In this section: How to: |
You can create a new report query directly from Excel by accessing the WebFOCUS Quick Data add-in. You can then specify the connection attributes and the data source for your query, and build your report using InfoAssist. You can place multiple queries in the same worksheet, or spread them out over multiple worksheets in a workbook.
There are limitations on the display of queries that overlap. However, there are data layout options available in the Query properties of Excel that can assist with overlapping queries. This behavior is governed by Excel, not the WebFOCUS Quick Data add-in.
You can also right-click any cell and click Create WebFOCUS Query.
The following image shows an example of the Web Server Connection page.
Note: If the connection information was not specified during the creation of a previous query, you must supply the Web Server URL.
For more information, see Manually Defining Web Server Connection Settings.
Note: If the On-Demand Reporting Server Logon option has been activated, you will not be prompted to sign in with valid WebFOCUS credentials after the first report query during an Excel session. If this option has not been activated, you will be prompted to sign in before every query. For more information, see WebFOCUS Quick Data Options.
WebFOCUS InfoAssist opens, as shown in the following image.
This example covers multiple aspects of creating a new report query using the WebFOCUS Quick Data tool from an Excel file.
The Web Server Connection page of the WebFOCUS Quick Data Wizard opens.
The following image shows an example of the Web Server Connection page.
Note: If you type the URL, do not end it with a slash mark (/). The Advanced Connection Option values that will be added to this URL automatically when creating the connection begin with a slash mark (/) already. Any slash mark (/) you enter here will be redundant and will prevent the connection from completing properly.
Note: If your configuration has been limited to the use of SAFs, select an HTML form inside a content folder that you have access to, and then click Next. Continue to create the report from a structured ad hoc form (SAF). For more information, see, How to Create a Report Query from a Structured Ad Hoc Form.
Note: The WF_RETAIL_LITE data source is part of your Reporting Server setup.
WebFOCUS InfoAssist opens, as shown in the following image.
InfoAssist assigns the Product,Category dimension to the By Query bucket in the Query pane, as shown in the following image.
InfoAssist assigns the three measures to the Sum Query bucket in the Query pane, as shown in the following image.
The Live Preview refreshes, and displays the column totals, as shown in the following image.
If you selected the Show Properties dialog when the query is created option in the WebFOCUS Quick Data Settings dialog box, the Properties dialog box opens, as shown in the following image.
This dialog box contains the following options:
The report query data appears in the Excel file, as shown in the following image.
Note: When you share an Excel file that was created using Quick Data, with another user, the user can view the saved data. To edit the request or refresh the data in the shared Excel file, the user must install the Quick Data add-in.
In Excel, a range of cells is a group of two or more selected cells that share a name. You can use a named range of cells instead of a string of individual cell references when creating or updating formulas.
When the Quick Data add-in transfers the results of a report query to an Excel spreadsheet, it automatically creates a range that includes all of the cells covered by your query results, and separate, subordinate ranges, for each column in the results.
You can see the name of a range of cells in the Name box. On an Excel spreadsheet, the Name box appears below the ribbon, and next to the Formula bar. If an active cell is not part of a range, it displays the name (letter and number) of the active cell. If an active cell is part of a range, it displays the name of the range instead.
The Name box drop-down list displays the named ranges that were automatically added to the spreadsheet when the Quick Data add-in transferred the query results to the Excel spreadsheet. The named range for the entire first data table is QDATA1, and the named ranges for individual columns appear below it, as shown in the following image.
You can also use a range to protect or update the format assigned to all of the cells within that range in a single operation. The Data Range Properties dialog box contains the tools that enable you to protect or manage the format and other properties of a selected range.
For more information, see Setting Query Properties.
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