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Take reports from Baan and Infor ERP Ln to Excel, Word, PDF, HTML, XML & Notepad Using the B2Win 6.0 Configure Option to transfer non-standard layout reports.

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Presentation on theme: "Take reports from Baan and Infor ERP Ln to Excel, Word, PDF, HTML, XML & Notepad Using the B2Win 6.0 Configure Option to transfer non-standard layout reports."— Presentation transcript:

1 Take reports from Baan and Infor ERP Ln to Excel, Word, PDF, HTML, XML & Notepad Using the B2Win 6.0 Configure Option to transfer non-standard layout reports to Excel

2 Most Baan and ERP Ln reports with a standard looking layout can be automatically transferred to Excel using B2Win Standard Main Header Delimiter “ | ” between columns Run such reports to B2Win and choose “ B2Excel ” table format and the output will be transferred to Excel properly

3 The Solution – Use the B2Win “ Configure ” option tfacp1435m000 is a non-standard layout report. Our goal is to convert it to Excel. This is how the output is in the Device “ D ” Floating header Sub totals can be done by Excel A missing delimiter Minus is on the right side of the number Titles appears in every page

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5 Click on “ Configure ” and you will get the following screen …

6 Configure your report with the B2Win wizard: Assign Main Header

7 Add Floating Header

8 Add Floating Value

9 Set Action for floating header: Keep, Delete or Pivot

10 Press “ Next ”

11 Assign Data Type

12 Rename Column Title

13 Choose Column to Split

14 Mark location and split

15 Additional Report Formatting Options Conditional Formatting Rearrange Columns Sort Select Excel Templates

16 The result in Excel after converting the report using B2Win Report needs to configured only once. Next time this report is run by any user, same settings will be used for automatic conversion of report to tabular format.

17 Transpose Reports This Line-By-Line report needs to be configured as a “ Transpose ” report for converting it as columns.

18 Assign the Header-Line

19 Assigning a Column-Grouping

20 Assigning another group of columns After you finished defining all your column groups, click on “ Next ”

21 Choose the data type of each report After you finished, click on “ Next ” A Format Cell window will appear for choices

22 Additional Report Formatting When you click “ Save & Exit ”, your settings will be saved and Excel will be launched. Next time you use B2Win 6.0 with this report, the same settings will be used – also in Auto-Mode

23 The result in Excel Report before Parsing

24 Contact Information Get a fully operational demo version now from www.nazdaq-it.comwww.nazdaq-it.com info@nazdaq-it.com NAZDAQ is a provider of Add-ons for Baan and Infor ERP Ln Customers. Other products from NAZDAQ are B2Email, Baan Mail-Merge, Baan Hot Link, B-Notified, Baan Color Changer and Baan Query Tool


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