I have a series of Business Objects (Webi 4.2) reports which are scheduled to be exported to Excel each day.
These reports form the basis of a Power BI dashboard.
Power BI is much happier looking at Excel Tables that it is simply worksheets so I would like to get webi to export to excel but create the exported file as an excel table.
This seems to be something that should be simple but countless hours of googling have not come up with an answer.
By default will be to use macros in excel but it seems a bit messy for something that webi could do?
Just want to have final check in the community before I go down the macro route.
A macro is likely your best option; BO can only generate a simple Excel worksheet.
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I have created a report in SSRS that is several tables. I can export the report to Excel easily enough but the users want to have the ability to input their own numbers in a line below the tables. This line (y) would be followed with another summary line(y+z, or x-y=z, whatever). Yes, they can open the report insert extra lines, add formulas and formatting... but since this report will be run monthly and there are 11 tables in this report it would be nice if there is a Power Automate solution to add lines, formulas and formats or some other solution. Feel free to post potential solutions or teaching resources that may allow me to piece together a solution. Thank you.
I haven't tried anything yet. The only solution I can do at the moment is create a Excel template where I paste the exported spreadsheet and it gets 'lookedup' by a second tab with the proper/end formatted spreadsheet. Would like to modernize the solution(and learn)....although learning VBA is not solution I am looking for....
So I have never used Excel macros before, and am not experienced in this, but have a (very) rough idea of how things work. I have tried looking up solutions but too inexperienced to convert them to my situation.
I have to import data from many excel files into one main database, and have this going at the click of a button, as there are new files being generated daily.
I can set up the data files to have the values in a consistent format on the first sheet of the file, as a start. From there I am not sure of the coding I need to use to get the data imported to the database file and append it to the bottom of a list.
Any help would be greatly appreciated.
By "one main database" are you referring to an actual database (e.g. SQL Server) or an Excel file. If an excel file, I'd use PowerQuery for this. It's built into Excel 2016, available as a free add-in for Excel 2010/2013, and designed so that non-coders can do incredible data cleaning and prep work from a fairly easy-to-use UI built right into Excel. Plenty of tutorials on the web and youtube, as well as great books such as M is for Data Monkeys by Ken Puls.
Hi and thanks in advance for the help.
I have an Access 2007 database that has tables created by live links to several Microsoft Excel 2010 spreadsheets.
I have several Access macros that run queries against these linked tables, and I find that the formatting of the output is in very strange formatting if I run the macros, without first having those linked Excel spreadsheet files open.
To put it another way, if I open the linked spreadsheets and run the Access macros, all the data formats correctly, but if I have the linked Excel spreadsheets closed when I run my Access macros, the formatting goes all funny - particularly with date fields.
Can anyone offer any advice on how I can resolve this problem?
Many thanks
Kim
I usually create a straight select query for each linked Excel table.
In this you can force any formatting or conversion you may need as well as using alias to obtain more friendly field names.
Then use this query and not the linked table for the further processing.
I have tried the various different methods that Excel offers to work with external data.
I have inherited a system in work that involves copy and pasting data from one SSRS report into a pretty complex Excel workbook. I want to automate this system, but for the time being I still have to work with the Excel file.
This Excel file needs to be updated daily - I want to schedule the SSRS report using Windows File Sharing; have it run every day and have the Excel workbook look at the report each time the spreadsheet is opened, updating (adding data to) various tables and cells with the values in the report.
I'm finding this process really unstable. It will work for some reports, but not others. Any pivot charts based on the connection will lose their data and formatting if the sheets cannot link to each other. On opening the main, destination excel file, I get errors about links not being updated, etc. Browsing for the file and reconnecting it works, but this defeats the object.
Could the be something integral to these set up working every time that I might be missing, or does Excel have a feature that better suits what I'm trying to do?
Many thanks for your help!
I'm using SQL Server 2005, Excel 2013 and the reports and datasheet are stored in a shared folder
I think you are heading down a dead-end. You will never have enough control over the rendered output from SSRS and any solution will be fragile.
I assume the SSRS data source is SQL or some other source that Excel can read. I would take the Dataset code from the SSRS report and implement it as Data tables in Excel, e.g. Data ribbon / Get External Data.
In the simplest implementation, each query just populates an Excel Table. You can set the connection definitions to auto-refresh on open.
For more complex requirements you can build an Analysis Model in Excel using the Power Pivot Add-In (included (but not enabled) with Excel 2013). This lets you relate datasets to each other and add calculations etc. The gotcha here is that you cant auto-refresh without SharePoint.
I have some pivot tables in powerpoint that I embedded. I chose to embed rather than just regular linking as I need to update the pivot tables daily and need to shape them to give only the relevant information.(Sometimes there is more data than the day before which cannot be seen when linking normally as the"window" is fixed.)
I am still very new to the VBA coding field and require a code that will open my Microsoft excel worksheet opject then refresh the pivot inside the object and close it again. I have written code to open the document, save and close the document which is working correctly. I only require that little refresh bit.
Many thanks in advance