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 Introduction  How to work?  Template options  Advanced features  Objects description
 How to work? / Creation of file-template in the Microsoft Excel

When the user has formed conditions for extracting of the data set from the database, he can proceed to the next phase – creating of the report template in the MS Excel. You can begin the template creation in several ways:

1. Use the item File\Edit Template of the main menu of the program.
2. Click the button on the button panel.
3. Use the item Edit Template in the pop-up menu of the object tree.

As a result of this operation MS-Excel will be activated and a blank workbook will be added into it. This workbook will be used as a template for the future report.

Remark

A new blank workbook is added into the Excel, because the property Template File is not specified. In this property you need to enter a name and a full path to the Excel workbook, which is used as a template. If the name of the workbook-template is specified, then at calling «Edit Template» this very workbook will be opened. If the template is located in the same folder with the EXE-file of the program XL Report Builder, it’s not necessary to enter the full path to the workbook-template. In the property Template File you can also enter a relative path like for the EXE-file of the program (for example «..\Templates»).

Let’s imagine, that the report must just show all the records from the table «Country» (see example "Quick Start.xrb" ). For this purpose the object Query was created (it was called «Country»). To output all the records from «Country» it’s necessary to create a range that has a special format in the MS-Excel. For this you need to create a table in the template (it is shown at the figure below).

To output fields from the database table into any cells of the current sheet it is necessary to write formulas like «=Caption_FieldName», where «Caption» means the property of the object Query and «FieldName» means the name of the field from this table. In this example the fields Name, Capital, Continent, Range and Population are used. Then the formulas will look like:

«=Country_Name»,

«=Country_Capital»,

«=Country_Continent»,

«=Country_Area»,

«=Country_Population».

These formulas should be placed in the cells «B5:F5». Here is the full list of formulas with the indication of the cells:

B5 – «=Country_Name»

C5 – «=Country_Capital»

D5 – «=Country_Continent»

E5 – «=Country_Area»

F5 – «=Country_Population».

Don’t pay attention to the cell values (#NAME?), into which you’ve written the fields formulas. Excel just doesn’t find cells with such names in the template. In the templates of the reports you can apply any kind of formatting to all cells of the workbook, insert figures and change the parameters of the workbook itself.

Then it’s necessary to tell XL Report Builder about the existence of the range, into which it is necessary to put records about the countries. For this you should mark a rectangular range «A5:F6» and name it (using for this the editing field with the pop-up list, which is located to the left from the formula string). The word «Range» is used as a name at the figure below. The range can have any name (as much informative as it is necessary). This range includes one column on the left and one row below more than it is necessary. These cells are used in the XL Report Builder for the description of the additional actions, which can be done to the range of data.

Here creation of the report template can be considered finished. Having saved this template under the definite name, you can close Excel.

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