You can send Request output directly to Microsoft Excel as a spreadsheet, chart or pivot table.
Lesson Goals: You are going to create a Request whose output is an Excel chart. When you run the Request, Foxfire! automatically starts Excel with the generated chart active.
Note: Generally, Excel charts and graphs work best when there are just a few rows and columns in the output. Here are some things you can do to keep your output manageable.
- Use summary type Requests.
- Use aggregating calculations such as sum on numeric data items
- Use a filter to reduce the number of records you retrieve
To create an Excel chart:
- From the Request Manager, create a new Summary report named XXXLESS12 (substituting your initials for xxx). For the title, enter “Summary Comparison of Price Paid and Profit.”
- Click the Select Data Items tab.
- Move Cars Make to the Selected Items List.
- Click on Cars Purchase Price and click Sum.
- Click on Gross Profit and click Sum.
- Click the Filter Results tab. You will create a filter selecting Cars Make being either Honda or Ford.
- Click Add.
- Select Cars Make in the Data Item drop-down box.
- Select In the List in the Relationship drop-down box.
- Type Honda, Ford in the Values box.
- Click on the a to save the filter.
- Click the Specify Output tab.
- Select Excel Chart in the Type drop-down box. You will see the Options change as soon as you select the Excel Chart Type.
- In the Chart Type drop-downbox, select Excel Column.
- Check the box that says Display in 3-D.
- Click the Save icon on the Design icon on the Design Preview window.
- Click the Close icon on the Design Preview window.
- Click the Run icon in the Request Manager window. The chart will be saved as xxxLESS12.xls. Excel will open and display your chart.
- After looking at the chart, close Excel.