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Procedure documentationCreating Super Reports Using Microsoft Excel

 

Super reports that use data from Microsoft Excel are created by adding multiple data sources to the report. This provides an efficient way to consolidate information that users want to view in a single report.

The procedure for creating super reports using Microsoft Excel involves adding multiple data sources an then defining links between the data sources.

Prerequisites

You have created a report using Microsoft Excel.

For more information, see Creating a Report Using Microsoft Excel.

Procedure

Adding Multiple Data Sources

Perform the following steps in MSY.

  1. Choose Start of the navigation path Report Maintenance Next navigation step Search End of the navigation path.

  2. Find and select the report to which you want to add more data sources.

  3. Choose Start of the navigation path Report Maintenance Next navigation step Details End of the navigation path.

  4. Select the Super Reportindicator.

  5. Choose Add Data Source.

    The Additional Data Source dialog box appears prompting you to find, select, and add either business queries or business content providers.

    Note Note

    You can choose multiple data sources, which can consist of business queries and business content providers.

    End of the note.
Defining Links Between Data Sources

Linking the data sources allows the reporting component to use the links for matching records in the primary data source with those in the secondary data source.

Example Example

You have customer data in a report and you then add multiple data sources to view the orders and activities for each customer. To view the data from both the data sources, you define links to ensure that the orders and activities are displayed for each customer.

End of the example.

  1. Choose Define Links.

    The Report Data Sources dialog box appears. It allows you specify the primary and secondary data sources and indicate the relationships between the data sources.

  2. Choose Add Data-Source Linkage to add the primary and secondary data sources.

  3. On the Relationship Between Data Sources tile, choose Add Data-Source Linkage and indicate the relationship parameters. You must enter the following information:

    • Property of the primary data source that you want to use as the link to the secondary data source

    • Property of the relevant business query that can serve as a filter parameter

    • Property of the secondary data source that links with the primary data source

  4. Choose Finish.

  5. Save your entries.

Result

You have created a super report using Microsoft Excel. You can now perform any of the following functions:

  • 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.

      For more information, see Reports.

  • 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.