Report Export

On exporting the report to XLS and XLSX format, the Export Options dialog box looks as follows:

Define the following parameters in this dialog box:

• Hidden Rows and Columns. The checkbox is selected by default. When the checkbox is selected, hidden areas (if available) are exported and can be worked with using Microsoft Excel tools.

• Hidden Sheets. When the checkbox is selected, hidden report sheets are available to select in the Selected Sheets list. On exporting the whole report, hidden sheets are also exported.

• Color Palette. The checkbox is selected by default. When the checkbox is selected, in case of using original colors, Microsoft Excel palette can be changed with the palette used in Foresight Analytics Platform. When the checkbox is deselected, the most appropriate color is selected from Microsoft Excel palette, the palette is not changed.

NOTE. The parameter is available only on export to XLS format.

• Charts as Images. When the checkbox is selected, charts are exported as EMF images. If the checkbox is deselected, they are processed as charts using Microsoft Excel tools.

NOTE. Chart types, which do not support XLS and XLSX formats are exported as images. When exporting waterfall chart to the XLSX format, chart appearance will differ from the source format due to mismatching settings; when exporting to the XLS format, the system suggest using the XLSX format.

• Sheets and Cells Protection. When the checkbox is selected, both sheets protection and cells are exported. Note that the sheet protection is set in Microsoft Excel with an empty password, even if a protected regular report sheet has a specified password.

• Formulas. The checkbox is selected by default. When the checkbox is selected, the formulas located on report sheet are exported. If the checkbox is deselected, only values are exported.

NOTE. Formulas using OR operators are not exported to web application.

If the function is not supported in Excel, the formula cell shows a text or numeric value.

If the exported report contains formulas referring to other report sheets, which have not been exported, calculation error is shown as a result of calculation.

Microsoft Excel does not support the following types of functions:

• Text functions. Microsoft Excel does not recognize manually entered formulas. For example, the formula =A1+A2, where the cells A1 and A2 contain text values, is not exported to Microsoft Excel.

NOTE. To correctly export a report containing cell merge formulas, use the Concatenate formula instead of the "+" operator.

• Report functions. Values are exported to Microsoft Excel, regardless on whether the Formulas checkbox is selected or deselected.

• Financial functions. Microsoft Excel does not recognize formulas with manually entered dates. For example, the formula =TBillPrice("01.01.2007", "01.09.2008", 0.05), which contains a date, will not be exported to Microsoft Excel.

NOTE. Use the Date function to correctly export a report with dates.

• Functions that use the PrxReport and MetabaseClass classes.

• Custom. Fore and Fore.NET functions and functions created by means of the ISharedParams interface. On exporting the cells containing custom functions, text or numeric values are displayed in the output file.

For details about exported functions see the What Functions are Exported to Microsoft Excel? section.

Chart export features:

• If the range of series (points) names is defined as an open range (entire row or column), after the export, the cell located at the intersection of data range and range of the series (points) names is selected as the name of the range (point).

• Types of data series fill in the output file and in the regular report may differ.

Conditional formatting of the cell table is exported with the following restrictions:

• Conditional formatting is supported only by Microsoft Excel 2007 and later.

• Some symbols in the output file may not coincide with those in the regular report.

To show hierarchy correctly, padding for the level must differ from the padding of other level to the value not less than 3 mm.

If the report includes text format cells that contain more than 255 characters, contents of these cells in the output file is shown as ###. To display cell contents, change its format to the common one.

Cells width and height match in regular report and in Microsoft Excel, but the export result may vary due to different spacing that depends on font type and size.

If cell textures have been defined in the regular report, the export result may visually differ from the source report as the textures of Foresight Analytics Platform and Microsoft Excel differ.

If a report has only column headers or only row headers disabled, the output file will have row and column headers disabled as well. An information message is shown during report export.

On exporting range sorting settings to XLS files, take into account restrictions for earlier versions of Microsoft Excel. If more than three sorting conditions are used, a message appears after export, informing that export result opens with limitations in versions earlier than 2007.

On exporting a report with configured composite range of pass-through rows and columns the first of specified ranges is exported.

The report to the PDF format looks the same as the regular report opened for preview before printing.

If the maps, charts and shapes located on a report sheet do not contain settings that cannot be exported to PDF files (dashed lines, alpha-channel), they are exported to PDF as vector images, otherwise, as bitmaps.

On exporting to this format, please note that:

• Cell textures in the output file and in the regular report may differ.

• Symbols of chart data series may be displayed differently in output file and in regular report.

• Data series names may be displayed incomplete in the legend.

• Chinese or Arabic characters may not be displayed fully or correctly.

• Depending on the selected font, the text written in Russian with use of italic style may not be correctly displayed.

• If table is in the text sheet, it can be trimmed to the right and can be moved to the next page.

Charts and maps are exported to RTF as metafiles.

The output file and regular report may display different font settings and line spacing.

On exporting to this format, please note that:

• Top and bottom indents in cells are not exported.

• Cell text rotation is not exported.

• Conditional formatting Histogram is exported as an image.

On exporting the report to PPTX format, the Export Options dialog box looks as follows:

The Chart as Images checkbox is deselected by default. If the checkbox is selected, charts are exported as EMF images. If the checkbox is deselected, they are processed as charts using Microsoft PowerPoint tools.

NOTE. All types of charts of the regular report are exported as interactive objects except for secondary histogram, scattered chart and secondary pie chart.

On exporting to this format, please note that:

• Conditional formatting Histogram is supported only in Microsoft PowerPoint 2007 or later.

• Some symbols in the output file may not coincide with those in the regular report.

• Only hyperlinks with the Open Hyperlink action in the specified format are exported. If the format set in report parameters is changed for hyperlinks, on export the default color and underlined font style are applied to the hyperlink.

• If regular report contains cell formatting, only one formatting type with the following priority will be loaded:

1. Image.

2. Conditional formatting.

3. Cell fill.

During export to HTML, the Autofit Cell Height checkbox is displayed:

The following settings are available in this dialog box:

• Autofit Cell Height. Select the checkbox to autofit cell height according to the cell contents.

NOTE. Row width and column height in the output HTML file are greater comparing with sizes in the source report, even if the Autofit Cell Height checkbox is selected on export. This feature is caused by how browsers work with text.

• Flash as Images. When the checkbox is selected, Flash objects are exported as images (the first non-empty shot).

On exporting to this format, please note that:

• The scale selected for the report's data display is taken into account.

• Cell textures in the output file and in the regular report may differ.

• Cell text rotation is not exported.

• Export of text wrapping parameters in cells is not supported.

• Diagonal cell borders are not exported.

• Export of medium and double solid cell borders is not supported: these borders are replaced with a thin solid line.

NOTE. In a regular report, the following solid cell borders can be used: thin, medium, thick and double borders.

• If a regular report is opened in the web application for preview (in a new browser window) and print (actually, export to HTML), the header that is set up in the desktop application is displayed for report.

To avoid object blurring when exporting to this format, a query for exported image is sent to the back end after finishing table composition on the web application front end. To preserve object size defined in the desktop application, when showing the object in the web application, use the following object movement modes:

• With Fixed Size. The object size is fixed when this object is moved.

• With Fixed Height. The object height is fixed when this object is moved.

• Do not Move. Moving is not allowed.

In this case object bottom edge in placed in another way comparing with desktop application (relative to cells), but object size remains the same. When showing the report in web application, protection of regular report sheet from objects' movement (set in the desktop application) does not affect positions of objects relative to table rows and to each other.

If the Free Move and With Fixed Width movement modes are used, object size in the web application may differ from that in desktop application, but object position respective cell corners remains the same:

• To export hyperlinks to HTML, set the IPrxReportExporter.ExportHyperlinkOpenURLAction property to True by means of Fore language.

• If images alignment in report cells is defined in the desktop application using the Fore language, the web application in HTML and Silverlight formats shows these images in the same way using the defined alignment.

• If two combined cells with different size are placed side by side, only left and top border are exported for the smaller cell. See below an example of a report (left) and of a HTML file (right) where it has been exported to:

Borders are defined for green-colored cells.

Hidden pages are not exported to this format.

Sheet objects (charts, maps, and so on) are exported as images.

Font size in the output file and in the regular report may differ.

On exporting a report to PPREPORT, the Save Report dialog box opens:

To save data to file:

1. Select a data source in the drop-down list.

2. Select the selected data source dimension.

3. Select elements by the corresponding dimension.

By default, selection matches selection in regular report.

External modules and event handling settings are not exported to files of this format.

NOTE. Export to PPREPORT file is not available if data source dimension contains a calculated element.