Excel as data source In CMC

[Former Member]

Hi,

How can we create report with Excel as data source In CMC?

I have a scheduled report in CMC which exports the results to an excel on a network drive and I want to schedule another report to use this excel as data source. Can this be possible?

Help will be appreciated.

Thanks,

Jyothi

[Former Member · Accepted solution]

Hi,

Yes you can do that. However, the report that uses the Excel Workbook should be developed first. After that, when the export has finished, your exported Excel Workbook needs always to:

- Have the same name

- Have the same layout (e.g. Workbook name, location, sheet name(s), column name(s)s, placement of data, data type(s))

This is logical if you think about it: you developed the Crystal report with certain parameter the report should rely on.

Steps:

1) Export the first scheduled report. You have now an Excel sheet.

2) Build a Crystal Report based on this Excel sheet (It's name, location and layout).

3) Schedule the new Crystal Report, after the first scheduled report.

4) Enjoy.

[Former Member · Accepted solution]

Thanks for the reply.

I have done same thing but when I schedule the report with Excel as Data source in database tab of CMC its asking for log on credentials.

What log on info I need to specify there? is it the log on info for the network drive where excel exported or for excel it self?

Jyothi

[Former Member · Accepted solution]

Jyothi, telugu maatladuthavaa? From my experience in working with Excel as a datasource (especially ones on network drives), it is important to type in the datasource name by using the server name rather than the drive letter.

For example:

If the excel workbook exists on say a server called SALMON which is mapped to drive S:. If you use the datasource as S:\workbook1.xls and try it from CMC it might fail because the S drive may or may not exist and it might be mapped to some other server and it might require logon credentials.

However if you type for datasource as
salmon\workbook1.xls, it should not ask you for any credentials. Try it.

[Former Member · Accepted solution]

Thanks Sanjay. It will definitely try.

Yes. Telugu matladatanu

[Former Member · Accepted solution]

I can see the report preview from Crystal viewer but not working when scheduled. Same Log in error.

Thanks,

Jyothi

[Former Member · Accepted solution]

When you schedule it, make sure you take a look at all settings on the left.

Also, perhaps equally important: the fact that you're reporting on data returned by an earlier report means that you also can build a sub report within the original report.

Use a linked subreport. That's what it's made for .

[Former Member · Accepted solution]

Hello again...It worked fine without any credentials...one more problem ..Is there any feature in crystal enterprise so that my second report should always start executing after 1st report finished executing...kind of sequencential execution.

Thanks for you help,

Jyothi

[Former Member · Accepted solution]

Events can be used in CE to trigger one report after another.

In CMC, define a new event, Schedule type, based on success. Then schedule your first report, setting Events to Trigger Upon Completion to include this new event. Sechedule your second report to run at the same time, except select the new event in the Events to Wait For section. The second report will wait until the first report completes successfully before starting to execute.

Another possible way is to use Object Packages. However, if such a package is run on a report server that allows multiple reports to run simultaneously, I think the multiple reports in the package will run at the same time. (This would have to be verified, as I am not positive.) But if the report server that the object package is scheduled to run under was single threaded, they would probably execute in order.

HTH,

Carl