Using Business Objects Web Intelligence or Rich Client, is it possible to schedule a report to automatically run and export to Excel once for each parameter?
Background: I have a single report that needs to be saved to different Excel files once a month but I have a parameter on a "client" dimension which can contain 30+ values. Each value needs to generate its own Excel file. I would prefer to not run the report 30+ times each month.
Is there a way to schedule or change the WID query so that a separate file is generated for each parameter value? Or maybe an alternative idea for this manual process?
This can be done using a Publication with Dynamic Recipients.
You would need to create a second report that would produce a list of all values in your Client dimension. This report would then serve as the source of the Dynamic Recipients in the Publication. In the base report, you would remove the prompt on Client but make sure that Client is included in the report results. Then in the Publication, you would set Personalization such that a filter is automatically applied to the Client dimension based on the values from the second report.
Related
I am currently developing a database to monitor my employees' work. Yet, MS Access is new to me and I encounter a fundamental problem when creating reports.
I wish the system can generate reports based on the values of an input form. Say, I would like to check Peter's work in January, I could simply enter:
Name: Peter
Month: January
Then the Access would be able to generate a corresponding report. But I am not sure how it works. And I am thinking of three possible approaches.
(1) Input form -> Query -> Report
I look up youtube and learn how to build an Access form that passes a parameter value to a query. And then I can click the Create Report button.
(2) Input form -> Report
Not sure it works or not. But I learned a bit VBA which may be helpful in this case.
(3) Export to Excel
Export to Excel might be a good option. I can use various functions and filters to select the information I want.
Sorry that my question is being abstract. Any help is appreciated.
there are many ways you could achieve this.
One way (it may be the most efficient or not depending on your query / data you need to output in the report).
Build the query.
Build a report with its record source based on the query.
Build a form with input controls and a button.
With the button you are going to open the report. In the open statement of the report you are going to specify the controls as filters to some of the fields retrieved by the query.
Example:
Private Sub POrdine_Click()
On Error GoTo Err_POrdine_Click
Dim stDocName As String
Dim stLinkCriteria As String
stDocName = "EmployeeWork"
stLinkCriteria="EmployeeCode=" & Forms![frmNameOfForm]![cboEmployeeCode] & " AND WorkMonth=" & Forms![frmNameOfForm]![cboWorkMonth]
DoCmd.OpenReport stDocName, , , stLinkCriteria
Exit_POrdine_Click:
Exit Sub
Am assuming the two comboboxes are going to pass a numerical value, the employee code (which would be a primary key) and the value of the month. Build the queries that feed these controls so that you may see the employee name and the month name. If in doubt just ask.
Notice how this approach may not work well for reports based on large amounts of data.
I cannot see a way to do this natively, but essentially I would like to tap into the version history for a specific field value to calculate the difference between the current value and the last entered value.
Scenario:
Business user will update a numeric value in a column for each list item once a week to a cumulative amount. (i.e. Sales made to date)
I am currently able to see in the version history what the last entered value was, who entered it, and when it was entered. I want to know if there is a way to access this information in the form of a calculated column to find this difference (i.e. sales made this week). The solution I am thinking is adding another column for "Total Sales Last Week" and have the user manually update that when they update "Total Sales This Week" then have a calculated column to just subtract these values. However, this seems tedious since the information is already in Sharepoint. If there is a way to do this either with a calculated column, PowerAutomate flow or another method please let me know.
It is not possible to capture the Version History using calculated column. REST API is the only option that will be helpful to fetch these details. Considering this, there are two solutions that I can suggest here:
Using REST API
Create an additional column in your list and update it with the data that you will capture from version history using SharePoint REST API. Here, Rest API will be used to fetch the version history and also to update the list item.
As a trigger event to execute this code, Either you can setup a button on the page (if using any custom screen) or set this to execute periodically.
Using REST API in Power Automate (Recommended)
Power Automate/MS Flow doesn't provide any direct connector to fetch the version history but you can use the HTTP request connector which will help you to execute the SP rest call to fetch the version history.
Once you have version history data from your HTTP request call, you can use that to update the column in your list using the same power automate in next action.
This solution will be more useful as you don't need to setup any trigger event as mentioned in the first solution but instead of that you can simply configure this Power Automate to run as and when list item is updated and you will be having immediate result in your list.
You can refer to this link to check how to get data from HTTP request using Power automate and you can also refer to this link which will help you to understand how to get version history using SharePoint rest API.
I hope this will be useful information for you to achieve your goal.
I am trying to build a better structure for creating product specifications for our products, Currently everything is done in excel, as a result every time a value is changed, it takes numerous man hours to make that change to all the specifications. Additionally, our inventory of products continues to grow. I am trying to introduce a new system for developing specifications that will allow me to manage the snowball effect of growing specs and increasing work for simple changes to the entire product line.
My question is, if I build a database with all the necessary values for the template we already use (an excel sheet), is there a way I can enter a part number in the excel template and have all the other values populate into the template at their appropriate locations?
I have posted images of the template and a sample of what the Access database could look like.
Thank you for your help.
I have a calculated column in SharePoint On-Premises that shows the number of days till a due date which works perfectly for a day or so then stops calculating, but if I go to the list settings and click the column and click ok then it calculates again?
Has anyone experienced an issue similar to this. I had this issue in both 2013 but within a few weeks moved to 2016 and still the same issue.
I've tried " " blank and also "" empty so not sure if that is causing the issue??
Is it a problem with the formula?
Here is the formula:
=IF(ISBLANK([Due Date])," ",
IF(ISERROR(DATEDIF(NOW(),[Due Date],"d"))," ",DATEDIF(NOW(),[Due Date],"d")))
Calculated columns cannot contain volatile functions, which includes those that depend on the current date.
The values in SharePoint columns--even in calculated columns--are stored in SharePoint's underlying SQL Server database.
The calculations in calculated columns are not performed upon page load; rather, they are recalculated only whenever an item is changed (in which case the formula is recalculated just for that specific item), or whenever the column formula is changed (in which case the formula is recalculated for all items).
If you need to show a dynamic value that changes with the passage of time, you have a few alternatives.
Client-Side Rendering
Consider using client-side rendering which lets you use JavaScript to dynamically determine how records in a list view are displayed. This JavaScript runs upon page load, so it can handle current time-dependent values much better than a calculated column.
To use client-side rendering, you create a JavaScript file that controls how the view displays. You upload that file to somewhere on SharePoint where people will have at least Read access to it, then edit the list view web part that you want to display differently and set its "JSLink" property to point to your JavaScript file.
Check out this answer for an example of using a JSLink file to spoof a dynamic date field.
Microsoft also provides some documentation here but I think they do more work than is necessary (creating an entire new list definition project in Visual Studio for their example instead of just creating a JSLink JavaScript file for an existing list).
Other Options
A few other options are mentioned in the older question linked above:
Conditional Formatting: You can apply conditional formatting to highlight records that meet certain criteria. This can be done using SharePoint Designer or HTML/JavaScript.
Filtered List views: Since views of lists are queried and generated in real time, you can use volatile values in list view filters. You can set up a list view web part that only shows items where Created is equal to [Today]. Since you can place multiple list view web parts on one page, you could have one section for today's items, and another web part for all the other items, giving you a visual separation.
A workflow, timer job, or scheduled task: You can use a repeating process to set the value of a normal (non-calculated) column on a daily basis. You need to be careful with this approach to ensure good performance; you wouldn't want it to query for and update every item in the list if the list has surpassed the list view threshold, for example.
To expand on the Filtered List Views option, you can have a view that shows only items that are due within a certain number of days. For example, you can display all the items due within 7 days by filtering where the Due Date field is less than [Today]+7 and Due Date is greater than or equal to [Today]. You could also sort the view to show the items with earlier due dates closer to the top.
I'm new to Cognos report studio. I have data organized in query items per business date. The Cognos report shows a data filter by business date. For business date there is a separate table join. This is always one column, one row table with current business date. The Cognos report is scheduled to run everyday after data is populated in the data source. This part works just fine.
However, I want to have ability to run this same report on demand and when I run this report on demand it should prompt me for a date instead of picking it from the database table. I know how to add a prompt but when I add a prompt, my scheduled reports doesn't work! I can't provide any default as it has to be dynamically picking it from the table.
Any pointers would be helpful!
Make the date filter (the one derived from the prompt) optional and set a condition on the other filter to be ignored if the prompt has a value.
This is late but could be helpful for other guys. I suggest this:
- In the metadata, make a prompt macro with a default value of current business date
- In the report, make a date prompt using the parameter defined by prompt macro
- In report schedule, leave the date prompt blank to refresh that everyday
This way your schedule runs with refreshed date and also you can pick for a date while manually running a report.