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When creating large reports for clients, is there an easy way to an import/data upload that includes formatting, and mapped account numbers? Or do you have to go in and key every number, category, etc? I have reports with several lines and going in and mapping the accounts is very time consuming. It just seems like Microsoft would have some type of define an export/import, something that would make this more efficient.
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Hello Mary Myers,
Try to fill a single line that includes the main account and department in the Management Reporter before you copy everything to Excel.
Then you have the format that MR expects and can copy and apply it to your other lines.
Best regards,
Ludwig
Thank you! I have done this, and created a series of rows to concatenate into the following: +Main Account = [510110], Department = [35100]
However, When I copy this from excel into the row definition, it gives me an error message, and says the code is not valid. I tried to simplify it down to just the Main Account number as well to see if there was something off with the spacing. I got the same error. Is there something wrong with my formatting? Or can you simply not link this way? When I use the ellipsis the main account and department I indicated in my copied row definition is now showing.
Hello Mary,
You can mark all of your rows.
Then press CTRL + C and paste it into an excel file.
Complete the setup in the excel file (incl. the account references).
Then mark all excel lines and select CTRL + C
Open your existing or a new row definition and paste the Excel data.
Save the row definition and use it in your report.
This is not a perfect solution but a kind of workaround that is faster than entering the data directly in the MR report designer.
Best regards,
Ludwig
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Mohamed Amine Mahmoudi
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