ValuePRO Tutorial Custom ExcelLINK Template

ValuePRO Tutorial Custom ExcelLINK Template

Table of Contents Contents 1. Setting up the template... 1 1. In Microsoft Excel... 1 2. Creating the report... 2 1. In ValuePRO... 2 1. Home Screen... 2 2. Custom Report screen (Details tab)... 3 3. Custom Report screen (Layout tab)... 4 4. Document Upload screen... 5 5. Custom Report screen (Layout tab) 2... 6 6. Custom Data Source screen (Details tab)... 7 7. Custom Data Source screen (Search Criteria tab)... 8 8. Add Criteria screen... 9 9. Custom Data Source screen (Search Criteria tab) 2... 10 10. Custom Data Source screen (Sort Order tab)... 11 11. Add Sort Field screen... 12 12. Custom Data Source screen (Sort Order tab) 2... 13 13. Custom Report screen (Layout tab) 3... 14 14. Custom Report screen (Preview tab)... 15 3. Viewing the report... 16 1. In ValuePRO... 16 1. Home Screen... 16 2. View Report screen... 17

Section 1: Setting up the template 1. Setting up the template 1. In Microsoft Excel Create in Microsoft Excel the template document such as the sample above. Note that fields to be merged in are entered in the format: %%=(Data Source).(Field Name)

2. Creating the report 1. In ValuePRO 1. Home Screen 1. Select the Templates screen. 2. Select the Report Templates tab. 3. Select Custom Reports from the drop down list. 4. Click the Add New button.

2. Custom Report screen (Details tab) 1. Enter a name for the report. 2. Enter Template Type as Custom Report (should be the default). 3. Enter a short description of the report s purpose. 4. Set Edit Layout in to Microsoft Excel. 5. Check the Enabled box to allow the report to be generated. 6. (Optional) Check the Mark as Draft until Approved box to include the Draft Copy watermark. 7. (Optional) Set the page border. 8. Click the Save Data button. 9. Click the Layout tab.

3. Custom Report screen (Layout tab) 1. Click the Upload New Template File button.

4. Document Upload screen 1. Click the Browse button. Use the file browser to select the Excel template created in 1.1. 2. Notice the file path and name is entered into the document field. 3. Click the Upload button.

5. Custom Report screen (Layout tab) 2 1. Notice the Excel Template File has changed. 2. Notice the Run Diagnostics button has appeared. This allows you to run an automatic check over your template to identify merge field errors. 3. Select the appropriate Page Orientation. 4. Click the Save Changes button. 5. Click the Add Custom Data Source button.

6. Custom Data Source screen (Details tab) 1. Set the title for the Data Source. This will appear on the Layout tab of the Custom Report screen. 2. Set the Data Source Name (DSN). This is the same as the Data Source listed in your template, eg Clients. 3. Enter a short description of the data source. 4. Select the table from which to obtain the data. 5. Set the access level for this data source. 6. Check Do Not Send/Preview Report if this Data Source is Empty to prevent users generating empty reports. 7. Click the Save Changes button. 8. Click the Search Criteria tab.

7. Custom Data Source screen (Search Criteria tab) 1. Ensure the Mode Selection drop down is set to Basic Mode. 2. Click the Add Criteria button.

8. Add Criteria screen 1. From the Criteria Field drop down, select the field on which to limit the results. 2. Click the Add Criteria button. Repeat steps 1 2 for each Criteria Field you require. 3. Click the Close [X] button to close the window.

9. Custom Data Source screen (Search Criteria tab) 2 1. Notice the Criteria Fields you selected on the Add Criteria screen are listed here. 2. Select the type of matching, e.g. <> ( not equal to ). 3. Enter the data to match against. Repeat steps 2 3 for each Criteria Field. 4. Click the Save Changes button 5. Click the Sort Order tab.

10. Custom Data Source screen (Sort Order tab) 1. Click the Add Field to Sort By button

11. Add Sort Field screen 1. From the Sort Field drop down, select the field on which to sort. 2. Click the Add Field to Sort Order button. Repeat steps 1 2 for each Sort Field you require. 3. Click the Close [X] button to close the window.

12. Custom Data Source screen (Sort Order tab) 2 1. Notice the Sort Order fields you selected on the Add Sort Field screen are listed here. 2. Click the Save Changes button. 3. Click the Close [X] button to close the window.

13. Custom Report screen (Layout tab) 3 1. Click the Preview tab.

14. Custom Report screen (Preview tab) 1. Notice the Download in Excel Document Format link. This allows you to retrieve a copy of the underlying Excel spreadsheet. 2. Click the Close [X] button to close the window.

Section 3: Viewing the report 3. Viewing the report 1. In ValuePRO 1. Home Screen 2. Select the Reports screen. 3. Click on the Custom Reports tab. 4. Click on the new report.

Section 3: Viewing the report 2. View Report screen 1. Notice the Download in Excel Document Format link. This allows you to retrieve a copy of the underlying Excel spreadsheet.