Export to Excel with grouping

Dosihris

Hi,

i want to export some data, grouped by the month and the year. I have a date field in the export data. i have one dataset every day. i want to use the excel buffer. can anybody tell me, what would be the best way to export grouped data? Should i do that manually in the code or is there a way to use the grouping functionality of the report itself??

matttrax

You can use the Grouping functionality of the report. In your GroupHeader or GroupFooter section, stick your code to export a line to Excel. Just send whatever variables you would have otherwise displayed.

Dosihris

ah, thank you. good to know. can you shortly explain, how to group a date field? I have a date and i want to group my data in month and year.

Karenh

You would need to add a field for year month, and add a key on that field. You would also need to populate the near Year Month field.

If this is a large table, it is probably better to add Year Month field to a Buffer table because of the performance hit of a key used only for one report. You would then need to populate the Buffer table prior to running the report.

If you filter the object designer tables on *Buffer* you will see some existing tables. Use the one with the data structure closest to what you need. Or create a new custom table.

The Buffer table would then be the table used by the report.

matttrax

You could also use a Date data item on the report and do some semi-creative filtering.