I have a matrix on my main SSRS report (Lets call it Main) which has the row groups:
Manager
Employee
Then my one Column Group has Count of Loans.
What I want to do is if a User clicks on "Click Me" underneath Excel Report, they could export an Excel file based on SSRS columns from a different SSRS report (let's call it Drill01). Basically just instead of going to the drillthrough report (Drill01), it should export that drillthrough report in an Excel format automatically.
Does anyone know how to do this or where I should search?
Easy.. have a drill down report that is formatted the way you want to see it in excel and render the report directly to excel via the drill down.. rather than just calling another report straight.. use the reportmanager link.. Use the Action - go to URL rather than go to report.. then you can specify the report link with the required parameters and the render style.. in this case Excel.
something like this: assuming you have two parameter called test and test1 (for example)
="http://yourreportserver/pages/folder.aspx/all the way to your report folder /reportname"&"&test=" & Parameters!test.value "&test2=" & Parameters!test2.value & "&rs:Command=Render&rs:Format=EXCEL"
Assuming you have the link correct.. it should just pop up asking you to save / open the sub report in Excel..
Related
I am exporting reports from QuickBooks Online as Excel attachments via email. I am then using Microsoft Flow to save the attachments to Sharepoint. Then, I am using those Excel files stored in Sharepoint as the data source for my reporting. I have one report (out of 7) that's coming through with a protected view, which is causing it to look like this in Power Query:
The actual Excel file looks like this when I open it:
From what I can deduce, this is because there's some level of protection on the Excel file. However, the other theory I have is because each of the cells have "=" before the numeric value. In other words, the first cell has "=750" instead of just "750". If I go into Sharepoint, open the file in Excel Online, remove the "=" in just that one cell, and refresh Power Query, then the amounts show up in the editor as expected.
Is there any way to deal with this in Power Query? Thanks in advance for your help.
Hi I'm working with SSRS reports.
While exporting the results to excel, results are starting from first column it self. But I want to provide some space for that. (i.e. insteated of starting from 1st column can we start it from 3rd or 4th column ? So that we can have some space)
Thank you
If you intend to distribute the Excel version via a subscription and want a separate view on the report Report Manager, then you can create a parameter for the report like Hide_Columns and make the visibility of the column be dependent upon the value of the parameter. If you want the user to run the report in the HTML view and want the extra columns to show up in Excel, then you are out of luck.
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
I'm looking to allow the user to export an reporting service report to Excel. The question I have is how do I specify a formula within Reporting Service which is then present as an Excel column calcualtion on the exported file?
Currently all I can seem to export is end results of the Reporting Services report but I have a need for the user to manipulate a column on the Excel output and see dynamic results. Obviously they could continually add the Excel formulas after each export but I'd rather automate the whole process.
Thanks,
Brian.
Formulas used in ReportViewer are automatically converted when rendering to Excel.
You can also OmitFormulas using DeviceInfo if required, during the rendering process.
For more information on how the conversion takes place, check out http://msdn.microsoft.com/en-us/library/aa178946(SQL.80).aspx
Hi I created a custom report for CRM in SSRS.
within this report I have some number (decimal) fields that are summed.
I need to be able to export this report to Excel to allow for changes (some times the user needs to make custom changes to the data) but I need the sum fields on the group to actually be a formula field so that it is updated as the user edits the excel data.
Is this possible with the export to Excel option?
Thanks
Speaking to a developer friend, this is not possible as a standard export from the report. Additional Macros have to be written to enable the kind of functionality i was looking for.