I'm currently testing some functionalities in Cognos Analytics 11.
My goal is to export a report to an excel file. The report should have multiple pages, each containing a list of data and a graph visualizing the data. Currently when I do this, the visualization is exported as an image into the excel file. What I want is to have the visualization editable/customizable within excel, in such a way that if a change is made to the list of data, the visualization is updated.
Is this possible?
Your question:
What I want is to have the visualization editable/customizable within
excel, in such a way that if a change is made to the list of data, the
visualization is updated.
Short answer: No - that is not possible.
Long answer:
IBM Cognos Analytics renders exports to Excel on the server side. As you noticed, the visualizations are created before they reach Excel and are "static" according to the data flowing into them.
If you want to achieve interactivity inside Excel, you would need to program that in some Excel Macros or use Excel Native visualizations.
What you might want to explore are data modules. With IBM Cognos data modules you can upload your excel file with the changed data to the IBM Analytics Server.
See this very short technote on how to do that: https://www.ibm.com/support/pages/node/295345
And from there you can do all the fancy stuff that IBM Analytics Dashboards provides like interactive filtering, linking, drilling, filtering and so on and so on.
The results can be embedded in any HTML page via direct URL.
You might want to automate data upload to IBM Cognos.
Hope that helped.
It depends on which visualizations you use. The 11.1 visualizations, 11.0 visualizations, and Legacy visualizations appear to render to Excel as an image. If you use Charts (the old-school visualizations from Cognos 10 -- so, 8 years old) some or all of these will render to Excel as an Excel chart and use data on a hidden worksheet as its source. I tested this by creating a clustered column chart based on very simple data from the GO Sales (query) package. I suspect you'll also find that Charts are far more configurable than the newer visualizations.
Related
I would like to create an Excel Tool that would act as a Monitoring Tool for our agents on the floor.
Right now we don't have an exclusive WFM tool that would monitor and call out agents with their activities and productivity, the only thing we have is a dashboard to view all agents status and the durations of their status or calls. This is a web-based viewer of our dialer that would only shows agents with their current status but they won't trigger or notify if an agent is going over our set thresholds for their wrap up time, over breaks or lunch.
Currently, I have an existing excel file that would look up values from another sheet to populate the table with information that I need such as the name of agent, their current status and current duration of the call.
The another sheet I've mentioned above is a blank sheet where I would simply paste all the data from the webpage of our dialer. So basically I am just doing copy-paste method where I am selecting all the contents from this webpage which is our dialer and pasting it in on the blank excel sheet that I created and the table that I made will find all the values that I setup from that blank sheet.
I really don't have enough knowledge but I still tried Data>Get Data>From Web and I am not getting anything.
I tried pasting the web link, but I don't seem to pull up any data.
I know as I've mentioned, I don't really have enough knowledge and maybe I need some basics doing this method.
What I would like to happen is if there's a way to link a webpage, sync its data to an excel sheet and is it possible to make it real-time so that way I can have an improvised WFM Tool that would help me monitor our agents activities?
Thank you in advanced!
Getting data from the Internet through a standard mechanism (Data >Get Data > From Web) is not always successful. Excel can recognize tables on a web page, but not always in the way that the human eye recognizes them.
Actually, there are two options here:
write a macro that parses specifically those pages from which you are currently getting data manually (“…I am just doing copy-paste method…”).
prepare web pages so that data from them can be automatically downloaded via Data >Get Data>From Web via standard Excel functionality.
Both require programming specifically for your task.
For example, I could write a parser, but for this I need access to the web page from which you are copying and pasting.
Or the programmer who wrote the web page can create new pages with the same data, but in a format that Excel understands. But this programmer needs to specify exactly how to design web pages.
I run reports in JIRA and then export them to excel. I then work on this data to create control charts in excel. How can i use macros (or any other tool) that would help me run this process of exporting the report and then customizing to create control charts every once a week?
Your question is quite general, so there are many possible solutions:
Use a commercial reporting add-on like EazyBI or Arsenale Dataplane
Use the JIRA REST API to script your own solution. There are different possibilities here as well:
Retrieve the info you need using the search REST resource, then generate your own output file in csv or another excel compatible format.
Use VBA from within Excel to retrieve all the info you need.
Some more options in this post on Atlassian Answers
I want to be able to create reports in Excel which read data from Google Analytics
How do I go about doing this? I find a lot of information about using Google Spreadsheets but my team is more familiar with Excel
I'd like them to be able to pivot data from google analytics/create graphs and i'd like to be able to create graphs which refresh when the data refreshes
You can easily convert a Google Spreadsheet to Excel format by downloading it as "xlsx".
I'm doing pretty much the same.
First of all, you need to have 2 separate sheets, 1 for your core data and one for your visual part (ur graphs).
In raw data sheet, get insert the data from GA
In graphs sheet, create ur graphs using the raw data.
Now, if you import new data and replace the old one, it should automatically update your graphs as well (unless you deleted some references).
In general, this could be automated, but typically you need additional tool to so so. I hope this helps
I have an excel file with data and need to make this available on web.
The web version of the excel file need to have the following features
Switch between read and edit mode
All cells should be editable at the same time
Inline editing of each cell
Save all cells that have been changed with a single button.
Ability to add and remove rows
Store values in notes document(s)
I have looked at the Dojo Grid JSON REST control in the extension library sample database and it does basically all that I want but I am not happy with the presentation and it seem a bit limited as I later on may need to add other actions to the table cells.
I am looking for an html table version
Which controls should I use to accomplish this? and how can I create a submit button that saves all cells/rows?
Thanks for helping out
Thomas
There is also a project on OpenNTF that gives you a full fledged spreadsheet, that can even load Excel files. It is based on the OpenSource ZK-Spreadsheet
Have a look!
The OpenNTF project was one of the winners in the first OpenNTF contest.
All of those options are possible with the EXTJS grid
You can see some examples here
http://demo.xomino.com/xomino/extjs.nsf
or on the blog
http://xomino.com/extjs
but also check out the examples on the sencha page
http://docs.sencha.com/extjs/4.2.2/extjs-build/examples/
I have an Excel report showing a pivot table pulling data from a Data Model on Sharepoint.
I need to filter the report by each "manager" in the company(10 managers in total), so that every manager sees it's own report with it's own data.
Because reports are sharepoint integrated, i cannot play with macros.
What solution would you use to solve this problem?
My idea so far is to create a manager slicer, select manager, hide slicer and save excel. For a total of 10 excel reports. Not sure if that's a decent way tho.
I would also like to avoid creating 10 data models.
Any idea is welcome, thanks.
gg.nz,
I would opt out for using PowerView for creating easy-to-use dashboards. That will allow you to easily manage users as well. Creating 10 duplicated Excel files can be quite time-consuming and updating them manually would be not a smart way to go since you have SharePoint & Office 2013 functionality available.
See this post with detailed instructions how to use PowerView dashboards.