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Page 191

Let’s take as an example

the following command line argument (all in 1 line):

"XLS_Pivot_Table:c:\temp\Before_Pivot.xls

>c:\temp\After_Pivot.xlsx>Sheet1

>>Revenue Pivot Table

>Country>T7||Revenue>Employee>D||Revenue>Year||Prod_Class||Prod_Type

>Value::Revenue::Sum::$#,##0,K||Late::% Late::Average::0.0%

>Both>Bottom>PivotStyleMedium23>Rows>Yes>YES>False"

That command line argument tells Visual CUT to take the "Before_Pivot.xls" file (which was

generated by Visual CUT as an Excel Data Only export) and convert it to a new

"After_Pivot.xlsx" excel 2007 file. The data found in the Sheet1 tab

is used to generate a Pivot Table in a new tab called "Revenue Pivot Table":

Country>T7||Revenue set the rows to Top 7 Countries by Revenue

Employee>D||Revenue set the columns to Employees sorted Descending by Revenue

Year||Prod_Class||Prod_Type set the Page filters (top-left drop-downs)

Value::Revenue::Sum::$#,##0,K||Late::% Late::Average::0.0% set Revenue & % Late as metrics

PivotStyleMedium23>Rows>Yes set the style, banded rows, and a space after each row group

The YES>False at the end hides the tab for the raw data

and doesn’t hide the field list

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Page 192

Notes:

1. Visual CUT takes care of auto-fitting column widths for both the raw data block for the

pivot table as well as for the pivot table itself.

2. If the information is sensitive, you can also password protect the workbook using a

command line argument such as: "XLS_Protect:c:\temp\After_Pivot.xlsx>sesame"

3. XLS_Pivot_Table is always processed before XLS_Protect so you can generate the

workbook with the pivot table, password-protect it, and email it using a single Visual

CUT process.

4. To support Style & Banded effects, the Visual CUT machine must have

Excel 2007 or later.

5. The last Options argument currently supports only 3 Report_Layout directives:

Report_Layout=Compact / Report_Layout=Outline / Report_Layout=Tabular

Tabular uses

field names instead of generic ‘

Row Labels

’

and

‘

Column Labels

.’

6. The "Top"

value for the ‘Show Subtotals’ option applies only to

cases where the Pivot

Table has a single Data element. It also applies a compact Outline layout to the resulting

Pivot Table.

7. Sample report for exporting (to Excel Data Only) as a basis for generating a pivot table is

available for download at:

http://www.milletsoftware.com/Download/Pivot_Data.rpt

8. To handle excel exports that require more than 65,536 rows of data, you can simply

specify a file extension of .xlsx (instead of .xls). For other situations (where the excel file

is not exported from Visual CUT), you may use the XLS_to_XLSX command line

argument described in the next section.

You may specify multiple "XLS_Pivot_Table:…" arguments and Visual CUT will

execute all of them in the order they are specified. If you wish to hide the data tab, set

that option to Yes only on the last process that needs access to it.

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Page 193

Refreshing Data (Queries, Pivot Tables) from all Connections

Excel workbooks can use external data for Queries and Pivot Tables. You may need to automate

the process of refreshing that data (causing all connections used by the workbook to retrieve the

data from external sources such as databases or web services).

The command line argument structure is as follows:

…

"XLS_Refresh:Source_WorkBook>>New_WorkBook>>Sleep_Seconds"

Or, if you don't wish to save the updated source file:

…

"XLS_Refresh:Source_WorkBook>>>>Sleep_Seconds"

Or, if you if wish to save the updated source file and there's no need to wait for the data retrieval

to complete (the query option of 'Enable Background Refresh' is disabled):

…

"XLS_Refresh:Source_WorkBook"

The parameters (after the ":") are separated by a ">>" and are as follows:

1. Source_WorkBook: path & name of the source excel file (e.g. c:\temp\Sales_Before.xls)

2. New_WorkBook: path & name of file to create (e.g. c:\temp\Sales_After.xlsx)

3. Sleep_Seconds: number of seconds to wait after initiating the refresh (before saving)

Note: if New_Workbook is left blank, the process saves the source workbook after the refresh.

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Page 194

Running an Excel Macro

After exporting a report to Excel, you may wish to trigger a global excel macro (a macro that

was created as logic that can apply to any open workbook) to process the generated data. Or

perhaps you used TabInOldFile_Replace! to insert the excel export as a tab inside an existing

workbook that has a Macro you wish to trigger.

The command line argument structure is as follows:

…

"XLS_Run_Macro:Source_WorkBook>>New_WorkBook>>Macro_WorkBook>>Macro"

Or, if you don't wish to save the updated source file:

"XLS_Run_Macro:Source_WorkBook>>>>Macro_WorkBook>>Macro"

If the Macro is available through an add-on or resides in the source workbook, leave the

Macro_Workbook argument blank:

"XLS_Run_Macro:Source_WorkBook>>New_WorkBook>>>>Macro"

Or, if there is no saving to a target file):

"XLS_Run_Macro:Source_WorkBook>>>>>>Macro"

The parameters (after the ":") are separated by a ">>" and are as follows:

4. Source_WorkBook: path & name of the source excel file (e.g. c:\temp\Sales_Before.xls)

5. New_WorkBook: path & name of file to create (e.g. c:\temp\Sales_After.xlsx)

6. Macro_WorkBook: path & name of the workbook containing the Macro

7. Macro: the name of the Macro to run

Notes:

1. You may need to add the location of the source excel file to the list of trusted locations

(using Excel’s Trust Center).

2. If New_Workbook is left blank, the process does not save the source workbook after the

process. So if you want to save the updated workbook to the same path and file name,

you must specify it.

3. As usual, you can embed field/formula references in the command line argument.

For example,

"XLS_Run_Macro:{@Exported}>>>>C:\Excel\Global_Macros.xls>>MyMacro"

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Page 195

Replacing Content in Excel Files

Using a command line argument, you can instruct Visual CUT to replace any number of strings

in an Excel file with specified substitutions. The replacement logic can use dynamic values

from a Crystal field or formula. Also, by forcing a re-evaluation of the content in cells with

replaced content, exported content in a cell can be turned into a dynamic Excel formula.

The command line argument structure is as follows:

…

"XLS_Replace:InFile||OutFile||find1>>replace1::find2>>replace2||Options"

The parameters (after the ":") are separated by a "||" and are as follows:

1. InFile: the file path & name for the source Excel file.

2. OutFile: the file path & name for the resulting Excel file.

- If no OutFile is specified, the source file gets updated

if the target folder doesn’t exist, Visual CUT creates

- if no path is specified (just name) the path of the source file is used

3. Find & Replace Pairs: unlimited number of find and replace elements.

Each "find" element is separated from its "replace" element by a ‘

’.

Each pair is separat

ed from the next pair by a ‘

’

- To specify special string characters, such as Carriage Return or Line Feed,

use Chr() expressions (e.g., Chr(10) or Chr(13).

To remove strings, specify them in the ‘find’ and leave the ‘replace’ as blank

4. Options: Leave blank. May be used for future enhancements.

For example, to replace

with

(useful for turning formula expressions into formulas, if in

Crystal you export the expression starting with "

", use this command line argument:

…

"XLS_Replace:c:\temp\Input.xlsx||||

||"

Dynamic Field Names

You can use field or formula names within the command line argument (just like you drag &

drop fields & formulas into the various options in the 3rd tab within Visual CUT. The dynamic

content of these fields/formulas would be substituted into the command line argument.

Exporting Formula Expressions to Excel, and Activating Them

Imagine you wish to export a Crystal report to Excel, and some of the cells in the export contain

formula expressions like this: "=ROUND(C3*(1+($D$2/100)),2)"

The excel export would treat such cells as TEXT rather than as a formula that refers to other cells

in the exported file. To activate the cell so it becomes an Excel formula, change the expression in

Crystal so it starts with something unique. For example: "

ROUND(C3*(1+($D$2/100)),2)"

Then, use "XLS_Replace:c:\temp\MyFile.xlsx||||

||" to activate the formula.

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Page 196

Convert XLS Files to XLSX (and merging sheets)

Using XLS_to_XLSX command line argument, you can ask Visual CUT to convert a file from

.xls to .xlsx format. The key benefits are:



.xlsx files are not limited to 65,536 rows per sheet. During exports to .xls, Crystal and

Visual CUT create multiple tabs inside the workbook when there are more than 65,536

rows. The conversion to .xlsx can merge these multiple tabs into one tab.



.xlsx files are smaller. For example, an export to .xls that created two tabs (one tab with

65,536 rows and one tab with 56,027 rows) resulted in a 11.3MB .xls file. After

converting and merging to a single-tab .xlsx file (with 121,563 rows), the file size

dropped to just 2.7MB.

The command line argument structure is as follows:

…

"XLS_to_XLSX:Input_xls_File>>Output_xlsx_File>>Merge_Tabs?"

For example: "XLS_to_XLSX:c:\temp\out.xls>>c:\temp\out.xlsx>>True"

The parameters (after the ":") are separated by a ">>" and are as follows:

1. Input_xls_File: path & name of the source .xls file (e.g. c:\temp\Sales.xls)

2. Output_xlsx_File: path & name of .xlsx file to create (e.g. c:\temp\Sales.xlsx)

3. Merge_Tabs?: use a value of True to request that all tabs be merged into the first tab

(tabs 2 and later are then removed).

Notes:

1. If you simply specify an export file name with an.xlsx extension, Visual CUT

executes an implicit XLS_to_XLSX conversion (it exports to a temporary .xls file,

converts and merges sheets into the specified .xlsx file, and deletes the temporary .xls

file. This means you do not need to explicitly specify an XLS_to_XLSX argument.

2. The Visual CUT machine must have Excel 2007 or later.

3. To ensure proper merging of multiple tabs, make sure the first column in the excel export

is not blank.

4. XLS_to_XLSX is executed before XLS_Pivot_Table. This allows a single command

line to trigger exporting of a large data set to a multi-tab .xls file, conversion to a

single-tab .xlsx file, generation of a pivot table, and emailing of the resulting workbook.

Page 197

Convert Excel Files to PDF

Using a command line argument, you can instruct Visual CUT to save an Excel file to a PDF

File. Here's an example of the command line argument structure:

…

"XLS_Save_As:c:\temp\Invoice.xls>c:\temp\Invoice.pdf>PDF>0>1>Competition"

The parameters (after the "XLS_Save_As:") are separated by a ">" and are as follows:

1. The path & name of the Excel file (xlsx files are supported as well)

2. The path & name of the target PDF file

3. Save As Format (PDF)

4. Optimized For Screen (1/0)

a value of 0 would create a higher-quality (optimized for print) but larger pdf file.

5. Ignore Print Areas: 1-True, 0=False

6. Save Scope: Tab Name, or 0=Workbook, or Tab Number: 1=1

worksheet, 2=2

, …

note: currently, only a single value between 0 and 9 is acceptable,

so you can save either the whole workbook or one of the first 9 tabs.

Notes:

If you wish to fit the tab content into a single pdf page, you may need set the Print properties

for the tab to

‘Fit Sheet on One Page’

As usual, any of these arguments can contain references to fields or formulas and Visual

CUT would dynamically replace the reference with the value in the report. For example:

…

"XLS_Save_As:{@file_name}.xlsx>{@file_name}.pdf>PDF>0>0>1"

The machine must have MS Excel 2007 or higher. If 2007, it must have the

"2007 Microsoft Office Add-in: Microsoft Save as PDF or XPS AddOn" which allows

Microsoft Excel to save documents as PDF.

If you don’t already have that option enabled in

MS Excel, you can download it from:

http://www.microsoft.com/downloads/details.aspx?FamilyId=4D951911-3E7E-4AE6-B059-

A2E79ED87041&displaylang=en

Page 198

Convert Excel Files to HTML

Using a command line argument, you can instruct Visual CUT to save an Excel file to a HTML

File. Here are example of the command line argument structure:

to convert the Competition tab:

…

"XLS_Save_As:c:\temp\Invoice.xlsx>c:\temp\Invoice.htm>HTML>0>0>Competition"

to convert a Pivot Table called Revenue, residing on a Revenue tab. No title:

…

"XLS_Save_As:c:\temp\After.xlsx >c:\temp\Revenue.htm>HTML>>Revenue>Revenue"

"XLS_Save_As:c:\temp\After_Pivot.xlsx>:c:\temp\Revenue_PivotTable.htm>HTML>0>Revenu

e Pivot Table>Revenue Pivot Table"

The parameters (after the "XLS_Save_As:") are separated by a ">" and are as follows:

1. The path & name of the Excel file (xlsx files are supported as well)

2. The path & name of the target HTML file

3. Save As Format (HTML)

4. Pivot Table Title: Ignored if not targeting a Pivot Table. Set to blank to avoid a title.

5. Pivot Table Name: Leave as blank or 0 if not targeting a Pivot Table

6. Save Scope: Tab Name, or 0=Workbook, or Tab Number: 1=1

worksheet, 2=2

, …

note: currently, only a single value between 0 and 9 is acceptable,

so you can save either the whole workbook or one of the first 9 tabs.

Notes:

The machine must have MS Excel installed.

A typical use scenario is to use Visual CUT to export & generate a Pivot Table, or fill a range

or cell values in an excel template with formula values from a Crystal report. Then, embed

the resulting HTML Save-As version of the populated excel file as an email message body

using an [Insert_File:…]] directive.

As usual, any of these arguments can contain references to fields or formulas and Visual

CUT would dynamically replace the reference with the value in the report. For example:

…

"XLS_Save_As:{@file_name}.xlsx>{@file_name}.htm>HTML>0>0>1"

…

"XLS_Save_As:c:\temp\After.xlsx >c:\temp\Revenue.htm>HTML>{@Pivot_Title}>Revenue>Revenue"

Page 199

Convert Excel Files to CSV

Using a command line argument, you can instruct Visual CUT to save an Excel file to a CSV

File. Here are example of the command line argument structure:

…

"XLS_Save_As:c:\temp\Invoice.xlsx>c:\temp\Invoice.csv>CSV>>>1"

The parameters (after the "XLS_Save_As:") are separated by a ">" and are as follows:

1. The path & name of the Excel file (xlsx files are supported as well)

2. The path & name of the target CSV

3. Save As Format (CSV)

4. Leave blank

5. Leave Blank

6. Save Scope: Tab Name, or 0=Workbook, or Tab Number: 1=1

worksheet, 2=2

, …

note: currently, only a single value between 0 and 9 is acceptable,

so you can save either the whole workbook or one of the first 9 tabs.

Notes:

The machine must have MS Excel installed.

A typical use scenario is to use Visual CUT to export a report that contains a subreport.

Such cases don't export well directly to CSV, but exporting first to Excel (Data Only) and

then converting to CSV solves the problem.

As usual, any of these arguments can contain references to fields or formulas and Visual

Page 200

Convert Excel Files to TEXT

Using a command line argument, you can instruct Visual CUT to save an Excel file to a TEXT

File. Here are example of the command line argument structure:

…

"XLS_Save_As:c:\temp\Invoice.xlsx>c:\temp\Invoice.txt>TXT>Windows>NoQuotes >1"

The parameters (after the "XLS_Save_As:") are separated by a ">" and are as follows:

1. The path & name of the Excel file (xlsx files are supported as well)

2. The path & name of the target CSV

3. Save As Format (TXT)

4. Text Format: MS-DOS or Windows

5. Options: Leave Blank or use 'NoQuotes' to remove extra double quotes added by the

excel export.

6. Save Scope: Tab Name, or 0=Workbook, or Tab Number: 1=1

worksheet, 2=2

, …

note: currently, only a single value between 0 and 9 is acceptable,

so you can save either the whole workbook or one of the first 9 tabs.

Notes:

The machine must have MS Excel installed.

A typical use scenario is to use Visual CUT to avoid wide text truncation when exporting

to TEXT. By exporting first to Excel (Data Only) and then converting the result to a text file

you avoid loss of data.

As usual, any of these arguments can contain references to fields or formulas and Visual

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