My company has a Visio document that displays a proposed server relationship structure. For each 3D server shape, we have added text to the shape data, e.g. IP address, Server Name, RAM, Service Tag, etc. We would like to be able to print the shape data as an additional sheet to our main server structure document in preparation of meetings.
We are using Visio Professional 2013, at the application level, and we are unable to figure out how to print this shape data. I have not even been able to figure out how to export the data to Excel so I can print from there. Can someone please help, all the information on the web is for previous versions of Visio? Thank You.
You could try "Shape Reports" on "Review" Tab.
This function allows you to select the shape attributes for the report, format of the report (html/excel/extra page/etc), and execute the report.
Related
I connected my visio professional 2010 diagram to an excel sheet with a list of items with some properties.
I want to display nice rectangles with the items name and some properties in it.
When I link a data item to a plain rectangle, the data appears but I am not able to format and configure it properly (e.g. fonts, colours, positions in the box).
I found general instructions how to link data and very complex documentation around shapesheet (whose complexity is a bot overwhelming for a visio newbie)
How can I - in a simple way - create boxes from linked data that have for example the item's name in bold, horizontally centered, at the top of the box, and some of its attributes (with label) in a smaller font below ?
Somehow I think of a preconfigured template of such a shape whose text-data can be populated semi-automatically from excel data following this process:
Preparation:
Link excel data to diagram (clear)
Create shape template (unclear)
Doing:
link data items to shape instances (clear)
Free Visual Layout (clear)
Do preparation step 1 to ONE shape. Remove the data graphics Select
the shape, menu insert / field. Insert the desired shape data from
the list. (https://support.office.com/en-us/article/Insert-a-text-field-into-a-shape-0225c22e-3e5e-4ea7-9ca0-1ec91386cb1e)
Show the document stencil or create a new stencil.
drop the shape into the stencil. It is now a Master
Having the master selected in the stencil, drop rows from the external data window onto your drawing. Visio will use that master as standard shape.
HTH, Y.
The solution is to create your own "data graphics". Actually Visio's help is sufficient to get it going. Searching for that key word in Visio help or support.office.com yields instructions how to use it.
I am using Crystal Reports 11 (XI) and I have a crosstab that has quite a few rows to it. Its publishing format is to Excel, so pagination doesn't really even make sense. However, no matter what I do it repeats the column/crosstab headers every couple dozen lines. I've tried:
-Increasing page size definition to max size (12x18) portrait
-Turning off pagination in the output settings
-Turning off horizontal pagination
-Deleting column headers (works) but I cannot delete the crosstab header
I'm running out of ideas.
If the goal is just to create an excel file with some pivoted data crystal reports is not the best way to do it. Check the first 5 minutes of this video:
http://www.r-tag.com/Pages/Preview_Demo.aspx
It compares the same data presented as a cross-tab in Crystal reports and pivot report based on a SQL ad-hoc query. SSRS is also part of the comparison and it is a better choice than Crystal too , but SQL ad-hoc query is my favorite for pivoted data.
P.S. I am proposing this alternative because the tool is free, it will save you development time and will create a better formatted excel file. If you are using BOE and you want to keep the report there this might not work for you.
The solution is as contrived as the problem...
There is no way in Crystal XI to "turn off" the crosstab pagination. It simply cannot be stopped. However, you can cheat the system by configuring a massive page size. In windows on your development machine, locate your XPS printer virtual device and choose "Print Server Properties" (in the top banner in Win 7+)
In the "Forms" tab, you will be able to configure a new paper form object of arbitrary size. Click on "Change Form Settings" and create a new page that is as large as you think you will need. I'm not aware of any limitations on this configuration, but I'm sure bad things happen if you go nuts.
Returning to crystal, go to printer configuration and select the XPS document printer as your target device for exports, and save the custom page size as the target paper type.
Now, the crosstab will assume you are printing to a massive sheet and will not attempt to paginate. As far as I can tell it's impossible to achieve the same effect any other way.
Here is a introduction about jasper crosstab.
http://www.tutorialspoint.com/jasper_reports/pdf/jasper_crosstabs.pdf
From the document, you can add two attributes in node
<crosstab isRepeatColumnHeaders="false" isRepeatRowHeaders="false">
...
</crosstab>
I have a report that will be viewed from SSRS report manager and scheduled to send a flat file as well. The problem is that the rich display, summation rows, and some other elements that are perferred when viewing the report online or as a PDF are not wanted when the report is viewed in Excel or when it is exported to CVS. The solution I proposed was to simply have two reports. One that was nicely formated and the other that was more of a raw data feed but they want only one report meaning that I need a way to show one thing if it is viewd online or saved to a PDF and something different when it is saved to CVS or XLS. Is this possible and if so how?
When exporting to .csv format, many fields are stripped. Have you looked at what the existing functionality does to your report?
If that's not adequate, you can use the new SSRS 2008R2 global variable to change item visibility. For example set the hidden function to:
=(Globals!RenderFormat.Name = "EXCEL")
This would hide something when exported to Excel format. (This is only available since SSRS 2008 R2.)
More info on this at:
http://blogs.msdn.com/b/robertbruckner/archive/2010/05/02/globals-renderformat-aka-renderer-dependent-report-layout.aspx
Is it at all possible using CRM 2011 and SSRS to generate a report on a single record, and only get results for that one record?
EDIT
Additional Info - Must Use:
Custom SSRS report
Custom entity in CRM
Here's a more specific link to your question: link. You're probably looking for pre-filtering (look for "3. Pre-filtering Element" in the link provided) if you want the report to be record specific (context sensitive).
Here's a link describing the 2 types of pre-filters (CRM 4.0 but the theory applies to CRM 2011): link. And here's an example of prefiltering in CRM 2011: link
I have done this successfully in CRM 2011 with a completely custom report made in BIDS, on a custom entity, with full context sensitivity.
Make sure to learn fetchXML as it's going to be the going forward technology for these reports. The existing reports are using SQL which make them bad examples to copy off of.
Here's an example on how to extract fetchXML from an advanced find: link It also has more information on pre-filtering.
Take a look a the report Account Overview.rdl. It could be executed for a single account record or multiple records.
See Reporting for Microsoft Dynamics CRM Using Microsoft SQL Server Reporting Services
Create an embedded connection to the CRM database engine for the environment you want to target.
Create an embedded dataset to query the current record. This going to be kind of weird since experience will tell you that you are going to get tons of records, but because of the clunkiness behind CRM it will actually only get the current record. For example, if you wanted to get the current quote you would use "SELECT quoteid FROM FilteredQuote AS CRMAF_Quote"
Add a parameter to store the reference to the entity you just queried. In keeping with this example I created #QuoteFilter which is type text, could store multiple values (even though that's not what we're using it for), and gets its default value from the dataset in step 2. Also, probably ought to make this hidden since GUIDs aren't end user friendly.
Finally, use the parameter discovered in the where clause of the other datasets. For example, a search on quote products for the current quote would look something like SELECT * FROM FilteredQuoteDetail WHERE (quoteid = #QuoteFilter)
As a final note, you should keep in mind that CRM loves to remember everything even when you don't want it, too. On one of my reports I messed up my datasource and CRM was forever convinced that the report should run against all records. I fixed my datasource, but uploading the report did not trigger a refresh and correct the problem. In the end, I deleted the report from CRM, created a new one, uploaded the same exact file with no changes, and everything worked. Go figure.
I'm fairly new to using the Birt Report Designer and need to figure out how to generate a report from a SQLite database. I have suceeded in getting it to connect to the DB but am now unsure how to generate a report and the tutorials that I have found aren't of much help so far.
I have a template that was given to me by my employer that has a few fields, I'm wondering if these fieldnames (in the template) are supposed to match field names in the DB.
Also, when I go to Run->View Report-> As PDF I am unsure what I am supposed to enter for the field "User Key", does this correspond to a table name in the DB or something along these lines?
As of now, I have tried entering a table name but just a blank report is generated.
If anyone can point me to a good resource or help with this I would greatly appreciate it. Thanks
There are two books i could really advice:
BIRT - A Field Guide to Reporting
Integrating and Extending BIRT
and the Eclipse Help containing BIRT documentation.
I suppose the User Key could be report parameter (listed in Data Explorer window), which is passed to Data Set to select appropriate data. If I'm guessing right, check within a Data Set editor ("Parameters" tab and "Query" tab) where the User Key parameter goes in - probably to one of the table field in a WHERE clause. Parameters in a query are represented by question marks: SELECT * FROM fooTable WHERE barColumn = ?. Hope tracking this would lead to find out, what to enter to the parameter.
Additionally, ensure if your Data Set(s) is(are) connected correctly to your SQLite Data Source ("Data Source" tab in a Data Set editor).
Being as new as you are to BIRT, I would suggest building a couple of reports with the sample DB (Classic Models). There are many, many samples out there for you to use as a guide. Additionally, most tutorials will use the Classic Models data so you can follow right along. After you create a couple of practice reports (this should not take more than 30-45 minutes) the template you have been given will likely make A LOT more sense and allow you to make progress almost immediately.
If you are looking for a nice collection of tutorials and samples, be sure to check out Birt Exchange for Dev Share (samples) & tutorials.
As for the "User Key" this is almost certainly a report-level parameter used to filter the data set (as the previous answer points out).
Good Luck!