Details
These reports can be created in Excel 2016, 2013, or 2010. These instructions are written for Excel 2010.
Excel reports can be run for up to five Projects at a time.
These reports can not be set to automatically aggregate or total. If you want these features, use the Excel Report Wizard.
Steps
- Open Excel and verify that you have the Developer tab in the ribbon displayed. To turn this on, click File->Options then check the Developer option:
- Click the Developer tab and then click Source:
- In the XML Source window, click [XML Maps...]:
- In the XML Maps window, click [Add...]:
- In the Select XML Source window, copy and past the following in the "File name" field and click [Open]:
http://downloads.d-tools.com/SIX/Reports/Schemas/DToolsReport2010.xsd
- In the Multiple Roots window, select "DToolsReport" and click [OK]:
- Click [OK] on the XML Maps form:
- The XML Source window will now be populated with all of the fields available to you for your report:
- Drag over the desired fields to Excel cells:
- When done, Save and name the Excel file:
- In the Report Explorer, click the Excel button on the Ribbon:
- On the Add Report form, fill in a Name, Description, select a Category, and Browse to where you saved your Excel file, then click [OK]:
The Excel Report will display in the Category you selected: