Copyright 2007, Information Builders. Slide 1
Renee Teatro
Information Builders
EXCEL Templates
Overview of the available Excel Format optionsExcel Report BurstingExcel Compound ReportsExcel Templates
Review example using Developer StudioCompound Excel Templates
EXCEL Templates Agenda
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Fully formatted spreadsheets, Stop-lighting, numeric/date format translation, etc.
Real-time drill-down within a spreadsheet
Automatic PivotTable generation
Native Excel Formulas
Compound reports
Population of existing spreadsheets
Creating the Complete Spreadsheet SolutionOut of the box…
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HOLD FORMAT EXL2K
Standard Excel output
HTML/XML format
Advantages:
Full styling and formatting
Drill-downs
Customized sheet names
Distributable
Creating the Complete Spreadsheet SolutionAvailable Excel formats
Considerations:
Heavy styling = large file size
No formulas
XHT file extension
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HOLD FORMAT EXL2K FORMULA
Standard Excel output extension
HTML/XML format
Advantages:
Full styling and formatting
Drill-downs
Customized sheet names
Distributable
Formulas = ready for analysis
Creating the Complete Spreadsheet SolutionAvailable Excel formats
Considerations:
Heavy styling lends to large file size
XHT file extension
Extended processing
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HOLD FORMAT EXL2K PIVOT
Unique Excel output extension
Fully functional Excel PivotTable
Advantages:
Mini data cube on your desktop
Distributable
Ready for analysis
Creating the Complete Spreadsheet SolutionAvailable Excel formats
Considerations:
Large file size
Special syntax rules
Limited styling
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HOLD FORMAT EXL97
Deprecated Excel output
Designed specifically for Excel 97
HTML based (No XML or CSS)
Advantages:
Styling, drill-down
Distributable
Creating the Complete Spreadsheet SolutionAvailable Excel formats
Considerations:
Heavy styling = large file size
No formulas
No CSS based features
Limited numeric formatting
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HOLD FORMAT EXCEL
Deprecated Excel output
Binary format
Advantages:
Opens in all versions of Excel
Extremely light weight
Distributable
Creating the Complete Spreadsheet SolutionAvailable Excel formats
Considerations:
No styling
No formulas
No drill-downs
No headings/footings
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Creating the Complete Spreadsheet SolutionExcel Report Bursting
HOLD FORMAT EXL2K BYTOCUnique Excel output extensionBursts data into multiple worksheets
Advantages:
Organizes the data into individual worksheets based on sort values
Utilizes existing HTML Table of Contents syntax
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Creating the Complete Spreadsheet SolutionExcel Compound Reports
SET COMPOUND=OPEN/CLOSE (NOBREAK)Multi-report output in a single workbook
Advantages:
Ability to combine data from multiple sources
Mix and match Excel formats
Utilizes existing PDF compound report syntax
Distribute multiple reports in a single workbook
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WebFOCUS Release 7Available Excel formats
HOLD FORMAT EXL2K TEMPLATEPopulates existing
Excel filesAdvantages:
Leverage spreadsheets already in use within your organization
WebFOCUS can drive complex Excel applications
More Excel functionality and styling for end users
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Typical situations: Novice users requiring
data for WHAT-IF analysisEXL2K FORMULA
Advanced users requiring a data
set for high level of analysisPivotTable
A snapshot of data for review/filingEXL2K
Creating the Complete Spreadsheet SolutionThe best fit for the situation
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Typical situations cont… Users requiring scheduled automatic delivery of data
EXL2KEXCEL
Creating the Complete Spreadsheet SolutionThe best fit for the situation
Advanced macro based application requiring a steady stream of operational data
EXL2K TEMPLATE
Highly styled report for presentationHTML or PDFEXL2K TEMPLATE
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WebFOCUS Release 7 - Promote User Productivity Excel Templates
Ability to populate your own custom Excel workbook with data from WebFOCUS WebFOCUS will merge Excel output with an existing Excel
“template”
Benefits Leverage existing spreadsheets already
in use within your organization Allows WebFOCUS to integrate with complex Excel workbooks
that may contain macros, graphs, or complete VB applications.
Allows developers to supply ad hoc or end users with more advanced Excel functionality out of the box such as filters, subtotals, page/print settings, etc.
Allows more advanced styling for Excel based reports.
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Centralized Excel TemplatesRefreshed with data from anywhere in the enterprise Lock/Protect Cells Reduces errors
WebFOCUS can be your “data engine”Eliminate manual data entry
Automate your AuditingCreate charts, functions, comparison formulas, etc.Utilize Excel’s Formula Auditing
Speed Financial Reporting Improve Consistency
WebFOCUS Release 7 Excel Templates - Benefits
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WebFOCUS Release 7 Excel Templates
Data entered manually
Data automatically refreshed
Replaced sheet
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WebFOCUS Release 7 Excel Templates – How It Works
The Template Create an Excel workbook and designate one worksheet that will
be replaced with a WEBFOCUS report Save the workbook as a “Single File Web Page” (Web Archive)
Extension will be “.mht” Must be stored in EDAPATH or APP PATH
The WebFOCUS procedure Output format is EXL2K [FORMULA] Special syntax that references the template file
and individual worksheet
ON TABLE PCHOLD FORMAT EXL2K TEMPLATE WFTMPLT SHEETNUMBER 1
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WebFOCUS Release 7 Microsoft MHTML format
Web Archive or Single File Web Page
Encapsulation of worksheet files in MIME format
Supported in Office 2002 (XP) and 2003
Used to generate and distribute any multi-file Excel reportCompound ReportsBursted reportsPivotTablesTemplates
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Avoid functional pitfalls that negate built in Excel features
Absolutely no blank lines or cells SET BY DISPLAY=ON
If you must have a Heading or Footing Add blank line after Heading
and before Footing
No Subheads, Subfoots, Subtotals, etc Use Excel’s built in Subtotal feature
WebFOCUS Release 7 Creating an Excel ready worksheet
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WebFOCUS Release 7 Excel Template – Example – Existing XLS File – Sheet 2
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WebFOCUS Release 7 Excel Template – Example – Existing XLS File – Sheet 1
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WebFOCUS Release 7 Excel Template – Example – Existing XLS File – Sheet 1 Change the worksheet format to the Excel file type, mht.
This will enable WebFOCUS to populate the datasheet. Save the file to the appropriate APP directory
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WebFOCUS Release 7 Excel Template – Example – Create New Procedure
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WebFOCUS Release 7 Excel Template – Name Procedure & Select Report Painter
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WebFOCUS Release 7 Excel Template – Example - Select CenturySales
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WebFOCUS Release 7 Excel Template – Example – Create DEFINE field
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WebFOCUS Release 7 Excel Template – Example – Create DEFINE field
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WebFOCUS Release 7 Excel Template – Example – DEFINE in Field List
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WebFOCUS Release 7 Excel Template – Example – Add Sortfields to Report
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WebFOCUS Release 7 Excel Template – Example – Add verb objects to Report
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WebFOCUS Release 7 Excel Template – Example – Add verb objects to Report
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WebFOCUS Release 7 Excel Template – Example – Run Report
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WebFOCUS Release 7 Excel Template – Example – Adjust BYDISPLAY Feature
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WebFOCUS Release 7 Excel Template – Example – Adjust BYDISPLAY Feature
SET BYDISPLAY=ON
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WebFOCUS Release 7 Excel Template – Example – Adjust BYDISPLAY Feature
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WebFOCUS Release 7 Excel Template – Example – Add Report Heading
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WebFOCUS Release 7 Excel Template – Example – Add Report Heading
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WebFOCUS Release 7 Excel Template – Example – Add Report Heading
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WebFOCUS Release 7 Excel Template – Example – Add Excel Template
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WebFOCUS Release 7 Excel Template – Example – Add Excel Template
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WebFOCUS Release 7 Excel Template – Example – Add Excel Template
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WebFOCUS Release 7 Excel Template – Example – Add Excel Template
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WebFOCUS Release 7 Excel Template – Example – Run Report – Sheet 1
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WebFOCUS Release 7 Excel Template – Example – Run Report – Sheet 2
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WebFOCUS Release 7 Excel Template – Example – Run Report – Sheet 3
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WebFOCUS Release 7 Excel Template – Example – Run Report – Sheet 4
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WebFOCUS Release 7 Excel Template – Must have minimum of 2 Worksheets
(FOC3290) EXL2K: Template file is not a valid WebArchive file (FOC009) INCOMPLETE REQUEST STATEMENT BYPASSING TO END OF COMMAND
Microsoft Templates:http://office.microsoft.com/en-us/templates/default.aspx
TABLE FILE CARPRINT BODYTYPE AS 'Bodytype'BY HIGHEST COUNTRY AS 'Country'BY CAR AS 'Car Name'BY MODEL AS 'Model'ON TABLE SUBHEAD"CAR MANAGEMENT LIST"" "WHERE COUNTRY NE 'ENGLAND';ON TABLE SET PAGE-NUM OFFON TABLE NOTOTALON TABLE PCHOLD FORMAT EXL2K TEMPLATE 'EXCEL_CUSTOMER MANAGEMENT LIST11' SHEETNUMBER 1…
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WebFOCUS Release 7 Excel Template – Incorrect Template name or extension
(FOC3289) EXL2K TEMPLATE FILE: Error opening file
(FOC009) INCOMPLETE REQUEST STATEMENT
BYPASSING TO END OF COMMAND
Right template name but .mht file not created and picked up or Incorrectly spelled or non-existent template name referenced
TABLE FILE CARPRINT BODYTYPE AS 'Bodytype'BY HIGHEST COUNTRY AS 'Country'BY CAR AS 'Car Name'BY MODEL AS 'Model'ON TABLE SUBHEAD"CAR MANAGEMENT LIST"" "WHERE COUNTRY NE 'ENGLAND';ON TABLE SET PAGE-NUM OFFON TABLE NOTOTALON TABLE PCHOLD FORMAT EXL2K TEMPLATE ‘WRONG NAME' SHEETNUMBER 1…
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WebFOCUS Release 7 Excel Template – MVS SSCTL Requirements Make sure the .MHT file is transferred in ASCII format MEMBER in a PDF – Attributes of dataset: RECFM VB and LRECL 512.
BROWSE CSSRXT.MHT.DATA(TWOTEST) Line 00000000 Col 001 080 ********************************* Top of Data ********************************** MIME-Version: 1.0 X-Document-Type: Workbook Content-Type: multipart/related; boundary="----=_NextPart_01C6A5D9.73C5D8B0" This document is a Single File Web Page, also known as a Web Archive file. If y
------=_NextPart_01C6A5D9.73C5D8B0 Content-Location: file:///C:/A565A114/twosheet.htm Content-Transfer-Encoding: quoted-printable Content-Type: text/html; charset="us-ascii"
<html xmlns:v=3D"urn:schemas-microsoft-com:vml" xmlns:o=3D"urn:schemas-microsoft-com:office:office" xmlns:x=3D"urn:schemas-microsoft-com:office:excel" xmlns:ss=3D"urn:schemas-microsoft-com:office:spreadsheet" xmlns:html=3D"http://www.w3.org/TR/REC-html40" ... Allocate the dataset containing the EXL2K Template(s) to the DDNAME MHT Add allocation to reporting server startup JCL or dynamically in the request
DYNAM FREE FILE MHTDYNAM ALLOC FILE MHT DS CSSRXT.MHT.DATA SHR REU TABLE FILE BIGCAR PRINT CAR MODEL SEATS BY COUNTRY ON TABLE PCHOLD FORMAT EXL2K TEMPLATE 'TWOTEST' SHEETNUMBER 1 END
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FILEDEF HOLD1 DISK hold1.mht
TABLE FILE CENTORDSUM LINEPRICEBY PRODNAME ACROSS YEARON TABLE SET PAGE-NUM OFFON TABLE SET BYDISPLAY ONON TABLE HOLD AS HOLD1 FORMAT EXL2K TEMPLATE myTemplt SHEETNUMBER 1
ENDTABLE FILE CENTINVSUM QTY_IN_STOCK BY PROD_NUM BY PRODNAMEON TABLE SET PAGE-NUM OFFON TABLE SET BYDISPLAY ONON TABLE PCHOLD FORMAT EXL2K TEMPLATE HOLD1 SHEETNUMBER 2END
Creating the Complete Spreadsheet SolutionCompound Templates
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Creating the Complete Spreadsheet SolutionCompound Templates
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Creating the Complete Spreadsheet SolutionCompound Templates
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APP HOLD SESSIONAPP FI COMPXLSH COMPXLSH.MHTTABLE FILE CARHEADING"Report 1: W Germany"PRINT DCOST BY COUNTRY BY CARIF COUNTRY EQ 'W GERMANY'ON TABLE HOLD AS COMPXLSH FORMAT EXL2K TEMPLATE 'COMPXLS_SINGLE' SHEETNUMBER 1ON TABLE SET STYLE *type=report, color=red, $type=data, backcolor=yellow, $type=heading, color=blue, $ENDTABLE FILE CARHEADING"Report 2: England"PRINT RCOST BY COUNTRY BY CAR BY MODELIF COUNTRY EQ ENGLANDON TABLE PCHOLD FORMAT EXL2K TEMPLATE 'COMPXLSH' SHEETNUMBER 2ON TABLE SET STYLE *type=report, color=yellow, backcolor=black, style=bold, $END
Creating the Complete Spreadsheet SolutionCompound Templates
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Creating the Complete Spreadsheet SolutionCompound Templates
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