Pass parameters to crystal report automatically and export to PDF - excel

I need to run a crystal report which requires one parameter multiple times. Is there any way to automate running this CR report for a set of different parameters and exporting each report to pdf?
I was thinking of using excel vba but not sure if this is possible and also don't know how to write codes for it. I'm using CR XI but don't have the developer environment installed.
I've looked all over the internet for several days but haven't found a feasible solution.
Any inputs would be appreciated! Thanks.

You could fork my PsCrystal project on GitHub and add the missing functionality. It's a PowerShell wrapper of the Crystal Reports SDK.

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Running SAS programs from excel

I have a few SAS programs that I need to run from excel. The programs pull tables from SQL, perfom some calculations and give an output table that I would like to present in Excel. So I figured that it would be great to run everything in excel.
There are a few parameters in the code that need to be changed before running, so the best idea I had is to put the SAS scripts in cells on an excel sheet and change the variables with VBA.
My question is, is this achievable? Can I connect to SAS and do everything from excel?
I'm fairly good with VBA, starting to learn SAS, but I don't really know how to connect the two. Thank you for your help!
Yes it is possible , i did this in my work a week ago , SAS have an documentation here?
The link below can help you.
http://documentation.sas.com/api/docsets/itechwcdg/9.4/content/itechwcdg.pdf?locale=en
You can use ADODB to connect to , see here for the strings
https://www.connectionstrings.com/sas/
Your options are:
1) use VBA to connect to IOM, create a workspace, run your program.
This requires quite a bit of VBA, as well as the SAS Addin for MSO, and various components.
2) Run a Stored Process (STP) via point and click using the MSO addin
Again, this requires a desktop SAS Addin deployment, and isn't scriptable with VBA
3) Run a Stored Process as a web query
This is an excellent option - you don't need any special desktop installation, you can easily add (url) parameters, you can use it with / without VBA, and your output will render easily into your worksheet so long as you stream tab delimited data via the _webout fileref (without %stpxxx macros). It will also work with all versions of excel and SAS.
This approach is described here: https://www.rawsas.com/sas-as-a-service-an-easy-way-to-get-sas-into-excel-power-bi-and-000s-of-other-tools-languages/

Download Webi report from Excel

With newly released Webi there's no way to manipulate reports with VBA like it was in DESKI era.
I'd like to know if there's a way for me to click a button with parameters in Excel sheet and get a report from the server?
I've been thinking of using the RESTful Web-services but it seems that there is a performance problem.
I also considered using a JAVA app in the middle using the SDK but it's not really satisfying as I add one layer.
Do you know if there's an other way to download a Webi report from and to Excel?
For this type of requirement, you'd normally use the OpenDocument feature. There is one thing that it won't do however, at least not for Webi documents, and that is deliver the output in Excel format (HTML and PDF are the two possible formats for Webi). In all fairness, the export to Excel option is only about two or three clicks away, but I can understand that this wouldn't be an ideal solution.
Another option is the Java SDK, which I would not recommend, as the ReBEAN SDK (the part of the Java SDK you need to interface with Webi documents) is deprecated and replaced by the REST SDK.
The REST SDK would be the way to go if the OpenDocument feature is not sufficient. Keep in mind that this would involve quite a few steps, each time sending a command to the WACS server and then decoding the answer. The steps would be:
Authenticate and get a logon token
Refresh the document (if necessary pass prompt values)
Export the document to Excel
Close the document
The REST interface is only supported on the WACS server, which should run on your BI4 server (unless you have a customised landscape). If it's slow, I would suggest looking into the root cause of this performance issue, instead of discarding the SDK altogether.
If you're going to use the REST interface, I would recommend opting for JSON to communicate through REST instead of XML. It's easier to read and parse.
A last option, which I wouldn't recommend, is LiveOffice. This is a separate product which allows you to embed contents from Webi documents into Office documents (most notably Excel). LiveOffice has always had its share of problems and has not received much love from SAP regarding much needed updates.
One final thought: the report will never appear in the same sheet, at least not without an additional amount of coding. Whatever SDK you end up choosing, you will always end up with an Excel file. If you want to show the results in the Excel file you started from, you'll need to code the steps to open the generated file, grab the contents and then copy those to your worksheet.

Dynamically create a MS Word report using a JIRA charts?

Each month I have to manually create a report for my team. For this I use a combination of numbers generated from a groovy script I've written, screenshot, cut & paste from a series of charts in our JIRA instance and cut and pasted excel charts.
I'm finding it more and more boring to do this by hand and I suspect that there is an easier way to automatically generate this report. I can generate the word document with data from the groovy script using this application (http://www.docmosis.com/) but I have not yet found a way of auto including JIRA charts in the generation or excel so my question is:
Is it possible to generate a word document that contains generated data from various sources including (in order of importance):
JIRA charts
Programmatically generate data and
Excel charts?
As you already coded your logic in Groovy, best would be skipping the Excel step and generate your report directly from JIRA using the JIRA PDF View Plugin. This plugin will reduce your work to a single click and download you a nice PDF document (PDF is more portable than Word docs).
These short tutorials help you:
Reuse your Groovy scripts for reporting logic (also see the "Charts" tutorial there)
Bring the data, charts and the template together
Update 2 years after my original answer:
JIRA PDF View Plugin 3.5.0+ can also export JIRA charts (gadgets in JIRA dashboards, to be precise). So, now you can execute your Groovy scripts, include JIRA charts and bring all the result together in a professional PDF document.
Even better, now there exists a free plugin that will make the monthly process 100% automatic for you! It will generate your PDF document and send that to your team members' mailboxes, according to the preferred schedule (CRON trigger).
Related tutorials:
Exporting JIRA dashboards to PDF
Automating JIRA PDF exports
Discl: I'm a developer working on these products, yet this is the best solution to your problem. :-)
Most of the charts generated in Jira are created from data returned from search results. So you can get data from Jira using REST or SOAP api and generate your own charts by other means.
I am not sure if there is a no-coding method of doing it. But I would write a C# program that adds data to the Word template from your sources (Jira, other programs, Excel). And would create a template that generated charts from inserted data.
For Word document generation I would have a look here -http://www.codeproject.com/Articles/20287/Generating-Word-Reports-Documents
For chart creation in the document I would have a look here - http://office.microsoft.com/en-us/word-help/create-a-chart-in-a-document-HP005190046.aspx
Easiest if you convert your JIRA chart to an image first. When you say JIRA chart, do you mean something from this plugin?
Once you have an image, your document generation tool ought to be able to include that.
There are many document generation tools which can include programmatically generated data, and some of those can include Excel charts.
There is now a JIRA plugin to generate charts in Word documents which may help you.
https://marketplace.atlassian.com/plugins/com.clariostechnology.officecharts.officecharts
There is now also Intelligent Reporter for JIRA which is a no-code method for creating word documents from your JIRA data, including native Word charts with full formatting from JIRA data.
https://marketplace.atlassian.com/plugins/com.clariostechnology.intelligentreports
Disclaimer: I work for the company that created this plugin. If there is anything you need that it cannot do, please let me know.

Issue search and excel export for JIRA, outside JIRA

I'm looking to download a list of issues from our JIRA issue list, to process further in VBA and generate a report from the issue list. I want this process to be automated from start to end so e.g. I run a java or VB or C# program, which does a search and download from JIRA (somehow) then runs a VBA program to extract and format the issues into a report. Is there anyway this can be done? I'm using JIRA 3.13.
I've looked at the JIRA and Atlassian plugins but don't quite understand how they work. Aren't plugins meant to be deployed into the JIRA instance. I don't see how plugins can achieve what i want to do.
You'll likely want to use the JIRA SOAP web service via a SOAP client in your program. This can call the getIssuesFromFilter method to return the results of a filter. Then generate the csv file for Excel to import or whatever you want.
Better Excel Plugin was exactly designed for these type of usage.
You can export your issues to a worksheet, then instruct the XLS template to process them using the Excel tools, like formulas and functions, charts, pivot tables and pivot charts, to produce full blown reports. It is fully automatic and the report can be generated by a single click.
If you look for automation, like generating and emailing the report periodically, or generating and saving the report when an issue event occurs, the companion add-on Excel Automation Plugin is super useful.
Here is a sample report to give you an idea about the capabilities:

How best to export native data to Excel without introducing dependency on Office?

Our product has the requirement of exporting its native format (essentially an XML file) to Excel for viewing/editing. However, what this entails is having a dependency on Excel (or Office) itself for our product build - something that we do not want.
What we have done is export the data from our native format to a csv file which can be opened in Excel. If user selects an option to open the generated report as well, we (try to) launch Excel application to open it (ofcourse it requires Excel to be already present on the client system).
The data for most part is flat list of records.
Is there a better format (or even a better way) to handle this requirement? This is a common requirement for many products - how do you handle this?
Excel versions, both 2007 and several previous, have native XML formats. 2007, obviously, is XML by default, and earlier versions have the ability to save as XML. This SO question deals with the issue. I'd guess a little inspection would give an idea of what's required. I don't know if a XSD/DTD exists for older versions, but a little creative Googling might yield something.
As other people pointed out, it is reasonably easy to generate Excel XML files. You can do this in multiple ways. For example:
By creating a template Excel XML document, and then using XML DOM to stuff your data into the template, or
Converting the template Excel XML into an XSLT, and then simply passing your proprietary XML as input to XSLT.
I'm using ExcelPackage to create spreadsheets in one of my side projects. Works pretty good, but (at least the version I'm using) its a bit limited when it comes to styling and calculations.
ExcelPackage lets you create OOXML docs (.xslx files) that are natively compat with 2k7, but you can download a plugin for previous versions of Office from MS.
We export our data either using Excel objects (COM based code) on client side or CSV file (usually on server side, but can be used on client side too). And we allow copy data from grids in simple html format, what can be pasted into Excel without problems.
For one customer we even had to export data [from sql stored procedure] into csv-like tab-separated format, but named file like xxxxx.xls - this way excel opened that file in more correct way than csv file. Ugly hack, but worked well.
CSV is most compatible format (no dependencies on external applications or libraries), but customers don't like it. Maybe we need to incorporate some XLS export code, this way all users will be happy :)
If .csv isn't formatted enough, you could create a template in Excel, and use a little bit of VBA code to import the CSV and format it appropriately. This way your app is only concerned with generating the .CSV, and will use the same .XLS for each export.
If you're careful, you should be able to get this to work with most versions of Excel seamlessly.
With Perl there are several modules that can be used to produce .xlsx files without requiring an Office installation. Among those :
https://metacpan.org/pod/Excel::Writer::XLSX is the most well-known, with support for many Excel features like colors, formatting, etc.
https://metacpan.org/pod/Excel::ValueWriter::XLSX (I'm actually the author) has less features but is optimized for fast writing of large amounts of data
If you are working in Java, Checkout the POI project from APACHE.
http://poi.apache.org/
Simple, nice, complete, powerful.
We started with Office on the server, but that's not very nice. We had to kill processes that hung, and had quite a bit of a performance dip. We thought about putting it on a different machine, but didn't bother after trying and using Aspose (commercial). We don't have a very large number of simultaneous users, but complex documents. Simple ones can be handled easier with csv.
I've used FlexCel Studio for a couple of projects now. It's very functional and fast. 100% managed code, no dependencies. Sounds like you'd use the "Reports" feature which allows you to define an empty report template in Excel, then pass datatable and volia, it's populated with your data.
TMS Software
We use a combination of OleDB and Interop. We found that Interop was much faster and used less memory, but it's a pain for compatibility issues, especially when using different language installs of Office.
OleDb has the advantage that you don't require Excel to be installed on the client machine. Both Interop and OleDb support multiple sheets (tables) per workbook which you cannot do with csv.
If you're using C# or VB.Net, and your data is in a a DataSet, DataTable or List<>, then you can use my free "Export to Excel" class.
It uses the free Microsoft OpenXML libraries (so you don't need to have Excel on your server), and lets you export your data into a "real" .xlsx file with just one line of code, eg:
DataSet ds = CreateSampleData();
CreateExcelFile.CreateExcelDocument(ds, "C:\\Sample.xlsx");
All source code is provided on the following page along with a demo project, completely free of charge (and popups !)
http://mikesknowledgebase.com/pages/CSharp/ExportToExcel.htm
Hope this helps !

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