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.
Related
I currently have an Excel file with a data entry form- a formatted sheet with vba to provide combo boxes, validate data types & form completeness, and then load the entered data to another sheet. I'd like to put this on Sharepoint for my team to use, but Sharepoint disables VBA. I'd prefer that they be able to enter data online rather than downloading the Excel file and re-uploading. Any advice on how to do this? It's preferred if I don't have to start from scratch, but suggestions on the easiest way to implement this are also welcome.
Specifically, this is a savings tracker for a procurement group. I'd like my team members to individually be able to enter negotiation data once complete: project name, supplier, baseline costs, negotiated value, effective date, etc. Some fields have a list of allowed inputs- most are short lists, but the supplier list is quite long. Their data would then be stored in a single table that I can build reports with in Power BI. My team is not particularly tech-savvy.
Thanks!
Like the title says is it possible?
I need a table in my exported excel sheet that will be used with data validation setting.
If you referring to Excel Tables (i.e., Excel's Ribbon > Home > Styles > Format as Table...), these objects are not supported by SpreadsheetGear, so adding such tables would not be supported, either. For existing workbooks that contain Excel Tables and are opened in SpreadsheetGear, the Tables feature will get dropped upon opening, which is worth noting that, in addition to formatting being dropped, any "structured references" will be converted to "#REF!" errors. An alternative to using structured references would be Defined Names, which are very well supported by SpreadsheetGear.
I work for SpreadsheetGear, and we do keep track of customer requests for things like this. So you are welcome to contact us directly at support#spreadsheetgear.com if you would like us to add your contact details to this particular feature request, though I cannot say when we might add Tables to our product.
I created several reports on Access 2003.
Some of their fields such as "Total spent time" are calculated based on other fields in the report that are being fetched from the database.
The TotalSpentTime textbox has the Control Source property set to "=Sum([NumberOfHours])".
The report looks alright when shown on screen, but whenever I try to export it to a xls file (be it in the Ms Excel 5-7 or Excel 2003 formats), the calculated fields aren't exported.
It's funny because the same calculated fields that I wanted to be in the xls file are there when I export it to csv.
I coudln't find anything that could help on the web.
Is there any way to get the calculated fields to be exported to a xls file?
I think you'll have to change your query so that your sums are performed inside the query. It's my understanding that form-level sums are done during the formatting of the report and these sums are not performed when you export a report to Excel.
If you do some Google searching you'll see that this question is occasionally asked but I've been unable to find any authoritative answer from Microsoft or a Microsoft MVP.
Here's a similar question that came to the same conclusion:
http://www.utteraccess.com/forum/export-calculated-value-t1523613.html
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