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Merge option in Excel and WEBI report

Former Member
0 Kudos

Hi Experts,

I have been working on a requirement wherein I have to create a WEBI report based on an excel file in BO3.1.

If I create a WEBI report based on the table below. it works as expected.

PricesCompany Name
XXXXXCompany 1
YYYYYCompany 1
11111Company 2
22222Company 2
33333Company 2

Our requirement is to merge the duplicate entries of the column "Company Name" as below and to create a webi report.

PricesCompany Name
XXXXXCompany 1
YYYYY
11111Company 2
22222
33333

I have created a webi report based on the above table which has merged cells, however it did not work as expected. Please have a look at the screenshot below.

This report should have the merged cells as we have them in the excel file. I have tried this in BI4.1SP06 as well, however got the same results.

I am not a developer but still I have tried my best to explain our issue and the requirement.

Appreciate all your help.

~SwapnilY

Accepted Solutions (1)

Accepted Solutions (1)

Former Member
0 Kudos

Hi Swapnil,

This can achieve by applying Breaks on company name.

Please follow the steps mentioned below:

1. Right click on table and Goto "Break" -> Click "Manage Breaks"

2. Click on Add button and add Dimension "Company".

3. On right hand side you will see drop down for "Duplicate Values" -> Select "Merge" in it.

4. Now click OK.

Hope this will help you 🙂

Regards,

Veer

Former Member
0 Kudos

Hi Veer,

Awesomeeeee, you saved my day

It has worked now as expected, I got few more questions for you.

- Do we have this manage breaks option in BO3.1?

- As you can see the column names(Company and Price) are getting repeated for all the rows, is there a way to get rid of them?

- Can we have these column names only in the first row of the report?

Thank you so much for all your help Appreciate it.

~SwapnilY

amitrathi239
Active Contributor
0 Kudos

Hi,

Click on the Break column->Goto the properties window->Break.

For removing the repeated headers you needs to unchecked the  option "Show Break Header".After that insert one more table in the report  (same number of columns).After inserting the header text use right Align->Relative position feature to bound these two tables together.

Amit

Former Member
0 Kudos

Hi Swapnil,

I am glad that the solution works for you,

Please find answers to your questions below:

- As you can see the column names(Company and Price) are getting repeated for all the rows, is there a way to get rid of them?

- Can we have these column names only in the first row of the report?

Answer:

> There is no option to omit redundant column names however you can use following trick:

1. Right click on existing column headings and hide it.

2. Create dummy row just above first row.

3. Enter desired column names and apply cell formatting (colors, fonts etc.)  so that it looks like original table heading.

Please let me know in case of any quires.

Regards,

Veer

Answers (2)

Answers (2)

Former Member
0 Kudos

Apply break on comapany name and go to breaksetting manage a break there select duplicate values option select merge option u will see like this 

Name

Comapany

xxxxxxx

Company 1

yyyyyyyy

Company 1

Name

Comapany

AAAAAA

Company 4

zzzzzzzzz

Company 4

then delete the row and change setings in manage break option uncheck the header 

xxxxxxx

Company 1

yyyyyyyy

AAAAAA

Company 4

zzzzzzzzz

select table table properties and check the table header .

Name

Comapany

xxxxxxx

Company 1

yyyyyyyy

AAAAAA

Company 4

zzzzzzzzz

hope it works
Thanks and regards
Dinesh
former_member220624
Contributor
0 Kudos

Hi Swapnil,

So basically you want to see Company 1 appearing first and then Company 2.

In that case please select Company name column and sort it as per your requirement.

Please let me know in case of any issues.

Regards,

Amit

Former Member
0 Kudos

Hi Amit,

Thank you for your inputs.

This is not what I am actually looking for. Sequence doesn’t matter to us at all.

We want them to appear in the WEBI report as they appear in the excel file. Please have a look at the screenshots below.

Excel File:


WEBI Report:

Excel files shows the merged cells of Company 1 and Company 2 for all the values of Prices column whereas WEBI report shows Company 1 for only XXXXX and the cell for YYYYY is empty. Cell for XXXXX and YYYYY should have a merged cell of Company 1 as shown in the excel file. Same should be with Company 2 as well.

Appreciate your help.

~SwapnilY

former_member220624
Contributor
0 Kudos

Hi Swapnil,

Do you have any measure in the report ?

I remember i once used the sub-total function to achieve a similar requirement.

Regards,

Amit

Former Member
0 Kudos

Hi Amit,

No, I don't. It is a simple excel file which has two columns for "Prices" and "Company Name".

Prices column has the numeric values and Comnay Name has the company names.

~SwapnilY

former_member220624
Contributor
0 Kudos

Hi Swapnil,

Since you mentioned it's working correctly in 4.1 version i guess it's a limitation of 3.1 version.

Regards,

Amit

Former Member
0 Kudos

Hi Amit,

No it did not work in BI4.1 as well. I mentioned that we got the same results.

Appreciate all your help

~SwapnilY

former_member220624
Contributor
0 Kudos

Hi Swapnil,

Can you try playing around with the border setting to achieve the desired format.

It might work.

Regards,

Amit

Former Member
0 Kudos

Hi Amit,

Could you please elaborate how to use border setting in the WEBI report? Since I am not the developer I would need some help.

Thanks in advance.

~SwapnilY

former_member220624
Contributor
0 Kudos

Hi Swapnil,

Select the cell and right click.

Goto -> Format cell option,there you can find the border setting.

Hope it helps.

Regards,

Amit

Former Member
0 Kudos

Hi Amit,

Border settings will just change the border of any cell. This is not going to help us what we are trying to achieve.

~SwapnilY