You can create a new report query directly from Excel by accessing structured ad hoc Forms (SAFs). An SAF is an HTML form containing a report procedure that is already connected to a data source. It enables you to select from a series of parameters to create output that is added to the active Excel worksheet. You can analyze the output data in Excel and rerun the query to refresh the data as needed.
To take advantage of this feature, you must first create one or more SAFs in a WebFOCUS desktop product, such as App Studio or Developer Studio.
Note: You must create these forms in the Content node of the Resource tree.
Note: You can also right-click any cell, and then 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.
Note: The list of folders and HTML forms in the display is based on user permissions.
The WebFOCUS HTML Form and the Properties dialog boxes open, as shown in the following image.
Results from the first selection in the list of parameters load automatically into the spreadsheet, as shown in the following image.
The report populates the Excel file with data assigned to your selected parameter, as shown in the following image.
Note: You can edit the query to select different parameter values, or rerun the same parameter values to refresh the data. To do so, close the WebFOCUS HTML Form, right-click any cell in the query, and then click Edit Query.