Reporting from Lotus Notes
- 1. This tutorial shows how to create reports and charts with Lotus Notes data How-To: Reporting from Lotus Notes www.swingsoftware.com
- 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. www.swingsoftware.com