Using ReportSmith To Create Interface Files - PowerPoint PPT Presentation

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Using ReportSmith To Create Interface Files

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Title: ADP National Account Services Capabilities Overview Author: AG Consulting Last modified by: Charles F. Cook Created Date: 12/13/1999 8:25:54 PM – PowerPoint PPT presentation

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Title: Using ReportSmith To Create Interface Files


1
Using ReportSmith To Create Interface Files
  • Charles Cook
  • Specializing in ReportSmith Training and
    Consulting
  • 00 March 2000

2
Presented By
  • Charles Cook
  • Specializing in ReportSmith Training and
    Consulting
  • CharlesCook.com
  • Charles_at_CharlesCook.com

3
Creating Interface Files
  • Overview
  • Save As
  • Fixed Format Files
  • Using Summary Fields
  • Header/Footer Records
  • ReportSmith 3.1

4
Save As
  • What is saved
  • Only data in the detail section of your report is
    saved
  • Column headings are always saved
  • Headers and Footers are not saved
  • Crosstabs in headers and/or footers are not
    saved
  • Summary fields in headers and/or footers are not
    saved

5
Save As
  • Data Types
  • Report Files (.rpt)
  • This will save the attributes of your report not
    the report data
  • Report Query Files (.rqf)
  • Excel Files (.xls)
  • Text Files (.txt)
  • Tab Delimited
  • Lotus 123 Files (.wk3)
  • Comma Delimited Files (.csv)
  • Data Interchange Format Files (.dif)
  • Quattro Files (.wkq)

6
The Data in ReportSmith
7
Save As Excel Files
8
Save As Text Files (In Notepad)
9
Save As Text Files (In Excel)
10
Save As Comma Delimited Files
11
Fixed Format Files
  • Overview
  • Format the data using a SQL derived field
  • Save the data using Save As

12
Fixed Format Files
  • Formatting the data
  • Create one SQL Derived Field
  • Convert the data to a string if necessary
  • Conversion function will format the data
  • Pad the data with leading or trailing spaces or
    zeros
  • Trim the field to size
  • Concatenate the field to the next field

13
Formatting the data
14
The Data in ReportSmith
15
Fixed Format Files
  • Save the data
  • Save As Text Files

16
Save As Text Files
17
Using Summary Fields
  • Overview
  • Group the data and create summary fields
  • Create a macro to write the data to a file
  • The data can be delimited or fixed format
  • Link the macro

18
Group the data
19
Using Summary Fields
  • Create a macro
  • Loop through each record in the report
  • Write one record for each group
  • Write the summary fields not the data fields
  • The summary fields are for the report group
  • Tell the user the file has been created

20
Create a macro
21
Link the macro
22
Using Summary Fields
23
Using Summary Fields
24
Header/Footer Records
  • Overview
  • Added to the macro
  • Header records are written before the loop
  • Footer records a written after the loop
  • Write the summary fields not the data fields
  • Summary fields are for entire report group

25
Header/Footer Records
26
Header/Footer Records
27
ReportSmith 3.1
  • Overview
  • Saving formatted data
  • Printing to HTML

28
Presented By
  • Charles Cook
  • Specializing in ReportSmith Training and
    Consulting
  • CharlesCook.com
  • Charles_at_CharlesCook.com
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