etc.
The problem, and question i have, is that i am trying to enter this data from a DB of 11 ish million rows. each is being read one at a time. So i dont have all the names of each ID. I am adding new documents to the list each time.
What i am trying to find out is how do i add names to an existing Document? if i am reading documentation correctly, it seems to overwrite the whole document, not add extra info to the field... i just want to add an extra name to the document multivalue field...
I know this could cause some weird and wonderful "issues" if a name is removed (in the example above, "New Kindle" could be removed when a newer Kindle gets released) but i am thinking of recreating the index every now and again, to clear out issues like that (once a month or so. Its taking about 45min currently to create the index).
So, how do you add a value to a multivalue field in solr for an existing document?
Since according to the question linked to by #Mauricio Scheffer's comment... Solr does not currently support updating a single field value in an existing document. I see that there might be a couple of options here...
In your process that is pulling data from the database, when it finds a new name, it will need to pull all fields for the existing document from Solr, add the new value and resend the complete document to Solr (you may already be doing this).
Add some additional logic to your code that reads from the database, to gather all of the unique names for each document prior to inserting documents into the index. However, given that you have ~11 million records, there could be a resource constraint that would prevent this from being feasible.
I am retrieving a list of values from a sharepoint list, which works well but my problem is that it only retrieves the first 100 records. there are currently 500 records that should be available.
Scenario: I have two comboboxes on an infopath form:
A List of Locations
A list of areas within the locations
the list of locations will filter the list of areas but as infopath seems to only retrieve the first 100 records so most of the locations do not show any areas as there is nothing to filter.
By design, the query will only return the first page of results from the default view for the list. Change the item limit for the default view in SharePoint, and you'll change the returned values for InfoPath.
EDIT (links from my comments, here for greater readability):
Here are sources describing this fix in MSDN forum (scroll to the bottom), a blog comment that describes the SharePoint setting step-by-step, one with a screen cap of the somewhat counter-intuitive interface, and another describing performance implications on the server side.
Hope this helps.
Just documenting what I have discovered trying to resolve the problem. I have not been able to change the default view as yet as I dont have the permission to. That should change though.
One possible workaround I have found is that you can export the list to Excel which contains all the data that I was looking for. the file that sharepoint produces is an Excel Query file like "export.iqy". You can save and open the file in notepad. which will look something like the following
WEB
1
http://SharepointSite/_vti_bin/owssvr.dll?XMLDATA=1&List={14C4ED2B-3050-4C47-B5F3-6333C3B0FB28}&View={8E6124E0-23F2-4BA2-86E7-96E7F36BAEC8}&RowLimit=0&RootFolder=%2fLists%2fSharepoint%20Sites
Selection={14C4ED2B-3050-4C47-B5F3-6333C3B0FB28}-{8E6124E0-23F2-4BA2-86E7-96E7F36BAEC8}
EditWebPage=
Formatting=None
PreFormattedTextToColumns=True
ConsecutiveDelimitersAsOne=True
SingleBlockTextImport=False
DisableDateRecognition=False
DisableRedirections=False
SharePointApplication=http://SharepointSite/_vti_bin
SharePointListView={8E6124E0-23F2-4BA2-86E7-96E7F36BAEC8}
SharePointListName={14C4ED2B-3050-4C47-B5F3-6333C3B0FB28}
RootFolder=/Lists/My list
You can take the third line which is -
http://SharepointSite/_vti_bin/owssvr.dll?XMLDATA=1&List={14C4ED2B-3050-4C47-B5F3-6333C3B0FB28}&View={8E6124E0-23F2-4BA2-86E7-96E7F36BAEC8}&RowLimit=0&RootFolder=%2fLists%2fSharepoint%20Sites
And use that to retrieve the complete list. I added an new receive data connection, selected an xml document and added the above URL.
It is not formated particullary nice but it will return all the data that I was expecting.
I think that Argalatyr solution is much simpler at this point, but it depends on if i am able to get the default view changed.
there is yet one workaround of this without such hardcoding. If you open Query editor, then you have there available ribbon with menu items. Open "Home" -> "Select top rows" and enter there some realy high number (I have in my list 596 rows, so I entered there as limit of top rows 20000 and I got whole list).
Sorry, I don't have available English version of Excel, so I cannot add screenshots.
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