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2_6_0:user:excel_report [2019/01/09 16:40] (current)
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 +====== Reports in Excel ======
 +**
 +How to create an Excel report using an iTop query**
  
 +Administrators can store predefined queries in iTop. These queries can then be used to create reports in Excel.
 +A query is identified by a number. It is called in Excel using a URL provided by iTop administrator. For example, the URL below stored in the query phrasebook, returns a list of User Request:
 +
 +{{excel_report8.png}}
 +
 +
 +To use this query in Excel, click on the button **//From Web//** in the Excel tab **Data**
 +
 +{{excel_report1.png}}
 +
 +A window is displayed to enter the URL to be called:
 +
 +{{excel_report2.png}}
 +
 +Enter the URL provided by the iTop administrator in the **Address** part and click on **//Go//**.
 +
 +The iTop authentication window is displayed. Enter your user account and your password:
 +
 +{{excel_report3.png}}
 +
 +Click on **//Ok//:** if you are prompt by security popup windows.
 +
 +{{excel_report4.png}}
 +
 +The **New Web Query** is updated with the list of columns to be imported:
 +
 +
 +{{excel_report5.png}}
 +
 +Click the **//​Import//​** button. Excel asks you where you want to insert the data:
 +
 +{{excel_report6.png}}
 +
 +
 +If your query contains parameters, Excel will open several successive windows to enter them. Be careful, date parameters only support the format //​yyyy-mm-dd//​.
 +
 +
 +Click the **//OK//** button and Excel displays the result of the query. The language used for the display of columns corresponds to the default language of your login in iTop.
 +
 +{{excel_report7.png}}
 +
 +To refresh the data, click on the **//Refresh All//** button in the **Data** tab of Excel:
 +
 +
 +You can use as many iTop queries as you want and use the results to create graphs or charts dynamically using standard Excel features.
 +
 +<- obsolescence|Obsolete objects ^ start|User Manual ^ ->
2_6_0/user/excel_report.txt ยท Last modified: 2019/01/09 16:40 (external edit)

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