Our Reporting Goals
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SITESPLUS 2014: A New Way of Building Reports Presented at the 2014 Gravitec Store Location Conference by James Puffer
description
Our Reporting Goals. 1. Add flexibility to report appearance. SITESPLUS 2010 “Ugly” Report. Our Reporting Goals. 1. Add flexibility to report appearance. 2. Update Output Formats. SITESPLUS 2010. Text. HTML. Word ‘97. Excel ‘97. Our Reporting Goals. - PowerPoint PPT Presentation
Transcript of Our Reporting Goals
SITESPLUS 2014: A New Way of Building Reports
Presented at the 2014 Gravitec Store Location Conference by James Puffer
SITESPLUS 2014: A New Way of Building Reports
Presented at the 2014 Gravitec Store Location Conference by James Puffer
Our Reporting Goals
1. Add flexibility to report appearance
SITESPLUS 2010 “Ugly” Report
SITESPLUS 2014: A New Way of Building Reports
Presented at the 2014 Gravitec Store Location Conference by James Puffer
Our Reporting Goals
1. Add flexibility to report appearance2. Update Output Formats
SITESPLUS 2010
Text Word ‘97 Excel ‘97HTML
SITESPLUS 2014: A New Way of Building Reports
Presented at the 2014 Gravitec Store Location Conference by James Puffer
Our Reporting Goals
1. Add flexibility to report appearance2. Update Output Formats3. More report automation for “polished” reports
Reduce clerical time and costs4. Solve annoying report problems.
a. Reports that are too wide for the page
SITESPLUS 2014: A New Way of Building Reports
Presented at the 2014 Gravitec Store Location Conference by James Puffer
Our Reporting Goals4. Solve annoying report problems.
a. Reports that are too wide for the page
OK Not OK
SITESPLUS 2014: A New Way of Building Reports
Presented at the 2014 Gravitec Store Location Conference by James Puffer
Our Reporting Goals
1. Add flexibility to report appearance2. Update Output Formats3. More report automation for “polished” reports
Reduce clerical time and costs4. Solve annoying report problems.
a. Reports that are too wide for the pageb. Pagination of large reports
SITESPLUS 2014: A New Way of Building Reports
Presented at the 2014 Gravitec Store Location Conference by James Puffer
Our Reporting Goals4. Solve annoying report problems.
b. Pagination of Large Reports
What can you do with a huge table like this?
SITESPLUS 2014: A New Way of Building Reports
Presented at the 2014 Gravitec Store Location Conference by James Puffer
Our Reporting Goals
1. Add flexibility to report appearance2. Update Output Formats3. More report automation for “polished” reports
Reduce clerical time and costs4. Solve annoying report problems.
a. Reports that are too wide for the pageb. Pagination of large reportsc. One report per Excel bookd. Only one SitePad document opene. Inflexible macro system
SITESPLUS 2014: A New Way of Building Reports
Presented at the 2014 Gravitec Store Location Conference by James Puffer
New Report “Look and Feel”
Excel-based Sheet
Full Menu and Toolbar (both hide-able)
“Sync” Switch: Synced: Report will update automatically. Limited editing. Unsynced: Report will not be updated automatically. Full editing capabilities.
SITESPLUS 2014: A New Way of Building Reports
Presented at the 2014 Gravitec Store Location Conference by James Puffer
Convenient Report Tab
Treeview of available reports is only open when the mouse is over the [Reports] tab.
Tab Closed
Tab Open
SITESPLUS 2014: A New Way of Building Reports
Presented at the 2014 Gravitec Store Location Conference by James Puffer
Report Styles!
You can create styles to provide complex formatting:
► Fonts for body, title, headings and footers► Row colors, alternating if desired► Gridlines► Report borders► Tightness of rows and columns
Very flexible and easy to define and change styles
SITESPLUS 2014: A New Way of Building Reports
Presented at the 2014 Gravitec Store Location Conference by James Puffer
Report Styles!
Store List with “Plain Roman 12” style:
SITESPLUS 2014: A New Way of Building Reports
Presented at the 2014 Gravitec Store Location Conference by James Puffer
Report Styles!
Store List with “Yellow Roman 12” style:
SITESPLUS 2014: A New Way of Building Reports
Presented at the 2014 Gravitec Store Location Conference by James Puffer
Report Styles!
Store List with “Blue Roman 12” style:
SITESPLUS 2014: A New Way of Building Reports
Presented at the 2014 Gravitec Store Location Conference by James Puffer
Totals Report with “Plain Amanda 12” style:
Report Styles!
SITESPLUS 2014: A New Way of Building Reports
Presented at the 2014 Gravitec Store Location Conference by James Puffer
Report Themes!
A Theme is a collection of reports with associated styles.
Reports Styles StylesStore List Blue Times Roman
12Yellow Times Roman 12
Totals Plain Amanda Plain AmandaSector List Blue Times Roman
12Yellow Times Roman 12
Current Volumes Blue Times Roman 12
Yellow Times Roman 12
Projected Volumes
Blue Times Roman 10
Yellow Times Roman 10
“Blue Roman” Theme
“Yellow Roman” Theme
SITESPLUS 2014: A New Way of Building Reports
Presented at the 2014 Gravitec Store Location Conference by James Puffer
SiteCalc
► New look and feel for Windows 7 and 8► Working cut / copy / paste
► Broader set of abilities, smarter with reports► Much larger capacity
► Multiple reports within each workbook► Modern range of output formats:
Excel 8Excel 2010 (OpenXML)
Adobe PDF
Comma-separated (CSV)
XML Direct email
SITESPLUS 2014: A New Way of Building Reports
Presented at the 2014 Gravitec Store Location Conference by James Puffer
SiteCalc
2010 SiteCalc after a totals report has been sent to it.
SITESPLUS 2014: A New Way of Building Reports
Presented at the 2014 Gravitec Store Location Conference by James Puffer
SiteCalc
2014 SiteCalc after a store report has been sent to it.
Preserved report style!
SITESPLUS 2014: A New Way of Building Reports
Presented at the 2014 Gravitec Store Location Conference by James Puffer
SiteCalc
2014 SiteCalc after a second report has been sent.
New Tab!
SITESPLUS 2014: A New Way of Building Reports
Presented at the 2014 Gravitec Store Location Conference by James Puffer
SiteCalc
2014 SiteCalc after a third report has been sent.
New Tab!
SITESPLUS 2014: A New Way of Building Reports
Presented at the 2014 Gravitec Store Location Conference by James Puffer
The “Smarter” SitePad!
Report
SitePad Document
Solution-1: No more ugly Word documents
Table with style preserved
Resizable columns
SITESPLUS 2014: A New Way of Building Reports
Presented at the 2014 Gravitec Store Location Conference by James Puffer
The “Smarter” SitePad!
Report
SitePad Document
Solution-2: Wide reports
Report is scaled to fit
SITESPLUS 2014: A New Way of Building Reports
Presented at the 2014 Gravitec Store Location Conference by James Puffer
The “Smarter” SitePad!Solution-3: Really Wide reports
(pagination)Smart Page Breaks!
SITESPLUS 2014: A New Way of Building Reports
Presented at the 2014 Gravitec Store Location Conference by James Puffer
The “Smarter” SitePad!Solution-4: Partial Reports
Select part of a report, click on the Word icon, and a partial report is created, retaining correct headings.
SITESPLUS 2014: A New Way of Building Reports
Presented at the 2014 Gravitec Store Location Conference by James Puffer
Stronger Macro System
Better Macro Editor
Run from the editorRun one line at a time
Print your macro
Line numbers
SITESPLUS 2014: A New Way of Building Reports
Presented at the 2014 Gravitec Store Location Conference by James Puffer
Stronger Macro SystemBetter Macro Controller
Run one line at a time
See which line is running
SITESPLUS 2014: A New Way of Building Reports
Presented at the 2014 Gravitec Store Location Conference by James Puffer
Stronger Macro SystemNew Macro Commands
THEME themename Allows you to set the current themeSTYLE stylename Set the report styleEXCELSEND Create an Excel sheet from the reportWORDSCALE Set the report to Word, scaledPAGE Start a new page in the documentPORTRAIT and LANDSCAPE Set the page orientationGET ? Prompt user for a project filename, then open that file
SITESPLUS 2014: A New Way of Building Reports
Presented at the 2014 Gravitec Store Location Conference by James Puffer
Stronger Macro SystemNew Macro Commands: Logic
FOREACHMODEL and ENDFOREACHMODELSITESPLUS will execute all of the command lines
betweenthese two commands for every model in your project.
Example:
FOREACHMODEL REPORT TO WORDSEND ENDFOREACHMODEL
These lines will generate aTotals report for every model in your project.
SITESPLUS 2014: A New Way of Building Reports
Presented at the 2014 Gravitec Store Location Conference by James Puffer
Stronger Macro SystemNew Macro Commands: Logic
IFBALANCE and ENDIFBALANCE
SITESPLUS will execute all of the command lines betweenthese two commands only if the current model is a balanced model.IFPROJECTION and
ENDIFPROJECTIONSITESPLUS will execute all of the command lines betweenthese two commands only if the current model is a projection.
SITESPLUS 2014: A New Way of Building Reports
Presented at the 2014 Gravitec Store Location Conference by James Puffer
Stronger Macro SystemNew Macro Commands: Logic
IFBALANCE and ENDIFBALANCEIFPROJECTION and ENDIFPROJECTION
Example:
FOREACHMODEL IFBALANCE REPORT TO ENDIFBALANCE IFPROJECTION REPORT PRTO ENDIFPROJECTION ENDFOREACHMODEL
Your balanced model will generate this report.
All of your projection models will generate this report.
SITESPLUS 2014: A New Way of Building Reports
Presented at the 2014 Gravitec Store Location Conference by James Puffer
Resulting Report System
ThemesStyles
Reports
SiteCalc SitePad
Word 2003 Word OpenXML Excel XML HTML Adobe PDF Comma-separated-values email
Output Formats
Macros
