I have created a handful of tables in SSRS, all with pagebreaks in between them, which successfully exports onto separate excel worksheets/tabs. The tables are not grouped. I am looking for a way to have the worksheets/tabs be automatically named when the report is exported, but can only find ways to do that when there are groups in the report. I am pretty sure this is possible, as I do have access to another report where this seems to be the case, but I can't seem to find anything on how it is being accomplished.
Click the tablix, make sure it is the tablix not one of the cells that is selected. You should see the cross handle in the top left.
Now in the properties panel, just edit the page name. This can either be static text or an expression.
This defines the worksheet name when exported
Related
We're looking at allowing our customers to download an Excel file from our web application which contains a raw export of their data along with some basic charts and pivot tables based on that data.
The basic way, we want to make this work is that we have a fixed Excel file which contains all the reporting elements in one worksheet and have room for the underlying data in another worksheet. When the user requests their Excel report, we programmatically fill out the data worksheet with their results and send them the final Excel file.
Everything seemed a bit to easy when doing the prototyping with a fixed set of data. The dataset we worked with was added to the Excel Data Model and we then set up the charts and other reporting elements. However, when using that file as the template for the generated Excel file in our application we are finding that the definition of the data model still remains - meaning, that we built the "protype" with a table definition of $A$1:$T$5879
but when generating the report, that definition isn't changed to contain whatever size the added dataset might have.
We're using EPPlus to work with the generation of our Excel sheets and have so far been unable to find any sort of solution to this kind of problem. This might very much be due to us being quite Excel novices. The goal is to have the user experience, that the charts and pivot tables contained in the Excel sheet reflects the total dataset contained in the Excel file without them having to do anything.
Ok, I've actually found a solution for it.
The solution was right infront of us.
We define the dataset as a named set - this is done under under the "Formulas" and inside the "Name Manager". We have a range which defines our dataset - the "Refers To" field when defining a range can take a formula. So intead of giving it a fixed size, we use this: =OFFSET(Data!$A$1;0;0;COUNTA(Data!$A:$A);COUNTA(Data!$1:$1))
This counts the amount of rows and columns, with reference to A1 in our Data worksheet. All our pivots are set to reload on startup and that seems to work.
I'm looking for a way to save and load the entire Excel pivot table configuration using VBA. I'd like to have several layouts(ie. grouping, columns, filters, etc) for a single pivot table that would be selectable from a combo box. Is there something like that already written?
This is something that I intend to put into a commercial PivotTable addin I'm working on (but I haven't coded it up yet). Basically the way to achieve this most simply is to simply store a copy of each of the the PivotTable configurations you want on a hidden sheet, and when the user selects the one they want from a dropdown simply swap it for the one currently viewable.
We have a report which looks like this:
If I then go Actions>Export>Excel I get the following:
Unfortunately the number circled is misleading. This column is a count of users - so if the same user was in several months they should only be counted in the total as 1.
I assume out-of-the-box it adds the excel outline whenever we include the expansion/collapse (+/-) functionality in the report.
Is there a way in the rdl file to stop RS's export functionality of adding the outline?
That Outline behaviour in Excel is triggered by the ToggleItem property in SSRS. You cannot set this with an Expression. Therefore I would remove the ToggleItem property from all textboxes.
Instead I would use Bookmarks and/or DocumentMap functionality - these achieve similar results and generally work better across a broad range of rendered output formats.
My Access programming is a little rusty, & I've never worked with Excel files all that much.
I have a requirement to bring data from Excel spreadsheets into Access 2007. These spreadsheets have a fixed (predictable) format, but it includes a "header area" where I need to read single data items from specific cells, followed by a mass of tabular data (~500 rows in the one sample I've seen so far). I will be processing all of this into a set of tables that are normalized quite differently from the flat layout of the spreadsheet.
I know how to open an ADO recordset on the tabular data, and it should work fairly well for my purposes. I also figure that I can reference the Excel object model and open the sheets through Automation to get the "header area" data items.
My question is this: since I have to (I think) use the Automation approach for the "header area", am I better off just leaving it open in this mode to move on to the tabular data (with cell/range navigation), or closing that mode & going over to ADO? I suspect it's the latter--and I'd be more comfortable with it--but I don't want to do the wrong thing just because it's more familiar.
Edit
It seems I wasn't clear that I need to build this capability into the "application", as something that a user can repeat down the line. I'm assured that I can trust the format of the spreadsheet (though I'll include error trapping for graceful failure if that turns out to be false). These spreadsheets are "official design documents" for hardware, and my app needs to handle bringing in new &/or updated ones to track the things that are described in the tabular data in ways that the flat Excel format diesn't allow for.
Of those two options, I would choose the second simply because I find it more convenient to work with an ADO recordset. It should be fairly simple if you can assign a named range to your spreadsheet's tabular data.
Edit: If your spreadsheet includes field names, the recordset approach would be less prone to break due to spreadsheet changes such as one or more new columns inserted before or between the existing columns or a re-ordering of the existing columns.
But actually, I think the TransferSpreadsheet Method might be more convenient. You can specify the spreadsheet range as a named range or by cell address as in this example from the linked page:
DoCmd.TransferSpreadsheet acImport, 3, _
"Employees","C:\Lotus\Newemps.wk3", True, "A1:G12"
Also, you can choose between importing the spreadsheet range directly into an Access table, or linking to the range as a "virtual" table ... whichever best meets your application's needs.
Edit2: Creating a link (acLink instead of acImport) with TransferSpreadsheet would allow you to execute SQL statements against the link table:
INSERT INTO DestinationTable (field1, field2, field3)
SELECT foo, bar, bat FROM LinkedTable;
If the header information is really complicated, this can simplify your coding work:
In the official design Excel file, create a hidden tab.
In that tab, make a 1-row table connecting to all the header elements you're interested in. (i.e. set row 1 column 1 to "Document#" and row 2 column 1 to Sheet1:A1)
Then you can re-use the same VBA procedure to import both your tabular data and your header data.
I would do it all via Automation. Why have two separate processes where one will do? After you've read the header information reading the tabular information will be quite easy.
I inherited an application back in mid-2000 that was built to import Excel spreadsheets that were basically reporting output from MYOB (an accounting program). What had been done was to simply create a template table that had all the columns necessary to accomodate the report, using text data type for all columns. Then the non-data rows were filtered out and processed into the eventual destination table.
It's not elegant, and doesn't require a lot of programming, though the implementation I inherited used a dedicated temp table for each report layout that was being imported. You could easily replace all of those with a single table with 100 text columns of 255 (or memo fields, for that matter, if that was a requirement), and just re-use it.
I'm not sure if I'd recommend it or not, but it really is quite easy without requiring much in the way of code.
I am working on an excel report in CrystalReports, in VS2005. I have a field in the Details section which can have up to 255 characters of text, and I want the height of the row in excel to expand so that the entire text can be seen initially when the report is generated.
I set CanGrow=True in the field's properties, and the field does seem to grow; the field is only one line (Height=159), but many of the rows display multiple, wrapped lines of text. Some rows intermittently have the bottem half of the last line of text cut off; the user has to expand the row a little bit to see it. There doesn't seem to be a particular field length that causes this - in one case, it has four lines total in the output, and in another case, it has only three.
Can anyone suggest what might be the cause of this, or how I could work around it?
Thanks in advance for any help you guys can offer.
[Edit: I am no longer working on this project, so I never found out what became of this setting. Most likely it wasn't fixed, since it's not a critical issue.]
One solution to this issue that I've come up with in the past is to have two separate reports. One for display and exporting to pdfor rtf and another report for exporting to Excel.
I know in general this is not a good approach because there is the possibility for data to be different in the export than the display report, but if careful it works well.
I have a situation where a client needs data printed in a specific format on a report, but there is way to much data to physically be able to fit on a page. We worked out a solution that I run a "display version" of the report that fits most of the data, but the rest of the data necessary for there client is added only to the "Excel version" of the report.
To do this I simply load the "display report" to the report viewer as you normally would, but when you go to export the report I load the "excel report" with the same parameters as the "display report" and call the code to export the data to Excel.
By using this method the "display report" can be formatted any way necessary without having to worry about messing up the export to excel. The excel report fields can then be made a smaller size than required by the display report because the data should export even regardless of the size of the field. Doing this allows you to fit more data on the Excel export report.
Since both reports use the same datasource you will have an issue if you make a change that you have to remember to go verify the database on each report to see the new database changes, but this method allows you to include more data and in a different format than the display version of the report.
Hope this helps.
While not a solution for Crystal (I don't know of one), as part of the reporting team at GrapeCity-Data Dynamics, we've worked with similar issues taking free-form reports to excel spreadsheets for a decade. In our Data Dynamics Reports product we came up with a completely new way of solving the problem of exporting reports to excel.
We allow you to create a template for the report output. The template is a basic excel file with place holders for the various textboxes (or other controls) and regions (tables, lists, etc.) in the report. You can open this template inside of excel and modify the properties of the cells and rows. In the scenario you describe, you can export a "template" from Data Dynamics Reports and then modify the autosize property of the row in the template containing the placeholder for the textbox you're struggling with.
When you export the report to excel next time, just specify the template to Data Dynamics Reports (which can be done programmatically and transparently to the end user) and Data Dynamics Reports will honor all settings you specified in the template.
This is hard to explain so there is a ~2 minute screencast that shows this feature at our website in the following location:
http://www.datadynamics.com/Products/DDRPT/ScreencastViewer.aspx?ID=XLS01
For more information about the product and for a free trial download visit: http://www.datadynamics.com/DataDynamicsReports
Scott Willeke
GrapeCity - Data Dynamics