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Creating Custom Excel Reports in Excel

How to create custom Excel reports in Microsoft Excel and import them to SI

A
Written by Ashok P
Updated this week

You can create custom Excel reports in Excel versions 2010 and later.

The instructions in this article were written for Excel 2010.

  • Custom Excel reports created in Excel do not support aggregation and summarization capabilities like those created in the Excel Report wizard.

  • Custom Excel reports can be run for up to five projects at a time.

Create Report

1/ 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.

developer option.jpg

2/ Click the Developer tab and then click Source.

File:SIX_Guide/008_Reports/004_Report_Designer/Excel_Report_Wizard/Excel_Reports/source.jpg

3/ In the XML Source window, click XML Maps.

File:SIX_Guide/008_Reports/004_Report_Designer/Excel_Report_Wizard/Excel_Reports/xml_maps.jpg

4/ In the XML Maps window, click Add.

File:SIX_Guide/008_Reports/004_Report_Designer/Excel_Report_Wizard/Excel_Reports/xml_maps_form.jpg

5/ In the Select XML Source window, copy and paste the following in the File name field and click Open.

http://downloads.d-tools.com/SIX/Reports/Schemas/DToolsReport2010.xsd

File:SIX_Guide/008_Reports/004_Report_Designer/Excel_Report_Wizard/Excel_Reports/select_xml_source.jpg

6/ In the Multiple Roots window, select DToolsReport and click OK.

File:SIX_Guide/008_Reports/004_Report_Designer/Excel_Report_Wizard/Excel_Reports/multiple_roots.jpg

7/ Click OK on the XML Maps form.

File:SIX_Guide/008_Reports/004_Report_Designer/Excel_Report_Wizard/Excel_Reports/xml_maps_form_2.jpg

The XML Source window will now be populated with all the fields available for your report.

File:SIX_Guide/008_Reports/004_Report_Designer/Excel_Report_Wizard/Excel_Reports/xml_source_populated.jpg

8/ Drag over the desired fields to the Excel cells.

File:SIX_Guide/008_Reports/004_Report_Designer/Excel_Report_Wizard/Excel_Reports/drag_xml_nodes.jpg

9/ When done, save and name the Excel file.

save excel report.jpg

Import Report to SI

1/ In Report Explorer, click the Excel button in the ribbon.

import excel button.png

2/ On the Add Report form, fill in a name and description, select a category, browse to where you saved your Excel file, and click OK.

import excel report form.png

The Excel report will display in the category you selected.

report in list.png
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