Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Comment: Updated repeating sections documentation for use with new GUI

One of the Report Renderers that ships with the reporting module provides the capability of rendering the report into a custom created Excel template.  This is often useful for presenting reports in a prescribed format to a reporting agency and allows graphs, formulas, and other calculations to add richness to your report. 

...

4.  In Report Designs, click on "Add Another" and you will get a dialog pop-up which will enable you to upload your design as seen in the first image to the right.  The fields should be completed as follows:

  • Name is the display name of the Output Format you can choose when you run the report.  See below:
  • Report Definition is the Report Definition that you just created
  • Renderer Type should be an ExcelTemplateRenderer
  • For Resource Files, upload your Excel Template here.
    Save this.

|

5.  Return to Run a Report.  Choose the newly created report.  The Excel template that was uploaded is available in the list of "Output Formats".  Running the report and choosing this format should produce an Excel Report output like the one shown to the right.

Special hints for row-per-domain

with Repeating Sections information of the renderer configuration screen.

The report renderers now include a graphical interface for entering the repeating sections information. If using an Excel Report Renderer, note that you must select "Use a custom Excel output, based on a template workbook" for the fields to be shown.

Example:

If you have a dataset added to the report with the "key" of "rowPerReceptionEncounter", and with dataset columns named "receiptNum" and "paymentType". You want the Excel document to start outputting these on line 5 of the first workbook of your Excel document in columns 2 and 3 of these rows.  Do the following 2 things:

  1. Add the following "property" to your Report Design under Repeating sections:  
    1. Sheet: 1
    2. Row: 5
    3. Dataset: rowPerReceptionEncounter
  2. On sheet 1 of the Excel template:
    1.  In row 5, column 2, put the value:  #receiptNum#
    2.  In row 5, column 3, put the value:  #paymentType#

If you want to show multiple rows on the final excel Excel spreadsheet, define the location on in the Excel template file in the cells where you want the data to appear, along with dataSetName in the Design Properties text area.  
In this example, the following format is used:

No Format
Image Added

In the past, it was necessary to structure your repeating sections in a text area called "Design Properties" according to this format.

No Format
repeatingSections=
sheet:[number} where the number is the order of the worksheet on the excel template.  Do not use the name of the worksheet. (ie. sheet:1)
row:[number] where the number is the starting row on the excel worksheet where the data should be added
dataset:[dataSetName] where the dataSetName is the name used in the report

You can handle "row-per-xyz", "row-per-encounter", etc. datasets that have a variable number of rows by setting some properties on the ReportDesign.  Add a property called "repeatingSections", where each "section" you want to repeat is separated by a "pipe" and contains a bunch of comma-separated attributes like this:
 

No Format

...

repeatingSections=sheet:1,row:12,dataset:someDataSet|sheet:2,row:3,dataset:nonNumerics

This tells the renderer to repeat every row in the dataset that the report knows as "allPatients", using rows 6-8 in sheet #1 as a template (you will end up with lots of rows)

No Format

...

sheet:1,row:6-8,dataset:allPatients

This tells the renderer to repeat every row in the dataset that the report knows as "malePatients", using column #4 in sheet #2 as a template (you will end up with lots of columns)

No Format

...

sheet:2,column:4:dataset:malePatients

This tells the renderer to repeat every row in the dataset that the report knows as "femalePatients" using sheet #3 as a template (you will end up with lots of sheets):

No Format

...

sheet:3,dataset:femalePatients

...

Available replacement values

  • Indicator Values
    • Only one DataSetDefinition:  If the report contains only a single DataSetDefinition (i.e. PeriodIndicatorReports), indicator values can be accessed via it's indicator number.  For example, #1.A#.
    • *Multiple DataSetDefinitions:  *If the report contains multiple DataSetDefinitions, indicator values must be prefixed with the DataSetDefinition name.  For example, #firstDataSet.1.A#
    • Number of Digits After Decimal Point (Especially useful when used with text templates): Since Reporting 0.7.2.2 you can specify the number of trailing digests. You would use the following to achieve the corresponding results for an indicator normally referenced as #1.A#:

      #1.A|0# -> 5
      #1.A|1# -> 5.0
      #1.A|2# -> 5.00
      #1.A|3# -> 5.000

  • Parameters
    • Every Parameter to the Report is available by it's name prefixed with "parameter.".  For example, #parameter.startDate#.
    • Date parameters may be formatted by passing a pipe-separated Java Date Format String.  For example #parameter.startDate|dd/MMM/yyyy#.
  • Design Properties
    • Every Design property is available by it's name prefixed with "property.".  For example, #property.reportTitle#"
  • Miscellaneous (including Contextual Information)
    • #context.generatedBy# - Contains the name of the User who generated the Report.  In some setups, this will be the default scheduled program user.
    • #context.generationDate# - Contains the date on which the Report was generated (can be formatted in the same was as a Date Parameter described above)