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This tutorial shows
how to create reports
and charts with
Lotus Notes data
How-To: Reporting from Lotus Notes
www.swingsof...
Requirements:
• Lotus Notes or Domino Web application
• MS Excel installed on the client
• SWING Integrator
MS Excel advan...
Step 1: Copy SWING Integrator design
elements to your database
Select the destination
database and let the
Wizard do the r...
Step 2: Add the Integrator action button
In Domino Designer, add an action button to your view...
...and copy the code sni...
Step 3: Create an Excel template
Open your database; notice that the Templates view has been
added. Let’s create a new Exc...
It’s ready to use now!
Simple Report
Dynamic
Chart
Dynamic
Cross-tab
Report
What we have done:
• Copied design elements using Setup Wizard
• Added an action button
• Added an Excel template and set ...
We didn’t see yet:
• Saving reports to Notes
• Exporting to PDF
• Excel can run in the background (e.g. for 1-step Chart.g...
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Reporting from Lotus Notes

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This tutorial shows how to create reports and charts with Lotus Notes data.

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Transcript of "Reporting from Lotus Notes"

  1. 1. This tutorial shows how to create reports and charts with Lotus Notes data How-To: Reporting from Lotus Notes www.swingsoftware.com
  2. 2. Requirements: • Lotus Notes or Domino Web application • MS Excel installed on the client • SWING Integrator MS Excel advantage: • Users are familiar with it • No training is required to create new reports • Reporting AND dynamic data analysis
  3. 3. Step 1: Copy SWING Integrator design elements to your database Select the destination database and let the Wizard do the rest Open the Integrator database and start the Setup Wizard
  4. 4. Step 2: Add the Integrator action button In Domino Designer, add an action button to your view... ...and copy the code snippet from the Integrator sample library.
  5. 5. Step 3: Create an Excel template Open your database; notice that the Templates view has been added. Let’s create a new Excel Report template. You may start from our sample templates, and play with different report layouts. This cross-tab report will employ Excel PivotTable. Save the template to the Template Setup document. Then, set up the field mapping.
  6. 6. It’s ready to use now! Simple Report Dynamic Chart Dynamic Cross-tab Report
  7. 7. What we have done: • Copied design elements using Setup Wizard • Added an action button • Added an Excel template and set up the data transfer What we have got: • Excel-based reports and data analysis from Lotus Notes • Centralized report templates for easy maintenance • Data transfer, including transformations between multivalue fields and tables What we didn’t see yet...
  8. 8. We didn’t see yet: • Saving reports to Notes • Exporting to PDF • Excel can run in the background (e.g. for 1-step Chart.gif) • Data source: views, categories, document collections, arrays • Word-based documents and reports Points to remember: • The application can be easily extended simply by adding new Office templates, without programming. • A comprehensive API and open design elements let developers customize the solution to fit their specific needs. www.swingsoftware.com
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