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Reporting from Lotus Notes
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Reporting from Lotus Notes


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.

Published in Software , Technology , Business
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  • 1. This tutorial shows how to create reports and charts with Lotus Notes data How-To: Reporting from Lotus Notes
  • 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. 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. 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. 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. It’s ready to use now! Simple Report Dynamic Chart Dynamic Cross-tab Report
  • 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. 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.