Report Export

On saving report to the XLS and XLSX, the Options of Export to <format> dialog box looks as follows:

Determine 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. The checkbox is selected by default. When the checkbox is selected, hidden report sheets are available to select in the Selected Sheets list. On exporting the entire report, hidden sheets are also exported.

• Color Palette. The checkbox is deselected 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.

• Expanders. The checkbox is deselected by default. When the checkbox is selected, the displayed expanders in the current view of regular report are exported. If expanders are collapsed, all nested regular report elements and expanded/collapsed expanders are exported. Expanders are available for Microsoft Excel tools.

NOTE. The option is available only on export to XLSX.

• Charts as Images. The checkbox is deselected by default. 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, are exported as images. On exporting waterfall chart to XLSX, chart appearance will differ from the source format due to mismatching settings; on exporting to XLS, the system suggests using the XLSX format.

• Sheets and Cells Protection. The checkbox is selected by default. When the checkbox is selected, both sheets protection and cell locking are exported. Note that 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 operator are not exported in the 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 occurs 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 function instead of the "+" operator.

• Report functions. Values are exported to Microsoft Excel, regardless of 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. To correctly export a report with dates, use the Date function.

• Functions that use the PrxReport and MetabaseClass property to True using the Fore language.

• Custom. Fore functions and functions created by means of the ISharedParams interface. When 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.

Chart export features:

• When formulas with the Irr, TBillEq, TBillPrice, TBillYield functions are calculated, an error occurs in exported files because of the features of their implementation in Microsoft Excel documents

• Formula calculation results with the Rand function differ in exported files from corresponding values in the report because of the features of their implementation in Microsoft Excel documents

• Formula calculation results with the functions GetSelectionEl, GetSelection, JarqueBeraStat, NormsDist, OddlPrice, OddlYield, RedemptionYield, RndPermutation, RndSample, Slope, Sum, TimeValue are exported as text.

Expander export features:

• If the table heading or sidehead contains more than one hierarchical dimension, expanders are exported only for the first dimension located in the first table column or row. If expanders are hidden, for the first dimension, displayed expanders of the next dimension are exported.

• If the table heading or sidehead contains several merged dimensions, expanders are exported only for the first column or row taking into account the merge. If the first dimension contains several levels, located in several columns or rows, only zero level expanders are exported.

• If a regular report is exported without hidden rows and columns, collapsed expanders and their child elements are not exported.

• If a regular report consists of several tables with expanders, expanders from all tables in sidehead and heading are exported. If tables are located vertically, expanders in the heading are exported only for top tables. If tables are located horizontally, expanders in the sidehead are exported only for leftmost tables.

Conditional formatting of cells is exported with the following restrictions:

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

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

There are the following restrictions on the number of rows and columns during the export:

• XLS. Maximum number of columns - 256, maximum number of rows - 65536.

• XLSX. Maximum number of columns - 16385, maximum number of rows - 1048576.

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 a report contains cells with text format containing more than 255 characters, contents of these cells in the output file is shown as ###. To display cell contents, change its format to general.

If a report uses the cells, which format is set up using cell editor, the current value specified in the cell on export is exported.

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

If cell textures have been defined in regular report, 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 displayed 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 is displayed after export, informing that export result opens with restrictions in versions earlier than 2007.

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

When a report with named ranges is exported, the ability to work with named ranges is kept in the exported file.

The report in the output PDF file looks the same as the regular report opened for preview before printing.

If 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 the output file and in the 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 the use of italic style may not be correctly displayed.

When saving a report to XLS and XLSX, the Options of Export to <format> dialog box looks as follows:

Use the Page Breaks checkbox to set up export of page breaks between report sheets. The checkbox is selected by default, and page breaks are exported.

On exporting to this format, please note that:

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

• Maps and charts are exported to RTF as metafiles.

• Top and bottom indents in cells are not exported.

• Cell text rotation is not exported.

• Conditional formatting is exported as an image.

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

The Charts 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 regular report charts are exported as interactive objects except for secondary histogram, scatter chart and secondary pie chart.

On exporting to this format, please note that:

• Conditional formatting 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 hyperlink 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 the 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.

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.

• Text wrapping parameters in cells are not exported.

• Diagonal cell borders are not exported.

• Medium and double solid cell borders are not exported: these borders are replaced with a thin solid line.

NOTE. The following solid cell borders can be used in regular reports: 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 the 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:

• 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 an HTML file (right) where it has been exported to:

Borders are defined for green-colored cells.

When saving a report to ODS, the Options of Export to <format> dialog box in the web application and business application looks as follows:

Select the Formulas checkbox to export formulas on a report sheet. The checkbox is deselected by default, and only formula values are exported.

NOTE. The checkbox displayed only for the report opened in the web application or business application.

Chart export features:

• The PercentRank function is exported without taking into account the Significance parameter

• The OddfPrice and OddfYield function return error results because of their incorrect implementation in OpenOffice documents

• When formulas with the functions NormsInv, Irr, Prob, TBillEq, TBillYield are calculated, an error occurs in exported files because of the features of their implementation in OpenOffice

• Calculation results for formulas with the functions MDuration, PercentRank, Price, Rand, RndPermutation, RndSample, TBillPrice, YieldF differ in exported files from corresponding report values because of the features of their implementation in OpenOffice documents

• Formula calculation results with the functions Aggregate, GetSelectionEl, GetSelection, JarqueBeraStat, NormInv, NormsDist, OddfPrice, OddlPrice, OddfYield, OddlYield, RedemptionYield, RndPermutation, RndSample, Slope, Sum, TimeValue are exported as text.

Hidden pages are not exported to this format.

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

There are the following restrictions on the number of rows and columns during the export:

• Maximum number of columns - 1024.

• Maximum number of rows - 1048576.

When a report with named ranges is exported, the ability to work with named ranges is kept in the exported file.

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 with selection in regular report.

External units 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.