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Mustafa_A's avatar
Mustafa_A
Contributor II
3 years ago

Cubeview - Looping multiple entities into one Excel file?

How do I generate reports in a loop for each member (branches) and send it to single excel file? I have a cube view report which I'm trying to run for multiple entities member (100+ locations). Any idea will be appreciated.

  • ChristianW's avatar
    ChristianW
    Valued Contributor

    Hello Mustafa_A

    The easiest way to achieve it is by creating a Book

     

    regards

    Christian

    • ChristianW's avatar
      ChristianW
      Valued Contributor

      You might also have a look at the Parcel Service solution in the Market Place:

      Regards

      Christian

    • Mustafa_A's avatar
      Mustafa_A
      Contributor II

      I may be misinterpreting this feature. But I notice that there is an Excel file add-on. I can not seem to preview the result. It might be due a wrong file extension I'm using (see below)

       

      But could that work? 

       

      Thank you

      • db_pdx's avatar
        db_pdx
        Valued Contributor

        I believe the file extension for the Excel export should be Filename.xfDoc.xlBook.  This is in contrast to the PDF version which is Filename.xfDoc.pdfBook.

        I don't get previews for my .xlBook Report Books, but I do for my pdfBooks.  But you can always run the report as a way to preview.  Or start with the .pdfBook version just for purposes of development.

        Cheers,

        -DB

  • Add entity filters in a row, E#Top.Base or Tree or any access specifier as per your requirements. This cube view can be opened up from a spreadsheet or Excel Add In. 

    • Mustafa_A's avatar
      Mustafa_A
      Contributor II

      I looked in to this. It groups all the Account Dimension into groups, which messes up the CV formatting. 

       

       

       

       

       

  • Krishna's avatar
    Krishna
    Valued Contributor

    You can create Book in that

    1. Create a Parameter and Assign a Variable1="Entity Name" and Make it Change Variable to True.

    2. Create an another Parameter and Change Pov = True and in Member Script Assign E#|Variable1|

    3. Keep changing the Variables in the Book and calling the E#|Variable1| in report and it will run for all the locations.

    Note : This method we used because of the formatting requirement and we require only 5 Entity in one page.

    If you don't have any formatting issues then you can loop through the variables in the parameters and generate the book.