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Presented at the 2014 Gravitec Store Location Conference by James Puffer.

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Presentation on theme: "Presented at the 2014 Gravitec Store Location Conference by James Puffer."— Presentation transcript:

1 Presented at the 2014 Gravitec Store Location Conference by James Puffer

2 Our Reporting Goals 1. Add flexibility to report appearance SITESPLUS 2010 “Ugly” Report

3 Presented at the 2014 Gravitec Store Location Conference by James Puffer Our Reporting Goals 1. Add flexibility to report appearance 2. Update Output Formats SITESPLUS 2010 Text Word ‘97Excel ‘97 HTML

4 Presented at the 2014 Gravitec Store Location Conference by James Puffer Our Reporting Goals 1. Add flexibility to report appearance 2. Update Output Formats 3. More report automation for “polished” reports Reduce clerical time and costs 4. Solve annoying report problems. a. Reports that are too wide for the page

5 Presented at the 2014 Gravitec Store Location Conference by James Puffer Our Reporting Goals 4. Solve annoying report problems. a. Reports that are too wide for the page OKNot OK

6 Presented at the 2014 Gravitec Store Location Conference by James Puffer Our Reporting Goals 1. Add flexibility to report appearance 2. Update Output Formats 3. More report automation for “polished” reports Reduce clerical time and costs 4. Solve annoying report problems. a. Reports that are too wide for the page b. Pagination of large reports

7 Presented at the 2014 Gravitec Store Location Conference by James Puffer Our Reporting Goals 4. Solve annoying report problems. b. Pagination of Large Reports What can you do with a huge table like this?

8 Presented at the 2014 Gravitec Store Location Conference by James Puffer Our Reporting Goals 1. Add flexibility to report appearance 2. Update Output Formats 3. More report automation for “polished” reports Reduce clerical time and costs 4. Solve annoying report problems. a. Reports that are too wide for the page b. Pagination of large reports c. One report per Excel book d. Only one SitePad document open e. Inflexible macro system

9 Presented at the 2014 Gravitec Store Location Conference by James Puffer New Report “Look and Feel” Excel-based Sheet Full Menu and Toolbar (both hide-able) “Sync” Switch: Synced: Report will update automatically. Limited editing. Unsynced: Report will not be updated automatically. Full editing capabilities.

10 Presented at the 2014 Gravitec Store Location Conference by James Puffer Convenient Report Tab Treeview of available reports is only open when the mouse is over the [Reports] tab. Tab ClosedTab Open

11 Presented at the 2014 Gravitec Store Location Conference by James Puffer Report Styles! You can create styles to provide complex formatting: ► Fonts for body, title, headings and footers ► Row colors, alternating if desired ► Gridlines ► Report borders ► Tightness of rows and columns Very flexible and easy to define and change styles

12 Presented at the 2014 Gravitec Store Location Conference by James Puffer Report Styles! Store List with “Plain Roman 12” style:

13 Presented at the 2014 Gravitec Store Location Conference by James Puffer Report Styles! Store List with “Yellow Roman 12” style:

14 Presented at the 2014 Gravitec Store Location Conference by James Puffer Report Styles! Store List with “Blue Roman 12” style:

15 Presented at the 2014 Gravitec Store Location Conference by James Puffer Totals Report with “Plain Amanda 12” style: Report Styles!

16 Presented at the 2014 Gravitec Store Location Conference by James Puffer Report Themes! A Theme is a collection of reports with associated styles. ReportsStyles Store ListBlue Times Roman 12Yellow Times Roman 12 TotalsPlain Amanda Sector ListBlue Times Roman 12Yellow Times Roman 12 Current VolumesBlue Times Roman 12Yellow Times Roman 12 Projected VolumesBlue Times Roman 10Yellow Times Roman 10 “Blue Roman” Theme “Yellow Roman” Theme

17 Presented at the 2014 Gravitec Store Location Conference by James Puffer SiteCalc ► New look and feel for Windows 7 and 8 ► Working cut / copy / paste ► Broader set of abilities, smarter with reports ► Much larger capacity ► Multiple reports within each workbook ► Modern range of output formats: Excel 8 Excel 2010 (OpenXML) Adobe PDF Comma-separated (CSV)XMLDirect email

18 Presented at the 2014 Gravitec Store Location Conference by James Puffer SiteCalc 2010 SiteCalc after a totals report has been sent to it.

19 Presented at the 2014 Gravitec Store Location Conference by James Puffer SiteCalc 2014 SiteCalc after a store report has been sent to it. Preserved report style!

20 Presented at the 2014 Gravitec Store Location Conference by James Puffer SiteCalc 2014 SiteCalc after a second report has been sent. New Tab!

21 Presented at the 2014 Gravitec Store Location Conference by James Puffer SiteCalc 2014 SiteCalc after a third report has been sent. New Tab!

22 Presented at the 2014 Gravitec Store Location Conference by James Puffer The “Smarter” SitePad! Report SitePad Document Solution-1: No more ugly Word documents Table with style preserved Resizable columns

23 Presented at the 2014 Gravitec Store Location Conference by James Puffer The “Smarter” SitePad! Report SitePad Document Solution-2: Wide reports Report is scaled to fit

24 Presented at the 2014 Gravitec Store Location Conference by James Puffer The “Smarter” SitePad! Solution-3: Really Wide reports (pagination) Smart Page Breaks!

25 Presented at the 2014 Gravitec Store Location Conference by James Puffer The “Smarter” SitePad! Solution-4: Partial Reports Select part of a report, click on the Word icon, and a partial report is created, retaining correct headings.

26 Presented at the 2014 Gravitec Store Location Conference by James Puffer Stronger Macro System Better Macro Editor Run from the editor Run one line at a time Print your macro Line numbers

27 Presented at the 2014 Gravitec Store Location Conference by James Puffer Stronger Macro System Better Macro Controller Run one line at a time See which line is running

28 Presented at the 2014 Gravitec Store Location Conference by James Puffer Stronger Macro System New Macro Commands THEME themename Allows you to set the current theme STYLE stylename Set the report style EXCELSEND Create an Excel sheet from the report WORDSCALE Set the report to Word, scaled PAGE Start a new page in the document PORTRAIT and LANDSCAPE Set the page orientation GET ? Prompt user for a project filename, then open that file

29 Presented at the 2014 Gravitec Store Location Conference by James Puffer Stronger Macro System New Macro Commands: Logic FOREACHMODEL and ENDFOREACHMODEL SITESPLUS will execute all of the command lines between these two commands for every model in your project. Example: FOREACHMODEL REPORT TO WORDSEND ENDFOREACHMODEL These lines will generate a Totals report for every model in your project.

30 Presented at the 2014 Gravitec Store Location Conference by James Puffer Stronger Macro System New Macro Commands: Logic IFBALANCE and ENDIFBALANCE SITESPLUS will execute all of the command lines between these two commands only if the current model is a balanced model. IFPROJECTION and ENDIFPROJECTION SITESPLUS will execute all of the command lines between these two commands only if the current model is a projection.

31 Presented at the 2014 Gravitec Store Location Conference by James Puffer Stronger Macro System New Macro Commands: Logic IFBALANCE and ENDIFBALANCE IFPROJECTION and ENDIFPROJECTION Example: FOREACHMODEL IFBALANCE REPORT TO ENDIFBALANCE IFPROJECTION REPORT PRTO ENDIFPROJECTION ENDFOREACHMODEL Your balanced model will generate this report. All of your projection models will generate this report.

32 Presented at the 2014 Gravitec Store Location Conference by James Puffer Resulting Report System Themes Styles Reports SiteCalc SitePad Word 2003 Word OpenXML Excel XML HTML Adobe PDF Comma-separated-values email Output Formats Macros


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