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Excel workworks to static reports

Posted: Mon Apr 20, 2015 4:18 am
by marcosfau
Hello,

I'm using TM1 version 10.1.1 on Windows 7 64-bit with Office 2013 32-bit. I was wondering if there was a way except macro to convert a report with multi workbooks in excel perspectives to use the static values in the DBR() cells, so that the report values can be viewed even when you don't have access to the TM1 server. I would like to keep the nice formatting available in an .xlsx file. Is there any good way to convert reports in this manner?

Thanks

Re: Excel workworks to static reports

Posted: Mon Apr 20, 2015 5:03 am
by failurehappening
Have you tried using a snapshot of the report from TM1web? This will create a copy of the report with static values in rather than formulas.

Re: Excel workworks to static reports

Posted: Mon Apr 20, 2015 6:18 am
by marcosfau
Hi FH,

Thanks for your reply.

We know the snapshot function in TM1Web, but our purpose is to create worksheets excel so that users only need to change filter e.g. month dimension each month and can save as a report document for submit recording.

Re: Excel workworks to static reports

Posted: Mon Apr 20, 2015 6:23 am
by Paul Segal
TM1 Tools does this, see http://www.tm1forum.com/viewtopic.php?f=21&t=2515. The code is open so you can amend it if you want or need to.

Re: Excel workworks to static reports

Posted: Mon Apr 20, 2015 6:40 am
by David Usherwood
There's also the 'Print Report' feature - flawed but can be useful.

Re: Excel workworks to static reports

Posted: Mon Apr 20, 2015 6:41 am
by marcosfau
I tried this, and looks success to convert formula to value.

This tool is using Macros!? We do not want to use macros, but seems no other easy way.

Thanks~

Re: Excel workworks to static reports

Posted: Mon Apr 20, 2015 6:43 am
by marcosfau
Hi,

i tried print to report function but got failure, can you provide this function procedure for me?

Thanks.

Re: Excel workworks to static reports

Posted: Mon Apr 20, 2015 6:58 am
by lotsaram
marcosfau wrote:Hi FH,

Thanks for your reply.

We know the snapshot function in TM1Web, but our purpose is to create worksheets excel so that users only need to change filter e.g. month dimension each month and can save as a report document for submit recording.
Your requirement seems very very simple. It doesn't call for anything as complex as only convert TM1 formulas, as the users want a static copy for filing all that is needed is copy/paste values for the entire workbook. It can be achieved manually in 4 mouse clicks or keyboard shortcuts:
- multi-select all worksheets
- select all cells
- copy
- paste as values

If you want to avoid VBA then this should be a fairly simple training issue.

If you want to automate this to one click then sorry to inform you but VBA is how automation is done in Excel. You can't do automation in Excel without VBA macros pure and simple. (unless you want to get into "real" programming and use VB.Net in which case you still have programming).

Re: Excel workworks to static reports

Posted: Mon Apr 20, 2015 7:15 am
by marcosfau
Thanks for help and suggestion ;)

We find print report most suitable our case.

Re: Excel workworks to static reports

Posted: Mon Apr 20, 2015 9:59 am
by David Usherwood
Glad to hear it.
Think you found this out, but for other readers, Print Report is a menu option and is not automatable via VBA - believe me, I've requested that it is :(