12: Creating Reports in .NET framework

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12: Creating Reports
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Figure 1244: Choosing the forms from which to export data
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option selected, which is to export only the data from this form Clicking on the Finish button exports the data and opens Excel, as shown in Figure 1245 When the data is exported to Excel in this way, a list is created in Excel to make the data easier to manage Also, an XML tree structure is created
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Figure 1245: Status report data exported to Microsoft Office Excel
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that matches the data source in the InfoPath form, and the data in the spreadsheet is linked to that XML structure Now, since you have the data in Excel, you can sort, create charts, add calculations, or perform any of the normal operations you would do when analyzing data in Excel You may notice from Figure 1245 that all the data in the InfoPath form was exported even the team name, employee name, and employee status information Since you want to analyze just the sales data, you probably don t want the other information You can easily remove those columns from Excel, but ideally you would export just the sales data To do this, when you are asked to choose the type of data to export in the Export to Excel Wizard, instead of choosing All form data, choose the option Only form data from the current view, including this table or list Figure 1246 shows how the wizard looks after we chose this option In this case, we want to export just the sales data stored in the SalesDataItems repeating group node Therefore, we ve selected this group node from the list
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Figure 1246: Export to Excel Wizard after choosing to export only the data from a specific table
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12: Creating Reports
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Figure 1247: Selecting the data to export
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When you click the Next button, you are asked to select the data you want to export (Figure 1247) As mentioned, we want to export only data that is speci c to the sales made and the employees who made them Therefore, we ve unchecked the Team and Summary data items Next, click the Finish button to export the data and open Excel, as shown in Figure 1248 (Clicking Finish at this point skips the option to choose which forms to export Since we want to export only data from this form, clicking Finish is ne) In this case, since we are exporting the data from a speci c table or list in the view, an XML tree structure and list are not created as they would be if we exported all the data (This is an unfortunate limitation, but you can still use Excel to analyze the data) Looking back at Figure 1246, you ll notice that there is one other option for exporting the data to Excel Only form data in the current view except tables and lists This option enables you to export data that is not inside a repeating group node This is not extremely useful for the status report form since everything is inside a repeating group node However, this could be useful if your form has a mixture of data that is and is not inside repeating groups or elds If you wanted to export just the nonrepeating data for some reason, this is the option you would use So far, everything we ve shown you about the export functionality can be done by a user when lling out a form As you probably have guessed,
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Figure 1248: Sales data exported to Microsoft Office Excel
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as with most other end-user features, you can control the export features when designing a form template As you ve seen before, when designing a form, the Form Options dialog (available from the Tools menu) contains many options for customizing the behavior of the form template you are currently designing (These options do not affect other form templates) On the Open and Save tab of this dialog (Figure 1249) is a section that allows you to enable or disable speci c open and save features From here, you can specify whether or not users who ll out forms based on your form template can export the form You can turn off all export options or just a few When you disable one of these options for the form template, the associated menu option becomes disabled when lling out a form
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