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Live Excel
PRESENTER: Brad Leupen | CTO, Entrinsik | 10-11-2010
What is Live Excel?
• Live Excel Spreadsheets maintains a “live” connection to the report even after the browser window is closed
• Data may be refreshed periodically, updating the spreadsheet cells and charts
• Spreadsheet may be enhanced with charts and formulas and distributed to others without losing this connection
• Changes to the report on the server will be reflected in the spreadsheet the next time it is refreshed
Why use Live Excel?• Great for management who are comfortable
working in Excel• Excellent tool for driving mail merge documents
and email campaigns• Great way to link Informer data with Microsoft
components
Creating a Live Excel document
• Export button on report details or report output
• User must have the “Create a Live Excel Spreadsheet” permission
The I-Query File
• Informer doesn’t actually create a spreadsheet, it creates an “I-Query” file that contains a URL to the Informer report
• Excel interprets the .iqy file as a new Data Connection
Web Query Security
• Informer embeds an encrypted “token” in the iqy report parameters• The token indentifies the report to run and the user to run the
report as• Therefore, each live excel spreadsheet is bound to a specific
user/report• Excel does not prompt for Informer username and password
– Insecure
– Unpredictable output
• You should control access to Live Excel spreadsheets on your network just as you would regular spreadsheets with the same information
Opening in Excel
• To open in new spreadsheet: double click the .iqy file
• To add to existing spreadsheet: Data Tab -> Connections -> Add… -> Browse for More…
Refreshing Web Query Data
• Data -> Refresh [All]• Properties
– Refresh every n minutes– Refresh on opening
• New report columns will appear in Live Excel output
Runtime Parameters
• To view runtime parameter settings, click Data -> Connections -> Live Excel Connection -> Properties -> Definition -> Parameters… (whew!)
• Excel will prompt for runtime parameters by default
• Enter “*” to use as a wildcard
• Parameter values may be re-used automatically
• Prompts may be replaced by cells in the worksheet– Make sure all parameter cells are formatted as “Text”!
• Runtime parameter cells can be set to refresh the spreadsheet automatically
Runtime Parameters Cont’d
Editing Connection Properties
• Data -> Connections -> Properties• Edit query to change the URL (e.g. If your
Informer URL changes)• Parameters to change runtime parameter
defaults
Formulas
• You can create formulas that work off live data the same way you would static data
• Properties -> Fill down formulas in columns adjacent to data
Formulas Cont’d
Pivot Tables• Use Pivot Tables to summarize data and perform drill downs
Pivot Tables Cont’d
• Tip: Use a dynamic named range to handle new columns and variable row count:
– =OFFSET(Sheet1!$A$1,0,0,COUNTA(Sheet1!$A:$A), COUNTA(Sheet1!$1:$1))
• Drag and drop fields into the Row Labels / Column Labels / Values buckets to change the table.
• Use “Value Field Settings” to change the aggregate function on Value fields (e.g. Sum, Count, Avg)
• Use the right-click -> group feature to group date fields into month, quarter, yearly intervals
Pivot Charts• Similar to Pivot Tables but allow you to view the summary data in chart form
Mail Merge
Thank you! Any questions?