Excel Dashboard to HTML

admin

Are you looking to convert your Microsoft Excel worksheets into HTML document?

In this tutorial, we will walk you through the steps in exporting the Excel files to a browsable PDF document.

Launch Excel Dashboard Designer and click on the connect button

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In the Driver, pick “Excel File….”

Click on the “Access/Excel File” and pick the access .mdb file

Click on “Connect”

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Click on the “New Blank Dashboard”

Give any descriptive name to the Dashboard

Next, it will show the Query browser and list all the available Excel worksheets as individual nodes in the browser. Each worksheet in the excel file will be available as a table.

Double click on any Table that you wish to export to HTML

Next, click on the alias field to select all the columns (you may select individual columns)

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Click on the “Create Table” button

 

Click on the “Tree Browser icon” in the toolbar

 

 

 

 

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Right click on the node name of the table,

Select ‘Export to HTML’

You may select “Queried Rows” or “All Rows” to HTML

Queried Rows: Will export whatever you have already queried in the dashboard. This means if you have put a restriction in the Qlet to pull only 100 records then it will export only 100 rows to HTML

All Rows: This will re-query the database and export all rows in the table to PDF

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Here is the HTML output

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You can output multiple tables in the same html page

Goto Menu Create >> Query Builder

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Click on the Reset Button

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Now double click and bring any other tables you may need. Keep repeating the process until you have added all the tables on the dashboard.

Once added, rename the Qlet name by editing its properties (Hint: Right click on the “Name” title and select Edit)

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Right click on Each node in the tree browser and select to include in the report

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Now right click on the “Access Dashboard” node to export all the TAbles to html web page

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This is the Html output with the table names as bookmarks

 

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Changing Colors, Formatting Data

With Access dashboard Designer, you get full control over the formatting options on each individual tables

Right click on the table name and select “Edit”

http://www.infocaptor.com/user_help/qlet_properties.htm

Image

 

Download Excel Dashboards

Sep
9

Excel Dashboard to PDF

admin

Are you looking to convert your Microsoft Excel worksheets into PDF document?

In this tutorial, we will walk you through the steps in exporting the Excel files to a browsable PDF document.

Launch Excel Dashboard Designer and click on the connect button

Image

 

In the Driver, pick “Excel File….”

Click on the “Access/Excel File” and pick the access .mdb file

Click on “Connect”

Image

Click on the “New Blank Dashboard”

Give any descriptive name to the Dashboard

Next, it will show the Query browser and list all the available Excel worksheets as individual nodes in the browser. Each worksheet in the excel file will be available as a table.

Double click on any Table that you wish to export to PDF

Next, click on the alias field to select all the columns (you may select individual columns)

Image

 

Click on the “Create Table” button

 

Click on the “Tree Browser icon” in the toolbar

 

 

 

 

Image

Right click on the node name of the table,

Select ‘Export to PDF’

You may select “Queried Rows” or “All Rows” to PDF

Queried Rows: Will export whatever you have already queried in the dashboard. This means if you have put a restriction in the Qlet to pull only 100 records then it will export only 100 rows to PDF

All Rows: This will re-query the database and export all rows in the table to PDF

Image

 

Here is the PDF output

Image

You can output multiple tables in the same pdf

Goto Menu Create >> Query Builder

Image

Click on the Reset Button

Image

Now double click and bring any other tables you may need. Keep repeating the process until you have added all the tables on the dashboard.

Once added, rename the Qlet name by editing its properties (Hint: Right click on the “Name” title and select Edit)

Image

 

Right click on Each node in the tree browser and select to include in the report

Image

 

Now right click on the “Access Dashboard” node to export all the TAbles to PDF

Image

This is the PDF output with the table names as bookmarks

Image

 

Changing Colors, Formatting Data

With Access dashboard Designer, you get full control over the formatting options on each individual tables

Right click on the table name and select “Edit”

http://www.infocaptor.com/user_help/qlet_properties.htm

Image

 

Download Excel Dashboards

Sep
9