Geniusproject provides the ability to export valuable data directly from a view into a Microsoft® Excel template using the Genius Integrator tool. This makes it possible to use extracted Genius Project data to create Microsoft® Excel charts, powerful reports using Microsoft® Excel pivot tables, as well as manipulate data for simulations. In addition reports can be shared with individuals who do not have access to the Geniusproject application.
Excel Report Templates
To create Microsoft® Excel exports templates, navigate to the Templates tab of the Setup and Administration module for the any database.
Click New template on the action menu bar and select Excel Report; the form to define the template parameters will open.
Template Tab
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Fields |
Use |
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Template name |
The name for the new template being defined. Mandatory. |
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Template |
The file name of the Microsoft® Excel template being used. It can either be a file or a template. This is a single selection field. |
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Description |
A detailed description of the template. |
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Fields |
Use |
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Name of the views for which this template will be available |
The title of the views linked to the template. This is a multiple selection field. It displays the list of all the available views where data can be exported into the Microsoft® Excel template. |
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Name of the forms where the charts of this template will be stored |
The form in which the charts of the template can be directly displayed. By default, there is only one available form, 'Results form|swResultForm'. |
Fields Mapping Tab
Details
The fields specified in this section are used to export specific information to Excel for each record in the view or from the selected documents based on the selected option.
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Fields |
Use |
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GP - Field Name / Formula |
The names of the columns in the view defined in the 'View name' field above. If the template is linked to several views, a dialog box will open allowing the user to specify which view to select the fields from. This field works together with the field 'MS Excel template - Upper cells' described below. A dialog box is displayed to select the set of required columns from the list of available columns. For columns without a label (categorized column, icon, etc.) a number is used and can be found in the Office templates administration document. This field is a multiple selection field. It is also possible to enter free text, following these rules: If the expression starts with '@', it is interpreted as a Lotus Notes formula (see the 'Lotus Domino Designer Help' for more information). The button displays the formula window that allows for easier input, and offers syntax checking. If the expression starts with 'COL->', it is interpreted as a view’s column. Otherwise, the expression is interpreted as a field name from the extracted document. |
| MS Excel Template - Upper cells |
The name of cells in the Microsoft® Excel template. Allows for the selection of a field (named cell) from the attached Microsoft® Excel template that the GP field/ column should map to. Once the pairing is done between the view and the Microsoft® Excel template, the The Single selection field. |
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Separator |
A list of separator entries that are used to separate multiple values when transferred to Excel. 'NL' is a new line separator applied within the cell while 'NR' is a new row and will separate multiple values in multiple rows in Excel. |
icon allows it to be added to the list below.
icon allows for the removal of pairs that are checked from the list.
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Fields |
Use |
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GP - Field Name / Formula |
The name of the columns in the view defined in the 'View name' field above. If the template is linked to several views, a dialog box will open allowing the user to select which view the fields belong to. This field works together with the field 'MS Excel template - Upper cells' described below. A dialog box is displayed to select the set of required columns from the list of available columns. For columns without a label (categorized column, icon, etc.) a number is used and can be found in the Office templates administration document. This field is a multiple selection field. It is also possible to enter free text, following these rules: If the expression starts with '@', it is interpreted as a Lotus Notes formula (see the 'Lotus Domino Designer Help' for more information). The button displays the formula window, which allows for easier input, and offers a syntax checking. If the expression starts with 'COL->', it is interpreted as a view’s column. Otherwise, the expression is interpreted as a field name from the extracted document. |
| MS Excel Template - Cells |
The name of cells in the Microsoft® Excel template. Allows for the selection of a field (named cell) from the attached Microsoft® Excel template. Once the pairing is done between the view and the Microsoft® Excel template, the The Single selection field. |
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Separator |
Separator A list of separator entries that are used to separate multiple values when transferred to Excel. 'NL' is a new line separator applied within the cell while 'NR' is a new row and will separate multiple values in multiple rows in Excel. |
Save Charts Tab
Up to three charts can be saved directly into the documents.
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Fields |
Use |
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Save the chart |
Visible only if the field 'Name of the forms where the charts of this template will be stored', on the ‘template’ tab, is not empty. Allows for the selection of the chart to save. The list of charts comes from the attached Microsoft® Excel template. Single selection field. |
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as |
Visible only if the field 'Name of the forms where the charts of this template will be stored', on the ‘Template’ tab, is not empty. To select the format in which the chart will be saved. Possible formats are: WMF (Windows Metafile). GIF (Compuserve Graphic Interchange Format). |
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into field |
Visible only if the field 'Name of the forms where the charts of this template will be stored', on the ‘Template’ tab, is not empty. Allows for the selection of the field where to save the chart. The default form has three fields to hold the charts, 'Chart_1', 'Chart_2' and 'Chart_3'. |
Export Options Tab
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Fields |
Use |
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Report page setup |
Define the format for the columns in the generated Microsoft® Excel report. Possible values:
This is a single selection field. |
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Color of alternative rows |
To improve the readability of the generated report, it is possible to alternate the background color of rows. Possible values are:
This is a single selection field. |
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