The Osmosis of Compound Reporting In WebFOCUS WebFOCUS Release 7 Striving For Excellence Innovation And Automation Renaming Temporary Bits And Bytes Generated From Stand Alone Procedures Reveals New Root For Creating Excel Templates MAIN(rename) Compound Reporting 1 The excel sheets are great, can you consolidate those reports into one workbook and incorporate the product pictures along with sending me the report via email? 2 The Osmosis Of Compound Reporting In WebFOCUS Product Manager Case Study Seeing The Ins & Outs Of (A Product Case Study) Product Manager would like to see these reports listed below in one excel workbook. Ideally the process should be automatic and performed once a month. Current workbook process consist of a manual retrieve for each worksheet using the Essbase Add-In Function in Excel. A Plus if the report is sent through standard email system. 3 The Osmosis Of Compound Reporting In WebFOCUS Osmosis Process Seeing The Ins & Outs Of (Osmosis) In layman’s terms, Osmosis is absorption of one thing by another through the outer layers. 4 The Osmosis Of Compound Reporting In WebFOCUS The Excel Compound Osmosis Seeing The Ins & Outs Of (Excel Template Compound Reporting Structure) Template How Many Sheets Sheet Names Static Data Excel Workbook Temporary Files Procedure Processing Corporate Data WebFOCUS Rename Multiple Excel Sheets Single Web Page 5 The Osmosis Of Compound Reporting In WebFOCUS Main Name(Rename) Components Seeing The Ins & Outs Of (Main Name(rename) Compound Reporting) The Template Creating the template is the same method as Standard Compute number of worksheets Use worksheet naming Add all static information to a worksheet (pictures) Save as a single web page Birth Name …. Nickname is … The WebFOCUS Procedure Create A Main Calling Fex Add A File Share Definition Add A Rename Fex Call All Stand Alone Procedures In Oder Create Rename Fex Create Stand Alone Fex Stand Alone Will Populate Each Worksheet 6 The Osmosis Of Compound Reporting In WebFOCUS Main Name(Rename) Process Structure Seeing The Ins & Outs Of (Main Name(rename) structures) One Main Calling Procedure Referencing Multiple Excel Output Procedures A stand alone sub-procedure (Fex) for each worksheet Standard Excel Template EXL2K Template A Rename Fex Process For Consolidation Using Temp File Hold Formats 7 The Osmosis Of Compound Reporting In WebFOCUS Main Name(Rename) Template Seeing The Ins & Outs Of (Main Name(rename) Template Details) Processing Template Steps Start with an original workbook Make a copy of the original workbook Compute the number of worksheets Insert each static worksheet into the workbook Provide sheet name titles Save the workbook as a single web page Copy the single web page workbook into the application directory Template Preparation 8 The Osmosis Of Compound Reporting In WebFOCUS Main Name(Rename) Workbook Step 1 Seeing The Ins & Outs Of (Main(Rename) Workbook Processing) Compute Number Of Worksheets Insert Worksheets Into Workbook Re-Order Existing Static Worksheets 9 The Osmosis Of Compound Reporting In WebFOCUS Main Name(Rename) Workbook Step 2 Seeing The Ins & Outs Of (Main(Rename) Workbook Processing) Worksheet Names - Example For Titles: Report Names 10 The Osmosis Of Compound Reporting In WebFOCUS Main Name(Rename) Fex Step 1 Seeing The Ins & Outs Of (Main(Rename) Procedure Process) Design Main Calling Procedure Stand alone Rename 11 The Osmosis Of Compound Reporting In WebFOCUS Main Name(Rename) Fex Step 1 Detail Structure Seeing The Ins & Outs Of (Main(Rename) Procedure Process) Main Calling Procedure Parts Number of Fex’s is determined by each report required Call Each Procedure In Proper Order Fex 1 Rename Fex Fex 2 Rename Fex Clean Up Fex Final Process Fex 12 The Osmosis Of Compound Reporting In WebFOCUS Main Name(Rename) Stand Alone Fex 1 Seeing The Ins & Outs Of (Main(Rename) Procedure Processing) Procedure 1 - Sheet 1 – Stand Alone Procedure 13 The Osmosis Of Compound Reporting In WebFOCUS Main Name(Rename) Fex 1 Processing Details Seeing The Ins & Outs Of (Main(Rename) Procedure Processing) Fex 1 Processing Phases Sheet 1 Unchanged Temporary Files Extension XHT Processing Message Sheet 1 Updated With Corporate Data 14 The Osmosis Of Compound Reporting In WebFOCUS Main Name(Rename) Fex Relations Seeing The Ins & Outs Of (Main(Rename) Procedure Processing) Procedure Process Relations To Temporary Files Original Sheet Is Not Updated The Temporary hold file contains The Report Data. 15 The Osmosis Of Compound Reporting In WebFOCUS Main Name(Rename) Fex 1 Processed Results Seeing The Ins & Outs Of (Main(Rename) Procedure Processing) Sheet 1 Created After Fex 1 Processed Temporary File Contains Report Data 16 The Osmosis Of Compound Reporting In WebFOCUS Main Name(Rename) Rename Fex Details Seeing The Ins & Outs Of (Main(Rename) Procedure Processing) A File Share Must Be Set Up Prior 17 The Osmosis Of Compound Reporting In WebFOCUS Main Name(Rename) Rename Fex Processed Seeing The Ins & Outs Of (Main(Rename) Rename Processing) Message Displayed After Rename Procedure Completes 18 The Osmosis Of Compound Reporting In WebFOCUS Main Name(Rename) Stand Alone Fex 2 Seeing The Ins & Outs Of (Main(Rename) Procedure Processing) Procedure 2 - Sheet 2 – Stand Alone Procedure 19 The Osmosis Of Compound Reporting In WebFOCUS Main Name(Rename) Fex 2 Processed Results Seeing The Ins & Outs Of (Main(Rename) Procedure Processing) Temporary File Contains Report Data Sheet 2 Created After Fex 2 Processes 20 The Osmosis Of Compound Reporting In WebFOCUS Main Name(Rename) Fex 2 Processing Seeing The Ins & Outs Of (Main(Rename) Procedure Processing) Sheet 1 Unchanged Temporary Files Extension XHT Use Windows Explorer To View Data Sheet 2 Updated With Corporate Data 21 The Osmosis Of Compound Reporting In WebFOCUS Main Name(Rename) Rename How It Works Seeing The Ins & Outs Of (Main(Rename) Rename Details) Rename Fex Processes Dos Command Line Processing. The File Share Must Be Set Up Prior To Processing Fex. 22 The Osmosis Of Compound Reporting In WebFOCUS Main Name(Rename) Stand Alone Fex 3 Seeing The Ins & Outs Of (Main(Rename) Procedure Processing) Procedure 3 - Sheet 3 – Stand Alone Procedure 23 The Osmosis Of Compound Reporting In WebFOCUS Main Name(Rename) Fex 3 Processed Results Seeing The Ins & Outs Of (Main(Rename) Procedure Processing) Sheet 3 Created After Fex 3 Processes Temporary File Contains Report Data 24 The Osmosis Of Compound Reporting In WebFOCUS Main Name(Rename) Fex 3 Processing Seeing The Ins & Outs Of (Main(Rename) Procedure Processing) Fex 3 Processing Phases Sheet 1 & 2 Unchanged Temporary Files Extension XHT Use Windows Explorer To View Data Sheet 3 Updated With Corporate Data 25 The Osmosis Of Compound Reporting In WebFOCUS Main Name(Rename) Rename Seeing The Ins & Outs Of (Main(Rename) Procedure Processing) A File Share Must Be Set Up Prior 26 The Osmosis Of Compound Reporting In WebFOCUS Main Name(Rename) Fex 4 Processed Results Seeing The Ins & Outs Of (Main(Rename) Procedure Processing) Procedure 4 - Sheet 4 – Stand Alone Procedure 27 The Osmosis Of Compound Reporting In WebFOCUS Main Name(Rename) Fex 4 Processed Results Seeing The Ins & Outs Of (Main(Rename) Procedure Processing) Sheet 4 Created After Fex 4 Processes Temporary File Contains Report Data 28 The Osmosis Of Compound Reporting In WebFOCUS Main Name(Rename) Fex 4 Processed Results Seeing The Ins & Outs Of (Main(Rename) Procedure Processing) Fex 4 Processing Phases Sheets 1, 2, & 3 Unchanged Temporary File XHT Use Explorer To View Data Sheet 4 Updated With Corp Data 29 The Osmosis Of Compound Reporting In WebFOCUS Main Name(Rename) Rename Fex Details Seeing The Ins & Outs Of (Main(Rename) Procedure Processing) A File Share Must Be Set Up Prior 30 The Osmosis Of Compound Reporting In WebFOCUS Main Name(Rename) Rename Fex Details Seeing The Ins & Outs Of (Main(Rename) Procedure Processing) One Time Set Up Required Prior To Program Process Use The APP HOLD In All Stand Alone Procedures Code The Same Hold File Name In Each Procedure Prepare The RENAME Procedure using the HOLD File Name Create the SHARE drive with proper read/write access Prepare the WORKSHEET before you save as a single web page template as the sheet numbers and names used in the Fex are only for ordering purposes during the write process. 31 The Osmosis Of Compound Reporting In WebFOCUS Main Name(Rename) Rename Fex Details Seeing The Ins & Outs Of (Main(Rename) Procedure Processing) 32 The Osmosis Of Compound Reporting In WebFOCUS Main Name(Rename) Rename Fex Details Seeing The Ins & Outs Of (Main(Rename) Procedure Processing) Main Calling Fex Completion Message 33 One Time Security Set Up For Application Directory 1) Create a share for the application directory to enable the rename process The name of the share will be referenced in the rename process. 2) Set Permissions On App Directory to Read/Write for user Id processing 34 Winar email 35 Email batch file Cd c:\dell\blat\ blat c:\dell\blat\emailbody.txt -from SV-OHIS-004 -subject "Monthly Commercial Accessories Part List" -to laura_goldsmith@overheaddoor.com –attach D:\DAILY_SALES_ARCHIVE\mth_comm_access_rpt1_echavez.zip pause 36 Both Equal Save As Batch Job Fex Write Data Rename Diffusion Excel Template Updated Worksheet Unequal Hypotonic Hypertonic Isotomic Hypotonic 37