Difference between revisions of "Report Attributes via Reporting Templates"

From FMR Knowledge Base
Jump to navigation Jump to search
(Overview)
(Attribute Placement Step 4)
 
(8 intermediate revisions by 2 users not shown)
Line 1: Line 1:
 
[[Category:How_To]]
 
[[Category:How_To]]
 +
[[Category:How_To V11]]
 
=Overview=
 
=Overview=
  
 
In the current version of the Registry, only Dimensions can be included in a Reporting Template (completion worksheet) however it is possible to use Step 4 of the Reporting Template to identify attributes in such a way that when the Template is converted into an XML file, the attributes are included.
 
In the current version of the Registry, only Dimensions can be included in a Reporting Template (completion worksheet) however it is possible to use Step 4 of the Reporting Template to identify attributes in such a way that when the Template is converted into an XML file, the attributes are included.
  
In this example I am using Data Structure which has an Attribute relating to the confidentially status of the reported data. This article assumes that you have a basic understandin of how to create a Template using the GUI as explained in this article - [[Create_an_Excel_Reporting_Template|How to create a Reporting Template]].
+
In this example I am using a Data Structure which has an Attribute relating to the confidentially status of the reported data. This article assumes that you have a basic understandin of how to create a Template using the GUI as explained in this article - [[Create_an_Excel_Reporting_Template|How to create a Reporting Template]].
 
 
You can read more about [[Excel_Reporting_Template_Data_Format|Reporting Template Data Formats]] here.
 
  
 
=Creating the Reporting Template=
 
=Creating the Reporting Template=
The template wizard is created in the usual way for steps for the first 3 steps as shown in the example below.
+
The template wizard is created in the usual way for the first 3 steps as shown in the example thumbnials aside.
  
 
[[File:RT-ATTS-STEP1.PNG|200px|thumb|right|Step 1]]
 
[[File:RT-ATTS-STEP1.PNG|200px|thumb|right|Step 1]]
Line 22: Line 21:
  
 
[[File:RT-ATTS-STEP4.PNG|Step 4|1200px]]
 
[[File:RT-ATTS-STEP4.PNG|Step 4|1200px]]
 +
 +
 +
'''Note''': as from Version 11.4, it is no longer possible to use the 'colour picker' insted, just enter the HEX code. The selected colour will appaer lower down the page.
  
 
=Reporting Template Excel Workbook=
 
=Reporting Template Excel Workbook=
Line 36: Line 38:
  
 
=Convert the data=
 
=Convert the data=
The next step is to convert the spreadsheet into and XML file via wither the Load from file option or the quick convert option as shown aside.
+
The next step is to convert the spreadsheet into a XML file via either the Load from file option or the quick convert option as shown aside.
  
 
[[File:RT-ATTS-3.PNG|200px|thumb|right|Convert the Excel spreadsheet]]
 
[[File:RT-ATTS-3.PNG|200px|thumb|right|Convert the Excel spreadsheet]]
  
If you open the XML file and view using Pretty Print (I am using XMLSpy) you will see that the colour coding has taken affect and the correct codes are included agains the Attribute CONF-STATUS.
+
If you open the XML file and view using Pretty Print (I am using XMLSpy) you will see that the colour coding has taken affect and the correct codes are included against the Attribute CONF-STATUS.
  
  
 
[[File:RT-ATTS-4.PNG|XML Data|1200px]]
 
[[File:RT-ATTS-4.PNG|XML Data|1200px]]

Latest revision as of 02:59, 13 October 2022

Overview

In the current version of the Registry, only Dimensions can be included in a Reporting Template (completion worksheet) however it is possible to use Step 4 of the Reporting Template to identify attributes in such a way that when the Template is converted into an XML file, the attributes are included.

In this example I am using a Data Structure which has an Attribute relating to the confidentially status of the reported data. This article assumes that you have a basic understandin of how to create a Template using the GUI as explained in this article - How to create a Reporting Template.

Creating the Reporting Template

The template wizard is created in the usual way for the first 3 steps as shown in the example thumbnials aside.

Step 1
Step 2
Step 3

Step 2 allow the insertion of an instruction worksheet which will appear (in a separate worksheet in the generated Excel workbook when the Reporting Template is generated). You can use this to provide instructions for completion.

Attribute Placement Step 4

In this example, I have selected Use Colour to represent and selected 3 items to include as shown in the example below.

Step 4


Note: as from Version 11.4, it is no longer possible to use the 'colour picker' insted, just enter the HEX code. The selected colour will appaer lower down the page.

Reporting Template Excel Workbook

The Reporting Template is save and generated in the usual way. When the workbook is opened, you will seen 3 separate worksheets as well as the colour coding legend that was added in step 4.


Generated workbook


Note the default colour appears in the Obs Value cells. A completed worksheet might look like this.


Completed worksheet

Convert the data

The next step is to convert the spreadsheet into a XML file via either the Load from file option or the quick convert option as shown aside.

Convert the Excel spreadsheet

If you open the XML file and view using Pretty Print (I am using XMLSpy) you will see that the colour coding has taken affect and the correct codes are included against the Attribute CONF-STATUS.


XML Data