Excel Report

Excel Report

This form is used to output Symphony queries to Excel. The form is invoked by clicking the Excel Report button on the toolbar. You can define queries in Statistics View.

 

The basic steps for generating reports to Excel are as follows:

 

1. Open the form. The queries that have been defined for the project will appear. Three queries called Codes Only, Default, and Respondent List are created when the project is created.

 

2. Open an Excel document you want to output to. If you have previously used the document with Symphony, queries that were linked to it will display the anchor cell.

 

3. Link one or more queries to cells in the document: click the anchor cell in the document, then click the Link to Document button.

 

4. Click the Run or Run All button.

 

1 . Excel File NameExcel File Name


This field contains the path and name of the Excel file. You can select a previously used file by clicking the dropdown arrow to the right.

 

2 . Link to DocumentLink to Document


Clicking this button creates a link for the currently selected query to the active cell in the Excel document. If a link for this query already exists to the document, it is moved to the new cell. The active cell serves as the top left column and row where output will begin. To link a query to a spread sheet, click the query in the List of Queries, click the cell in Excel where you want output to begin, then click the Link to Document button. The sheet and Cell will appear in the Cell column in the List of Queries.

 

3 . Delete LinkDelete Link


Click this button to remove the link between the currently selected query and the active Excel document.

 

4 . Run QueryRun Query


Click this button to generate the currently selected query. The results will be output directly to the Excel document (not to a copy as is the case with Word).

 

5 . Browse to TemplateBrowse to Template


Click this button to open the Excel file you want to output queries to.

 

6 . Include Header in OutputInclude Header in Output


If this checkbox is checked and if Table is specified as the Output format, a header row is generated.

 

7 . List of QueriesList of Queries


Contains an entry for each query defined in the project. Queries are defined in Statistics view. You can jump from here to a query in Statistics view by right-clicking on the query and choosing Go To Query from the context menu.

 

8 . Run All QueriesRun All Queries


Click this button when you want to run all queries that are linked to the active Excel document.

 

9 . Cancel QueryCancel Query


Click this button if you wish to terminate a query before it finishes running.

 

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