ReportBy Notification Examples

Transcription

1 ReportBy Notification Examples

2 Page 2 of 36 Content RBE Examples... 3 RBE Example 1 RBE Example 1 test with subject field tagging... 3 RBE Example 2 - Notification with Excel sheet... 6 Setup basic notification values... 6 Upload Sheet to RBE Server... 6 Verify... 8 Recipients... 8 RBE Example 3 - recipients parameter transfer between RBE and Excel Excel functionality with parameter transfer RBE Example 4 SQL-recipients with output in HTML RBE Example 5 Report in PDF Format RBE Example 6 HTML report for more recipients RBE SQL Query Employees RBE SQL Query Employees RBE Returned Parameters ReportBy notification RBE Return subject... 33

3 Page 3 of 36 RBE Examples This manual shows different examples are listed and can be followed easily. Screen dumps of the sheets are supplied. If you are in doubt how things work, please check the sections earlier in this manual to see detailed information about how things work. The examples presented here can also be downloaded from ftp.reportby .com, where a large number of standard templates are located. RBE Example 1 RBE Example 1 test with subject field tagging It s time to test the first notification. Send a simple notification to yourself and follow the following example data. Right-click and create a new notification: Fill in the values in the first sheet:

4 Page 4 of 36 Press the Test notification button and if you have included yourself in the recipient list or in the CC: or BCCfields, check your client:

5 Page 5 of 36 Notice that the subject field value was picked up by using the name of the notification.

6 Page 6 of 36 RBE Example 2 - Notification with Excel sheet This example requires the Microsoft Access 2007 Northwind database and the excel sheet as specified earlier. Setup basic notification values Upload Sheet to RBE Server From any sheet click on Upload in the upper right corner and browse to the folder, where you have downloaded the Excel sheet to:

7 Page 7 of 36 Click Open: Notice the filename is now filled into the template -field.

8 Page 8 of 36 This operation copies the Excel sheet from your usually development area into the RBE server, so that the RBE server can read the file locally. Verify After uploading the Excel sheet, test that the Excel sheet is in working order and the number of queries within it. The window should show exactly the number of queries, which are defined within the Excel sheet. Notice that you can drag and thereby adjust the width of each field in order to better read the values. Recipients

9 Page 9 of 36 Fill out the Recipients field with your -adress and press Test notification. You ll receive an with the result of the query: Notice that: The subject field was defined as [Notgroup] [Notname], which was converted into the string in the subject field using the path of the notification and the name of it. The Excel sheet is attached, e.g. the user can open it and work with it. The Excel sheet contains random values! The last fact is because this Excel sheet has been designed to get a number of input parameters, specified in the notification. See the following example to get more meaningful values out of the sheet. The data returned by ReportBy will, when no parameters are specified typically be the parameters used within the Excel sheet during the design process. Notice that it s very important to design Excel sheets correctly (With a number of parameters) in order to use the product in an optimal way.

10 Page 10 of 36 RBE Example 3 - recipients parameter transfer between RBE and Excel If more parameters are needed in Excel in order to perform an operation, these can be transferred from the Recipients window. It s compulsory to have a column named , but more columns can be added: Create a new notification, by pointing to the same Excel sheet as in the previous example: Change to the recipients sheet and fill in the same recipient again:

11 Page 11 of 36 Right-click on and choose Add column. Right click in the column2 column. Choose Edit header text. Enter a name like startdate. You can add many fields, but usually two to three values are needed. Enter Startdate:

12 Page 12 of 36 You now need to insert date-values for the recipient. This demo-sheet needs three parameters, so insert more columns and name them as described above. Excel functionality with parameter transfer

13 Page 13 of 36 In Excel you need to name fields with the same names as defined in RBE. In the example Excel sheet the following fields are necessary: employee Startdate Enddate Cells within the Excel sheet is filled out with these values initially, the Excel sheet calculates all the queries and the output sent according to the RBE Settings. Add the last columns and enter data as shown below: Notice that there always has to be an -field to specify an recipient. The other parameters are optionally. Within the Excel sheet you need to use the defined names functionality to name a cell in Excel the same as listed above. Use test notification to get the following

14 Page 14 of 36 The Excel sheet looks like this: Notice that only sales for Anne is listed.

15 Page 15 of 36 RBE Example 4 SQL-recipients with output in HTML Make a notification exactly similar to the RBE Example 3 and change the output to HTML: The output in HTML is readable straight away:

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17 Page 17 of 36 RBE Example 5 Report in PDF Format Define the same report again as in the previous example, but select output in PDF format: Test notification:

18 Page 18 of 36 Inspect the attachment: This report is output in PDF format. See the tips & tricks manual how to optimize the layout of the report.

19 Page 19 of 36 RBE Example 6 HTML report for more recipients Create a similar notification, which have more recipients with output in HTML: Notice the use of [ employee]. This way the manager receiving a number of these notifications as a CC or BCC recipient can easily distinguish between the different employees.

20 Page 20 of 36 Use the Test notification button. You ll receive three s, but since no data exists for the is empty and useless: Therefore go back to the notification and change to the Send-if sheet:

21 Page 21 of 36 Change the Send Always to Send If data : Since there is only one query in the Excel sheet, only one query can be selected. Select the query.

22 Page 22 of 36 Now use the Test notification to run the query again. You will not receive the report for John, because the result of the query was empty.

23 Page 23 of 36 RBE SQL Query Employees RBE SQL Query Employees The examples above works fine, if the company always has the same employees and no-one is hired etc., but that s not the real world. Therefore ReportBy supports looking up the recipients in data tables. In the Northwind database a table consists of the employees in the company. Therefore the best way of designing a report, that will work in future (If the employee table is updated will new employees etc.) is to lookup the recipients in the table. Make a new notification called RBE SQL Query Employees: Only send reports if data:

24 Page 24 of 36 Lookup recipients: First change Data to SQL. Click on the button to the right of the Datasource -field:

25 Page 25 of 36 All your datasources should be defined as DSN (See manual regarding ODBC connections), so click on the listbox ODBC and select RBEDEMO and select Use trusted connection : You can test using the test button: If not successful, check the manual regarding ODBC-connections and setup of rights. Click ok:

26 Page 26 of 36 Now the datasouce is selected, the Query needs to be inserted. Here you need to have information how the database is designed. See the tips & tricks manual of how to design these queries. A easy way to start is the insert the following: select * from Employees This will show all data from the Employees table. Insert the text in the Query field and push the Show Result button: All the fields are represented:

27 Page 27 of 36 The field we need as a parameter for the Excel sheet is the users address. To select only this, modify the Query field to the following: Select Address from Employees

28 Page 28 of 36 Now that all the addresses are visible, we need to add the parameters, Excel needs to run. Add these as static values as shown in previous examples: Select as , " Address" as Employee, ' ' as Startdate, ' ' as Enddate from Employees Now all the columns have same names as in the previous examples and it s time to test the notification. You ll receive 8 reports, although the Northwindtraders company has 9 employees, because one person didn t sell anything within the specified period. Click on the Log sheet:

29 Page 29 of 36 One of the recipients didn t get an , because the workbook was invalid or the validation query returned no data. This last part is the Send-If check, that results in no to this person.

30 Page 30 of 36 RBE Returned Parameters You can use Excel to return parameters to ReportBy to format the subjectline and/or add dynamic results into the subject field and the body of the ReportBy notification. This feature gives more flexibility to the end user when it comes to extending the generated Subject and Body. If a cell in the Excel workbook is named, its value can be retrieved after the report is generated so that it can be used in formatting the . For example, we define a worksheet to have B3 named as input1, C3 named as input2, and D3 named as output. Furthermore, the last cell has a formula of =SUM(C3, D3) which means that its value will be derived by summing up input1 and input2. Excel sheet: Named fields:

31 Page 31 of 36 ReportBy notification Notice that the named field Output is NOT listed on the Recipients input list. input1 is 2 and input2 is 3. Once RBE processes the worksheet, it gets these two values and places them in the cell that they are named after. Following that, output would then have a value of 5 (2+3).

32 Page 32 of 36 The values will then be reused to format the s subject and body, resulting in the following: Notice that the body is listed first in the , before the HTML output of the Excel sheet. If you only need calculations in the subject and/or body field, you can design the Excel sheet with an empty sheet as the first sheet and have the calculations done on other sheets. This would blank out the Input1. Input2. And 2.3. lines in the report above, only showing the body line of The sum of 2 and 3 is: 5. You can see this in the RBE Return subject example.

33 Page 33 of 36 RBE Return subject This example shows how to construct a subjectline in Excel. Sheet1 is empty in this example, but usually some kind of result would be used. Excel sheet: Named fields

34 Page 34 of 36 Months is the input value. Calculations in the Excel sheet: Today is the builtin Excel function to return the date today. Lastmonth is calculation of the last day of previous month: =EOMONTH(DATE(YEAR(B3);MONTH(B3)-1;1);0) X months back is calculation of the first day Months back: =DATE(YEAR(B4);MONTH(B4)-B2+1;1) The values to the right of the two previous values are: =TEXT(B5;"mmmm")&" "&TEXT(B5;"åååå") When using English formats åååå should be yyyy Now text versions of the startmonth and endmonth are available in C4 and C5. Subjectline is calculated: =IF(B2=1;C4;C5&" - "&C4) If only one month, the Subjectline named field looks like this: september 2009 If months is 4: juni september 2009

35 Page 35 of 36 Notification Output of the two notifications:

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