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Summary Report

Web Published by XLReporter- click here

Overview 
This report is an excellent example of how the combination of XLReporter together with Excel functions results in reports that provide informative and valuable insight into your process.

The Flow Report provided with XLReporter is an example of a summary report. The workbook contains all the process data for a particular year, arranged in twelve monthly sheets and a yearly summary. 


Yearly Summary

The monthly sheets are configured to update once a day from the process. These sheets are also configured with standard Excel functions to maintain the daily totals, monthly totals and charts. Furthermore, all the monthly sheet totals are 'linked' to a yearly summary.

A notable feature of this report is that each time a value changes, (either automatically or manually) all the totals and charts are updated immediately and so the User's report is maintained with up-to-date information.

Technology
The Flow Report uses the following technology:
Updating Sheets.
Embedded Excel functions..
Graphics.


Monthly Summary

Report Design
The design is provided in the file FlowSample.xls. It is designed around standard needs of Water Facilities.

The report contains Column connections to the real-time database in cells C10 to F10.

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Simulation
The report is provided with a toolbar so that it can be executed interactively from within Excel; perfect for testing and presentations.  In practice, this toolbar would not be provided in deployed solutions.

The toolbar has two pushbuttons:
Reset: Press to clear the current sheet.
Update: Press to simulate daily data collection.

To simulate the report, move to a monthly sheet and press Reset to simulate the start of the month,  Then press Update to represent a daily update.


Monthly Summary

Scheduler
To use this example in a 'real' environment, use  the workbook to FlowMaster.xls provided in the XLReporter installation.

A schedule has been provided in the file Flow.sch which can be viewed in the Schedule Designer.  In practice, this would be used to automate the report generation, automatically and in the background.  

The schedule can be tested by using the Execute feature of the Scheduler designer. Load the configuration into the Schedule Designer, select the line to execute, right click and select Execute.

The configuration uses Time Based schedules.

At the beginning of the year:
The master book FlowMaster is copied to Flow{YYYY}.  Note that {YYYY} is the four digit representation of the current year.

At the end of each day:
The scheduler performs two operations at the end of each day.
  
Set the column offset counter
The report uses the column offset counter CR019 which is set to a value based on the current day of the month.  This ensures that the report data is placed in the correct cells of the report.

Update the worksheet
The worksheet Flow{YYYY}.{MMM} is updated with the daily data from the process.

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