Can we format the excel report?

carlh · ‎04-04-2017

Hello All,

I have several Scheduled reports that are sent in Excel. The formatting is really bad so we hope there is a way to make it look better. Does anyone have a way to do this? Currently on Helsinki.

Thanks

Carl

carlh · ‎04-06-2017

Thanks Lisa and Tara,

We've got resources to do things externally but that's not what we want to do.

We are not in Istanbul and there is a system property called "glide.export.excel.wrap_cells" and that value is set to "TRUE" which means the cells will be wrapped. You can change it to false which will NOT Wrap the text. When Setting to "FALSE" we had an issue where excel couldn't open. We learned that there is a 255 character limit so anything over, caused the error. The solution there was to remove those fields that had over 255 characters.

Neither of the options were to our liking so I came up with the idea to add spaces to the end of the "Label" of the fields that have a lot of text and it looks much better.

If you have the system property value set to TRUE, and increase the length of the label by adding spaces, it is able to be opened and eliminates a great deal of the work needed to make the excel file readable.

Screen shot attached.

NOTE: I didn't bother to increase the label length on sys fields such as Created or Updated but those on the incident table seem to work just fine.

I hope that helps some of you with this issue.

Regards!

Carl

View solution in original post

Tara Romero · ‎04-04-2017

Hi Carl,

Unfortunately there is no way using our platform to format the excel. That being said, if you know anyone that can write a VB Macro, you can use a macro to actually open and format your excel. Depending on what you are using it for. Is there a reason you are still exporting to excel? I am assuming to use formulas, have you tried Performance Analytics yet? That allows you to write formulas in the platform.

Thanks

Tara

carlh · ‎04-04-2017

Hi Tara, thanks for replying. We have not yet used performance analytics as it's something additional to pay for and we're still trying to show value with what we already pay for.

It's kind of a tease to show us those features and then inform us after we commit that there's an additional charge to use it

Tara Romero · ‎04-04-2017

Sorry about that, please let me know if I can help with anything else...

angeliccharm · ‎04-06-2017

Hi Carl,

Tara's right about requiring a macro to be written. if you need assistance, I know an org. that organizes and makes sense of Excel reports super well. Feel free to contact them at www.verticalinsight.net. (Note: It's a marketing firm, but they provide very detailed reporting and analytics and I'm sure they'll help you out).