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Analysis And Reporting With Office Web Components Mike Ammerlaan Program Manager Excel/Components Microsoft Corporation 4-302 Overview Components overview Basics: Chart and PivotTable® data binding Chart component basics PivotTable® component basics Solutions: Custom reporting using PivotTable® PivotCharts Drill through with the PivotTable® Food For Thought: A Timesheet Weblication Web Components Overview Chart and PivotTable are COM components Use them in: Internet Explorer 4.01 or higher Edit in FrontPage®, Visual InterDev®, Access Data Pages Visual Basic® forms, VBE forms Other COM control containers UI-less Connecting The Components To Data Connecting To Data Passing A Data Object Build the data objects using script (e.g., an ADO Recordset) Pass the data objects to the control Setting Connection Properties Directly ConnectionString, CommandText, Data Member properties Do It Yourself Data Objects PivotTable and Chart can connect to any Data Source Object PivotTable: set ptable.DataSource = dsc ptable.DataMember = name Chart: set cds = ChartSpace.ChartDataSources.Add() set cds.DataSource = dsc cds.DataMember = Name PivotTable is a DSO, thus you can bind Chart to it Connecting Directly PivotTable natively supports CommandText and ConnectionString for connecting directly to data PivotTable connects to OLAP data via the ConnectionString and DataMember properties ptable.ConnectionString = “<Conn String>” ptable.DataMember = “<Cube Name>” Chart Specifics Charting Terminology ChartSpace ChartSpace Title Chart.Title Chart Chart.Series Chart.Series. Point Legend Chart Object Model Map ChartSpace Charts(…) SeriesCollection(…) Axes (…) Points(…) Legend Trendlines(…) PlotArea ErrorBarsCollection(…) Title DataLabelsCollection(…) Border PivotTable Specifics PivotTable Terminology Tool Bar Filter Axis Total Column Axis Fieldset Row Axis Field Data Axis Member PivotTable.Selection (PivotRange) Title Bar Aggregate PivotTable Object Model PivotTable ActiveView Fieldsets(…) FieldLabel*, Member*, Total* Column-, Data-, Row-, Filter- Axis Fieldsets(…) Label ActiveData Column-, RowMembers(…) Cells(…) * = ForeColor, Font, BackColor, etc. Solutions PivotTable Reports With Predefined Views Scenario: Web page for employees to view popular report types PivotTable component in Web page, with HTML user interface View configuration is done with: InsertFieldSet on Axis objects Manipulating field objects on Axis.Fieldsets(…) PivotCharts Scenario: Adding charts as views of a PivotTable Add a chart object to the page Bind it to the PivotTable Add a data series using SetData Add some logic for showing an appropriate chart Supporting Drill Through In The PivotTable Catch DblClick Event Use PivotTable.Selection property to determine selection Get Row, Column and Filter Members Build SQL WHERE clause specifying member names Set CommandText of new PivotTable More Information Office Web sites http://support.microsoft.com/support/ OfficeDev/webcomp.asp http://www.microsoft.com/officedev Search for msowcvba.chm on your drive for an API reference Programming Microsoft Office 2000 Web Components by Dave Stearns, Microsoft Press Microsoft Script Editor I recommend Microsoft Script Editor for editing your scripts: Based on Visual Interdev, but without a lot of the unneeded complexity Comes with Office 2000 To use it, make sure it is installed by using the Office setup app (it is not installed by default) Search for MSE.EXE on your machine PivotTable Issues Visual totals If you exclude Seattle, does WA remain the same or does it = WA – Seattle? ActiveView.TotalAllMembers configures this SR1 PivotTable: PivotTable.Connection property Exposes current OLAP session Execute CREATE MEMBER statements to create calculated members Call PivotTable.Refresh and get new ActiveData object to pick up new totals Deployment No technological tie to Office 2000 However, install requires a MS Office 2000 license per desktop Auto-install with Microsoft Installer Can deploy to the without also deploying Office 2000 Use the CODEBASE attribute, must be a file:\\ path (I.e. Intranet only) CAB is 1.6 Mb Requires MDAC 2.1 for data-access Common UI Elements AutoFit Hide/show UI elements Grows and shrinks with data Good for Internet Explorer, bad for forms Display* properties control visibility Hide/Show Titlebar, Toolbar, FieldList, Property Toolbox, Expand indicators, Drop zones Titlebar ActiveView.Titlebar.Caption = “Hello”