Reporting from Lotus Notes
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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.

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

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    Reporting from Lotus Notes Reporting from Lotus Notes Presentation Transcript

    • This tutorial shows how to create reports and charts with Lotus Notes data How-To: Reporting from Lotus Notes www.swingsoftware.com
    • 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
    • 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
    • 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.
    • 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.
    • 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 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...
    • 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