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  • 1.  How to export in excel at the time of opening report

    Posted Jul 19, 2017 04:49 PM

    Hello
    I hope you can help me I have set up a report to refresh at the time of opening

     

     

    At the time of executing this action

     

    Update but ask me if I want to export it to Excell

     

     

    It is possible to make that configuration??

     

    i am using SAP BusinessObjects BI Platform 4.1 Support Pack 3 Version: 14.1.3.1257

     

    For your help thanks



  • 2.  Re: How to export in excel at the time of opening report

    Posted Jul 20, 2017 05:59 AM

    Hello,

    We do not have this possibility as property of the webI report (refresh on open,...). Seems possible for Crystal report to configure the export.

     

    What about this workaround to schedule the report with the destination and format to excel ? It will create an excel file on the destination.

     

    You will schedule and have success to produce the output.

     

    The next time you need an excel file with fresh data,

    - right click on the report and choose history

    - from the history list, choose the last scheduled one

    - choose the reschedule to produce the new excel file

     

    Best regards,

    Chris



  • 3.  Re: How to export in excel at the time of opening report
    Best Answer

    Posted Jul 20, 2017 12:06 PM

    This is the solution that applies

     

    On the Properties tab, click Document, In the Document Summary dialog box, select Update at Open

    On the Documents tab of the BI launch pad, right-click a document and select Schedule

     

    Click the Formats tab and select Microsoft Excel output format

     


    Click Schedule. The History dialog box appears and displays an instance of the document you have programmed.When you open the document you will have the option to save the result as a Microsoft Excel file.

     

    Note: It is not possible to perform this configuration on reports that contain requests, a programming error is generated

     

    I hope this solution will work for someone else.