Creating a Microsoft Excel Report

See Also

Permissions Required

Manage SQL / Microsoft Excel Report - To create, edit and delete SQL and Microsoft Excel reports.

Talisma enables you to create reports containing data stored in external databases. You can use Microsoft Excel to connect to external databases, and retrieve data to create reports. Talisma uses Microsoft Excel to display such reports.

To Create a Microsoft Excel Report

1.  In any Workspace, from the GoTo menu, select Analytics. The Analytics Workspace is displayed.

2.  From the File menu, select New, Microsoft Excel Report.

- OR -

Click .

- OR -

From the GoTo menu, select Reports Manager. The Report Manager dialog box is displayed. Click New. The New Report dialog box is displayed. Select Microsoft Excel Report. Click OK.

The New Microsoft Excel Report dialog box is displayed.

3.  In the Report Name field, type the name of the new report.

4.  In the Save in field of the My Options area, select the folder or sub-folder where you want to save the report.

5.  Select Add to Favorites if you want to save the report in the Favorites folder.

6.  Click OK. A blank Microsoft Excel worksheet is displayed. Use Microsoft Excel's Data menu to connect to the external database. Create and save the query you want to run on the database to retrieve the required data. Run the report. The report is displayed.

For more information about using Microsoft Excel to generate reports, refer to the online help in Microsoft Excel. Use Talisma's Help menu to access Microsoft Excel help.

7.  From the File menu, select Save to save the report.

8.  Click Run Now to view the report with the latest data.

Note  Microsoft Excel Reports cannot be run in the background.