How to use MS Excel to regenerate a report from the Report Editor
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1 How to use MS Excel to regenerate a report from the Report Editor Summary This article describes how to create COMPASS reports with Microsoft Excel. When completed, Excel worksheets and/or charts are available to the Report Editor providing enormous reporting power. The first step is to create an Excel template file by opening an existing COMPASS data file into Excel. Customize a worksheet to reference the COMPASS data and perform any calculations and charting operations. Next, create a new Report Editor template and insert an Excel field that references the Excel template. The Report Editor field defines the Excel filename, worksheet and cell range to transfer to the report. During report generation, data files are imported into the Excel template file to refresh the customized worksheet(s) and/or charts. Finally the specified reporting cell range is transferred from Excel to the Report Editor. This procedure works so long as the COMPASS data files have a consistent format. If the data file header information or test points collected are altered, the Excel cell references will be invalid resulting. Make sure that the [Tools][Options][Data in File] and [Tools][Options][Data Header] sections of COMPASS are not altered after the Excel template is complete. The maximum number of cycles and points can also impact the report based on how the data is referenced in Excel. To get started, use the example Excel template and spreadsheet installed with COMPASS. Using the COMPASS Report Editor, generate a report using the sample.dat file and the ExcelExample1.tpl report template. If COMPASS was installed in a non-default location, edit the Excel field in the report template to point to the Excel template file. Article Topics How to create a COMPASS report with MS Excel. How to add an Excel field to the COMPASS report template. See Also N/A Requirements The following items are required to implement this setup. COMPASS for Pressure Basic or Enhanced, version 2.00 or newer. Microsoft Excel 2002 or newer. Creating An Excel Template File Import one or more COMPASS data file(s) with known formatting into Excel. Use an appropriate delimiter as defined by the data file. By default the semi-colon ; is used as the data file delimiter. Name the imported data sheets as Data1, Data2 and so on. During report generation, the selected data files are put into worksheets Data1, Data2 etc. in sequence. More than one data file is required only if the desired report requires Updated By: TW Last Updated: August 20, 2007 Page 1
2 information from more than one data file. If this is not the case, import a data file in the Data1 worksheet only. The relative order of worksheets has no impact on the functionality. Figure: "Data1" worksheet with imported COMPASS data in the Excel template file Create a report worksheet that references the imported data sheet(s). Any calculations or macros available from Excel can be used on the data. To create a plot, create a chart object on a separate worksheet. The chart must be on a worksheet and cannot be on it s own tab. Note the sheet name and cell range of all reportable data. Figure: "Report1" worksheet with Reported Range B8:H16 referencing data in "Data1" worksheet Updated By: TW Last Updated: August 20, 2007 Page 2
3 Figure: "Chart1" worksheet with Reported Range C6:I18 referencing data in "Data1" worksheet Format the report worksheet appropriately. The exact size and format of the cell range will be captured as a picture and inserted into the report. Since COMPASS reports exactly what is visible in the Excel template, the background grid will display on the report if it is not cleared. Clear the grid by using the Excel [Tools][Options] menu and access the [View] tab. Options on this tab are available to hide the grid. To use a customized frame around the selected range, an extra column and row must be added to the top left selection range. For example, range A4:G15 must be specified in the report template. However the reported range is B5:G15 as in the figure below. Figure: "Report2" worksheet with Reported Range A4:G15 with customized frame Updated By: TW Last Updated: August 20, 2007 Page 3
4 Referencing Excel in Report Template The <Available Data><Macros><Excel Field> under the <Available Data Fields> panel on the left side of the COMPASS Report Editor when editing a template is used to insert an Excel sheet or chart into the report template. Double click <Excel Field> to add it to the template at the current cursor position. The Excel Field Properties form shows after inserting the Excel field into the report template. The properties dialog is also available by clicking the Excel field and selecting [Properties]. Browse or enter the desired Excel template file, select the worksheet to report and the corresponding cell range. Click [Update] to save the changes and [Cancel] to discard the changes. The other options are available to display Excel and to save the Excel file as part of the reporting process. By default, Excel is not visible during the report generation process. FEATURE File Name <String Field> Sheet Name <List Box> DESCRIPTION The template Excel file name with full path. Change the file name by typing or selecting using the button. The name of the Excel worksheet to be inserted. Updated By: TW Last Updated: August 20, 2007 Page 4
![The Excel Field Properties form shows after inserting the Excel field into the report template. The properties dialog is also available by clicking the Excel field and selecting [Properties].](/docs-images/44/14536653/images/page_4.jpg "Browse or enter the desired Excel template file, select the worksheet to report and the corresponding cell range. Click [Update] to save the changes and [Cancel] to discard the changes.")
5 Cell Range <String Field> Number of Data Files Needed <Integer Field> Show Excel File After Report Generated <Check Box> Save Excel File After Report Generated <Check Box> The range of the selected Excel worksheet to be inserted. Specify top-left corner and bottom-right corner cells of the area to be inserted into the report. The number of data files needed for the Excel sheet or chart to be inserted. This field affects how many reports to be generated if multiple data files selected when generating reports. If "1" is specified, each selected data file will generate one report, if "2" or more is specified, only one report will be generated for all data files selected. In this case the Excel template should use data sheets name Data1, Data2, Data3, etc. If checked, the Excel file with the selected data file imported will remain open, so that users can take a look at the actual Excel file. This is very useful when troubleshooting issues. If checked, the Excel file with the selected data file imported will be saved at the location of the selected data file. The file name is identical to the default report name except the file uses a *.xls extension. Updated By: TW Last Updated: August 20, 2007 Page 5
6 Sample report template using Excel fields Updated By: TW Last Updated: August 20, 2007 Page 6
7 Sample report using Excel fields Updated By: TW Last Updated: August 20, 2007 Page 7
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