Reporting from Lotus Notes

This tutorial shows how to create reports

and charts with Lotus Notes data

How-To: Reporting from Lotus Notes

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Requirements:• Lotus Notes or Domino Web application

• MS Excel installed on the client

• SWING Integrator

MS Excel advantage:• Users are familiar with it

• No training is required to create new reports

• Reporting AND dynamic data analysis

Step 1: Copy SWING Integrator design elements to your database

Select the destination database and let the Wizard do the rest

Open the Integrator database and start the

Setup Wizard

Step 2: Add the Integrator action button

In Domino Designer, add an action button to your view...

...and copy the code snippet from the Integrator sample library.

Step 3: Create an Excel template

Open your database; notice that the Templates view has been added. Let’s create a new Excel Report template.

You may start from our sample templates, and play with different

report layouts. This cross-tab report will employ Excel PivotTable.

Save the template to the Template Setup document. Then, set up the field mapping.

It’s ready to use now!

Simple Report

Dynamic Chart

Dynamic Cross-tab

Report

What we have done:• Copied design elements using Setup Wizard• Added an action button• Added an Excel template and set up the data transfer

What we have got:• Excel-based reports and data analysis from Lotus Notes• Centralized report templates for easy maintenance• Data transfer, including transformations between

multivalue fields and tables

What we didn’t see yet...

We didn’t see yet:• Saving reports to Notes • Exporting to PDF• Excel can run in the background (e.g. for 1-step Chart.gif)• Data source: views, categories, document collections, arrays• Word-based documents and reports

Points to remember:• The application can be easily extended simply by adding new

Office templates, without programming.• A comprehensive API and open design elements let

developers customize the solution to fit their specific needs.

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