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Procedure documentationCreating Reports Using Microsoft Excel Locate this document in the navigation structure

Prerequisites

  • You have installed Microsoft Excel and have a good knowledge of Microsoft Excel features such as formulas, working with charts, creating graphics, and so on.

  • If you use business queries as data sources, then the required business queries and BDocs exist.

  • If you use a business content provider as the data source, then you have created a business content provider.

    For more information, see Business Content Provider.

Procedure

Perform the following steps in Mobile System Maintenance (MSY).

  1. Choose   Report Maintenance   Details  .

  2. Choose New on the Report Overview tile and enter the required data.

  3. Choose the Report indicator and then choose Design Report.

    A Microsoft Excel workbook appears. The first worksheet is named after the Business Query Object or the Business Content Provider name and data from the source is included in the worksheet.

    Caution Caution

    The worksheet is protected. A warning message is displayed when you try to modify cell details.

    Do not use the Unprotect Sheet command option and modify any cells in the worksheet.

    End of the caution.

  4. Choose another worksheet and design the report by writing the required Microsoft Excel formulas and macros.

  5. After designing the report, choose Save on the toolbar and close Microsoft Excel.

  6. Set the status of the report to Executable.

  7. Save your changes in the Report Maintenance/Details tile set.

Result

You have created a report using Microsoft Excel. You can now perform the following tasks:

  • Preview the report

    • Choose Show Report to view the report that you have just created. You can also view all the reports that have been created. Choose Overview on the navigation bar. The Reports tile contains all the existing reports.

    • The report is also displayed in the Reports component of Mobile Sales.

  • Modify the report

    Choose Modify Report to modify the details or design of the report.

  • Define parameters for the report

    You can define parameters and parameter descriptions, and set default values for a report.

    For more information, see Defining Filtering Criteria for Reports and Charts.

  • Copy the report

    Choose Copy Report.

    The application creates a copy of the report. You can then make required changes in the report.

  • Assign specific users to a report

    In the User Assignments tile set, you can assign specific users who can view the report. If you do not assign any users to a report, then, by default, the Distribute to All Users indicator on the Report Maintenance/Details tile set is selected, and the report is available to all users.

  • Create a super report

    You can create a super report by adding multiple data sources to the report.

    For more information, see Creating Super Reports Using Microsoft Excel.